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Edit Summary Tab

Use this tab to view details of line item and invoice-level changes to any editable field. Edit Summary is similar to the Adjustment Summary tab, except that this tab records edits/deletes made by the vendor before the invoice is reviewed. If a vendor deletes a line item on an invoice that is in a Hold or Submitted status, the system records the details on this tab. This tab also displays changes when the invoice has been released to the vendor and is in a Pending Vendor Review status.

The Edit Summary tab is disabled until an invoice action occurs and is recorded on the tab. The Edit Summary tab does not save edits if the invoice is on hold and has never been submitted.

Summary of edits that appear:

• Changes to the Qty and Unit Price fields - The Original Qty and Original Unit Price appear in the header. Then the Changed Qty and Changed Unit Price appear along with the user who made the changes in the Edited By column. The date and time of the changes appear in the Date column.
• Changes to the subcategory - When a line item's subcategory is changed, the new subcategory is displayed in the Service column and the option type appears in the Type column.
• Deleted line item - When a vendor deletes a line item, the deletion is reflected in the Type column.
• When a line item is created, when an image is added or removed, when a note is added, updated, or deleted, and when a breakdown is added, a record displays in the Type column.
• For imported invoices, the following:
  • Line item created
  • Line item image updated
  • Line item note updated
  • Line item breakdown added
• Additionally, the system displays changes to the following invoice types:
  • Chapter
  • Date BK Filed
  • Case Number
  • Referral Date
  • Disposition
  • MFR Filed Date
  • Referral Date
  • 1st Published Date
  • (Scheduled) Sale Date
  • Sale Held (Y/N and Why)
  • Sale Held (Y/N and Result)
  • Complaint Field

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Copyright 2024 Intercontinental Exchange, Inc. All Rights Reserved
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Confidential, Proprietary and/or Trade Secret
TM SM Registered Trademark(s) of Intercontinental Exchange, Inc. or a subsidiary or affiliate
Copyright 2024 Intercontinental Exchange, Inc. All Rights Reserved
ICE | Privacy Notice