Help On Invoice

This page allows you to search for invoices. You can carry out the search using the Ref. Doc Type, Invoice Type, Invoice Category, status, Currency, Finance Book, User Id, along with Ref. Doc #, Invoice #, Invoice Date, Invoice Amount and Bill to Customer # ranges. The system retrieves all the invoice numbers, based on the search criteria entered. On confirmation, the selected invoice number is transferred to the required page.

Click the lens icon positioned next to the “Invoice #” field in “Manage Invoice” page of “Customer Service Invoice” business component.

The “Help On Invoice” page appears.

Enter the following fields in the “Search Criteria” group box to search for an invoice number. Data entry in the following fields is optional:

Ref. Doc. Type	Use the drop-down list box to select the reference document type. The system lists the following options: Customer Order Direct By default the system displays “Customer Order”.
Invoice Type	Use the drop-down list box to select the type of invoice for which you wish to retrieve details. The system lists the following options: Prepayment Invoice Service Invoice By default the system displays “Prepayment Invoice”.
Invoice Category	Use the drop-down list box to specify the category of the invoice that you want to retrieve. This can be “Detail”, “Final”, “Initial Invoice”, “Preliminary”, or “Redelivery”. The system retrieves all the invoices of the category selected here.
Ref. Doc. # From	The starting number in the range of reference document numbers associated with the invoice for which you wish to retrieve details.
To	The ending number in the range of reference document numbers associated with the invoice for which you wish to retrieve details.
Status	Use the drop-down list box to specify the status of the invoice that you want to retrieve. The system lists the following options: Draft Fresh The system displays 'ALL' by default.
Invoice # From	The starting number in the range of invoice numbers for which you wish to retrieve details.
To	The ending number in the range of invoice numbers for which you wish to retrieve details.
Currency	Use the drop-down list box to specify the code identifying the currency of the invoice. The system lists all the active currencies including the Base currency. The system displays 'ALL' by default.
Invoice Date From	The starting date in the date range during which the invoice that you want to retrieve has been created. Ensure that the date entered in this field is earlier than or the same as the date entered in the “To” field. The system date is displayed by default.
To	The ending date in the date range during which the invoice that you want to retrieve has been created. The system date is displayed by default.
Finance Book	Use the drop-down list box to select the code identifying the finance book in which the posting has been made for the invoice that you want to retrieve. All the finance books that have been defined for the business unit to which the login organization unit has been mapped will be available for selection. The system displays “All” by default.
Invoice Amount From	The starting amount in the range of invoice amounts of the invoice from which you wish to retrieve details.
To	The ending amount in the range of invoice amounts of the invoice within which you wish to retrieve details.
User ID	The code identifying the login user.
Bill To Customer # From	The starting number in the range of bill to customer numbers identifying the customer to whom the service must be billed.
To	The ending number in the range of bill to customer numbers identifying the customer to whom the services must be billed.

Note: Leave all the fields blank; to retrieve all the part numbers available in the database.

Click the “Search” pushbutton to retrieve the search results.

The system displays the following in the “Search Results” multiline, based on the search criteria entered.

Invoice #	A unique identifier for the invoice.
Invoice Date	The date on which the invoice was created.
Currency	The code identifying the currency in which the invoice has been created.
Invoice Status	The status of the invoice.
Invoice Type	The type of the invoice.
Invoice Category	The category of the invoice.
Finance Book	The code identifying the finance book in which the posting has been made for the invoice
Bill to Customer #	The code identifying the customer to whom the service must be billed.
Bill to Customer Name	The name of the customer to whom the service must be billed.
Invoice Date	The date on which the invoice was created.
Ship to Customer #	The code identifying the supplier.
Ship to Customer Name	The name of the supplier.

Check the box in the “Select” column of the multiline to select a part number.
Click the “OK” pushbutton.