Fld Person - VI detail line

This field can be used to optionally associate a named user to a financial document detail line item.

If the Vendor Invoice (VI) detail line is associated with a Purchase Order (PO) line, then person is pre-populated with the value from the latest approved PO line. Additionally, the list of available users for the VI detail line person field includes subcontractors who have Vendor Invoice Person checked on their People Profile->Roles screen. They are not licensed users (unless they have another role - other than UnaSource or TBD Planning - assigned to them).

For VI detail lines, if the person selected is a non-employee or subcontractor for the specified date, i.e., the date on the VI line is within the date range of the person's PO Assignment and the Require PO for Non-Employee (PO) Time checkbox (for labor lines) or Require PO for Non-Employee (PO) Expense checkbox (for expense lines) is checked for the project or task, then the VI line must be related to a PO.

For VI labor detail lines, the vendor on the person's People Profile->Time tab must match the vendor on the VI.

For VI expense detail lines, the vendor on the person's People Profile->Expense tab must match the vendor on the VI.

This screen contains "auto-complete" fields (as indicated by the magnifying glass icon displayed along the right side of the field ). This icon is not clickable and is only intended to identify the field as being of type 'auto-complete'.

Data will be populated into these types of fields by selecting existing entries, rather than typing in new entries.

As you enter characters into this type of field, a drop-down box will appear containing existing entries having the supplied characters anywhere within the entry. As additional characters are supplied, the result set will refresh to display a revised list of matching options. Clicking on one of the available values from the drop-down will populate the field with that specific value.

To clear any current value or replace the current value, you will need to manually select the existing entry and again begin typing the characters you'd like to search on (or select and delete the existing entry and then begin typing the new value).

Use the "%" (percent sign) or "_" (underscore) to list all available options.

You may also filter on multiple parameters using the "%" percent sign in the middle of your search string. For example, entering eng%12 in a Project Code field will search for the project where “eng” and “12” are part of the project code.

Do not press on the space bar to get the list of values. For example, when searching the Project Code field, pressing the space bar will give you a list of projects that includes a space in the project code.

There are several properties available to refine the behavior and performance of this feature, including: