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Question

Invoices to Authorize Presentation

  • December 23, 2024
  • 6 replies
  • 112 views

Asela Munasinghe
Superhero (Customer)
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Hi All

Can anybody advise me if below is the most optimized way this screen can be used? As you see, there's an unused space. Also 'reject and waiting buttons are hidden. 

 



We are using 24R1 and I am keen to know if this looks better in the future versions. The above screen is from an IFS Ref environment since I cannot use a business sensitive screen in a public forum. 

6 replies

Furkan Zengin
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • 767 replies
  • December 23, 2024

Hi ​@Asela Munasinghe 

This is decided in application level and not possible to change through page designer I believe. But you are completely right, it is not possible to use unless you have a wide screen.

I would recommend you to create an idea to make this more horizontal than vertical. At the moment, if there are more than 1 authorizer they are shown side by side. I think showing them say line by line would be wise.

Hope this helps


Asela Munasinghe
Superhero (Customer)
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  • Author
  • Superhero (Customer)
  • 805 replies
  • December 24, 2024

Thanks ​@Furkan Zengin, yes I was thinking the same. This and probably showing the statuses of the invoices shown on the mid column could also be an idea for future improvement as my colleague pointed out. Let's see what the other experts have to say. ​@IFS RD Product Management can you please share your view here also? 


Furkan Zengin
Ultimate Hero (Partner)
Forum|alt.badge.img+21
  • Ultimate Hero (Partner)
  • 767 replies
  • December 24, 2024

Hi ​@Asela Munasinghe 

If you wish to add the invoice status to the record selector, it is managed in page designer. I added the status as you can see below. You can change label of objstate as Status.

For the other one, please create an idea and i will support it.

 

 

Hope this helps


Asela Munasinghe
Superhero (Customer)
Forum|alt.badge.img+23
  • Author
  • Superhero (Customer)
  • 805 replies
  • December 27, 2024

Thanks ​@Furkan Zengin that indeed helps regarding the 2nd question. For the first, the idea is created here. Please upvote: 

IFS Cloud: Invoices to Authorize Presentation | IFS Community


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  • Sidekick (Employee)
  • 39 replies
  • December 30, 2024

@Asela Munasinghe, you can also consider using the “Posting Proposal” page instead of “Invoices to authorize”. In that page you can choose if you want to show the Authorizers in a List view or a card view. 
That page is not limited in functionality as “Invoices to Authorize” is. But it also depends on how each company wants to set up their authorization process. It might be that it is wanted to direct the authorizers to this kind of limited page as  “Invoices to authorize” is.


Asela Munasinghe
Superhero (Customer)
Forum|alt.badge.img+23
  • Author
  • Superhero (Customer)
  • 805 replies
  • December 30, 2024

Thanks ​@Jan T, I agree. 

The Invoices to Authorize page still needs optimization I believe :)