Help on Documents

Select the Help Icon beside the Ref Doc # field.

The “Help on Documents” page appears.

Enter the following fields in the “Search Criteria” group box to find the reference document you want.

Ref Doc # From

The starting number in the range of reference document numbers that may be associated with the invoice. You can enter the number in full or specify it partially using the “*” character. The system retrieves and displays all the invoices that are similar to the value entered here.

Note: The value entered in this field must be the same or lesser than the value entered in the “To” field.

To	The ending number in the range in the range of reference document numbers that may be associated with the invoice. You can enter the number in full or specify it partially using the “*” character. The system retrieves and displays all the invoices that are similar to the value entered here.

Note: The reference document details are required only if the category of the invoice you want to find is “Order based Prepayment”.

Ref Doc Type	Use the drop-down list box to specify the type of the reference document for the prepayment invoice. The system retrieves the reference documents of the type you specify here.
Invoice Date From	The start date in the range of dates during which the invoice was created (Date Format). The system date is displayed by default at the launch of the page.

Note: The date entered in this field must be the earlier than the date entered in the “To” field.

To	The end date in the range of dates during which the invoice was created (Date Format). The system date is displayed by default at the launch of the page.
Amendment #	The identification number of the amended reference document related to the prepayment invoice.
Ref Doc Value From	The largest amount in the range of reference document amounts for which you want to find the invoice (Decimal). The value entered in this field must be greater than zero.

Note: The value entered in this field must be the same or lesser than the value entered in the “To” field.

To	The smallest amount in the range of reference document amounts for which you want to find the invoice (Decimal). The value entered in this field must be greater than zero.
Currency	Use the drop-down list box to select the code identifying the currency of the invoice. The system displays “All” by default at the launch of the page.
To	The ending amount in the range of amounts for which the invoice that you want to modify has been created (Decimal). The value entered in this field must be greater than zero.
Bill To Customer Code From	The starting code in the range of codes identifying the customer of the invoice (Alphanumeric, 16). You can enter the code in full or specify it partially using the “*” character. The system retrieves and displays all the invoices that have been created for the codes identifying the bill to customers similar to the value entered here.

Note: The value entered in this field must be the same or lesser than the value entered in the “To” field.

To	The ending code in the range of codes identifying the customer of the invoice (Alphanumeric, 16). You can enter the code in full or specify it partially using the “*” character. The system retrieves and displays all the invoices that have been created for the codes identifying the bill to customers similar to the value entered here.
Bill To Customer Name	The name of the Bill To Customer. . You can enter the name in full or specify it partially using the “*” character. The system retrieves the Bill To Customer names similar to the name you specify here.

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

The system retrieves and displays the following in the “Search Results” multiline based on the search criteria entered:

Ref Doc Type	The type of the reference document, such as customer order or service order.
Ref Doc #	The identification number of the reference document associated with the invoice.
Ref Doc Date	The date of creation of the reference document.
Amendment #	The amendment number of the reference document.
Currency	The identification code of the currency of the invoice.
Ref Doc Value	The total amount quoted in the reference document.
Bill To Customer #	The identification number of the customer of the invoice.
Bill To Customer Name	The name of the customer of the invoice.

Check the box in the multiline to select the reference document.
Click the “OK” pushbutton.

The system copies the reference document # to the page from where you accessed the Help on Documents page