The Edit inbox folders dialog: Criteria settings
To access this dialog:
- Using Manager, select Inbox configuration dialog. to display the
- Click Edit folders to display the Edit inbox folders dialog.
- Select a folder to edit.
- Select Apply selection criteria to this folder/group.
Use these settings when creating (or adjusting) an inbox.
|Invoice profiles||Only invoices associated with the invoice profile(s) that you select will be processed from the currently selected folder.|
|Statuses||Only invoices with the statuses that you select in the list will be associated with the currently selected folder.|
|Process all invoices||All invoices or batches are processed, regardless of which buyer they are associated with.|
|Select invoices connected to buyers||Processes only invoices or batches that are associated with the selected buyers.|
|Buyers||Only invoices associated with the buyer(s) that you select in the list will be associated with the currently selected folder.|
|Process all invoices||All invoices or batches are processed, whether they are in a queue or not.|
|Select invoices in queues||Processes only invoices or batches that are in selected queues.|
|Queues||Only invoices associated with the queues you select in the list will be associated with the currently selected folder. The list includes queues 1 to 32 and any queues that you defined. (If you plan to define a queue later, you cannot select it now.)|
|Select invoices using user-defined variables||Processes only invoices that contain all of the one or more specified user-defined variables with their corresponding values.|
|Name||Click the dropdown list and select the name
of the user-defined variable you want to use to filter
invoices. Only those values that are associated with
the selected name are available in the
Value option below.
Note that if you want variables that you created using the API (see "UserDefinedVariable object" topic in API help for more information) to be included in the list here, they need to be manually added to the available UDVs in the Manager module.
|Value||Click the dropdown list and select the desired value to associate with the variable name selected above.|
|Add||Adds the UDV name and value to the Selected list.|
|Remove||Removes the highlighted UDV name and value from the Selected list.|
|Selected||List of user-defined variables that must be found on invoices to be able to put them in the associated inbox folder.|