What This Process Does


  • The fields on this screen will default for a voucher/invoice that is created and saved.
  • The information in the fields will be saved in the Invoice and Voucher Masters.
  • Fiscal Year and Fiscal Month stands alone...i.e. does not have to be the same as Financial Mgt.


Change Current Voucher Defaults


  1. Procurement → Vendor Payments → Top of Taskbar → Change Current Voucher Defaults
  2. Edit each field to default on the Add Direct Vouchers process.
  3. Once the fields are populated, click Save.


FIELDSOpt.Rec.Req.Description
Due Date——♦The default due date for vouchers created
Calendar Year——♦The default calendar year for vouchers created
Fiscal Year——♦The default fiscal year for vouchers created
Calendar Month——♦The default calendar month for vouchers created
Fiscal Month——♦The default fiscal month for vouchers created
Opt. = Optional  Rec. = Recommended  Req. = Required