When you navigate to the Quick Invoices window, the Quick Invoices Identification window opens. Use this window to assign Source and Batch names to the invoice records. You can then use these values to identify invoice records for queries, and for import.
When you enter invoice records, the Source and Quick Invoices Batch name values default from the values currently in the Quick Invoices Identification window.
Source. Enter Quick Invoices, or enter a value that you defined in the Oracle Payables Lookups window. If you enter a user-defined source, then use it only for one particular source type. For example, if you define a source name that you use for Quick Invoices invoice records, do not use it for any other method of entering data in the Payables Open Interface tables. At import time, the Source differentiates between invoice records you enter in the Quick Invoices window; credit card records from your credit card issuer; lease invoices from Property Manager; lease invoices from Oracle Assets, and invoice records you load using Oracle e-Commerce Gateway or SQL*Loader.
Quick Invoices Batch. A Quick Invoices Batch is used to group invoice records that you enter in the Quick Invoices window. You can add invoice records to a batch at any time. You can use the batch name to specify a group of invoice records you want to query, import, or purge together. You can import data in concurrent processes for the same Source by specifying a unique group (batch) for each request. This reduces the processing time of your import. For example, if you enter 200 invoice records, instead of submitting import for a single batch of 200 invoices, you can submit two batches at the same time for faster processing.
Note that if you use batch control for your invoice batches (the AP: Use Invoice Batch Controls profile option is enabled) and you want to maintain the grouping of invoices after import, then when you submit import for the Quick Invoices batch, you can assign an invoice batch name to the group of imported invoices. You can then query the invoice group in the Invoice Workbench by using the Invoice Batch name.
Status. Use this field to query invoice records with a particular status. You can query Rejected or Processed invoice records by specifying those statuses. If you provide no value for Status when you perform a query, the system retrieves invoice records regardless of status.
Rejected. The import process has rejected the invoice. Read the Payables Open Interface Import Report to find the reason for the rejection. Correct the invoice in the Quick Invoices window and resubmit the import program.
Processed. The invoice record has been successfully imported into Payables. You can query and modify the invoice in the Invoice Workbench. The invoice is ready for validation.
Null. The invoice record has not been processed by import.