"Complete Document" (Role AAC1)

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xSuite Invoice Cube User Guide

"Complete Document" (Role AAC1)

UI – SAP GUI

UI – SAP Fiori

UI – xSuite Web

For information on UI elements, see Work Items: Main Overview in the SAP GUI, Work Items: Main Overview in SAP Fiori, and Work Items: Main Overview in xSuite Web.

"Complete Document": Buttons

SAP F‍i‍o‍r‍i	SAP GUI / xSuite Web	Description
	Forward	Forwards the work item to another user and leaves the workflow step open. Requirement: A comment has been entered in the section Text. The only users included in the list of substitutes are those allocated to the role for a given the task in xSuite User Administration. Shortcut in the SAP GUI: CtrlF1
	Replace	Returns the work item to the inbox and leaves the workflow step open. This makes the work item available to all other users responsible for that particular workflow task. (Translator's note on SAP terminology: The task is not actually "replaced" but rather is simply placed back into the inbox.) Which users are allocated to which workflow tasks is set in agent determination. Shortcut in the SAP GUI: CtrlF2
	Back to Approval	Rejects the work item and ends the workflow step. The following steps are executed: The work item is transferred to the "Approve document" step. The work item is saved. The workflow log documents that the workflow step has been completed.
	Change Transaction	Changes the document type and deletes the current workflow. A new document is created and the workflow will continue with the new document type.
	Delete Document	Terminates the current workflow. The document is flagged for deletion. A log will be generated for the record and attached to the transaction.
	E-Mail	Sends an e-mail. For information on e-mail dispatch, see E-Mail Dispatch. Shortcut in the SAP GUI: CtrlF12
	Save as complete	Saves the document completely. The following steps are executed: The document now has the status "Parked complete." The work item is transferred to the next workflow step. For information on the standard workflow, see The Standard FI Workflow. The workflow log documents that the workflow step has been completed. Requirement: There are no error messages. Shortcut in the SAP GUI: CtrlF6
	Change Document	Opens the document in edit mode. Shortcut in the SAP GUI: CtrlF10 In xSuite Web and in SAP Fiori, the SAP document is opened via the Internet Transaction Server Service (ITS).
	OK	Confirms that the document is correct and ends the workflow step. The following steps are executed: The work item is transferred to the next workflow step. For information on the standard workflow, see The Standard FI Workflow. The work item is saved. The workflow log documents that the workflow step has been completed. Requirement: The document is saved as complete and no error messages have been issued. Shortcut in the SAP GUI: CtrlF5
	Show Change Documents	Displays the automatically generated change logs of the document.
	Refresh	Refreshes the data of a work item. Note: This button is only available in xSuite Web and in SAP Fiori.
	Back	Routes you back to the Web Business Workplace and leaves the workflow step open. As you have accepted the work item, you are the only one that will be able to edit it. Note: This button is only available in xSuite Web and in SAP Fiori.

"Complete Document": Buttons for the Accounting Block

SAP GUI	SAP F‍i‍o‍r‍i	xSuite Web	Name/Description
			Add row: Inserts a new account-assignment row. Shortcut in the SAP GUI: ShiftF6
			Delete row: Deletes the account-assignment row selected.
			Copy row: Copies the selected account-assignment row.
			Check: Checks all items. For information on the approval of an invoice document, see Invoice Document Check. Shortcut in the SAP GUI: ShiftF7
			Save: Saves accounting block information. Shortcut in the SAP GUI: ShiftF8
			Synchronize from SAP document: Transfers the account-assignment information from the SAP document to the account-assignment block.
			Synchronize to SAP document: Transfers the account-assignment information from the account-assignment block to the SAP document. The availability of this button depends on how xSuite has been customized.
			Upload Excel document: Uploads a selected Excel file and transfers the account assignment rows from the Excel file to the account-assignment block. The structure of the selected Excel file must correspond to the structure of the account-assignment block. When naming the Excel file, never use a space directly preceding the dot and the file extension.
			Header data: Opens a partially editable overview of the header data.
			General accounting template: Opens a list of the account-assignment templates available, out of the general account-assignment templates maintained (transaction /WMD/FP_ACC). When an account-assignment template is selected, the data of that account-assignment template will be transferred to the account-assignment row selected. Caution: When data is transferred from an account-assignment template, all previously existing invoice items will be lost. The invoiced amount from the header data is divided according to the percentage distribution specified in the account-assignment template.
			Balance: Shows the balance of the items for the entries in the header data. When you press Enter after having changed an item field or exiting the field, the balance displayed will be updated.

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