Help on Documents

This page allows you to search for a reference document based on specified criteria.

You can carry out the search by specifying the document or order type, such as purchase order, release slip, warranty claim or loan order for which the documents or invoices were created. Additionally, you can specify the range of order or invoice dates, order or invoice numbers, and invoice amounts, to make the search more efficient and find the precise records.

The system retrieves all invoices/documents created for the supplier matching the search criteria. On confirmation, the selected document number is transferred to the required page.

Click the lens icon positioned next to the “Ref. Document #” field.

The “Help On Documents” page appears.

This page displays the following.

Supplier #	The number identifying the part you wish to retrieve (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character. The system displays all the part numbers that are similar to the value entered here.
Currency	The base currency applicable to the supplier.
Finance Book	The finance book for the supplier.

Enter the following fields in the “Search Criteria” group box to search for a part number:

Purchase Order	Select the check box to search for invoices created against purchase orders for the specified supplier. The system displays invoices created against purchase orders for the supplier.
Release Slip	Select the check box to search for invoices created against release slips for the specified supplier. The system displays invoices created against release slips for the supplier.
Order Invoice	Select the check box to search for order-based invoices created for the supplied supplier. The system displays invoices created against service invoices for the supplier.
Direct Invoice	Select the check box to search for direct invoices created for the specified supplier. The system displays direct invoices created for the supplier.
Debit Note	Select the check box to search for debit notes created for the specified supplier. The system displays debit notes created for the supplier.
Credit Note	Select the check box to search for credit notes created for the specified supplier. The system displays credit notes created for the supplier.
Order # From	The first order number in the range of order numbers against invoices was created. The system displays all invoices created against orders with numbers in the range between and including numbers specified in the Order # From and To fields.
To	The last order number in the range of order numbers against which invoices were created. The system displays all invoices created against orders with numbers in the range between and including numbers specified in the Order # From and To fields.
Service Invoice	Select the box to search for service invoices created for the supplier.
Document # From	The first invoice number in the range of invoice numbers created for the supplier. The system displays invoices with numbers in the range between Document # From and To values.
To	The last invoice number in the range of invoice numbers created for the supplier. The system displays invoices with numbers in the range between Document # From and To values.
Repair Order	Select the check box to search for invoices created against the service/repair order for the supplier.
Document Date From	The start-date of the period during which the invoice was created. The system displays invoices created during the period between Document Date From and To dates.
To	The end-date of the period during which the invoice was created. The system displays invoices created during the period between Document Date From and To dates.
Loan Order	Select the box to search for invoices created against loan orders. The system displays all the invoices created against loan orders.
Document Amount From	The least invoice amount in the range of invoice amounts. The system displays the invoices with amounts in the range between Document Amount From and To values.
To	The maximum invoice amount in the range of invoice amounts. The system displays the invoices with amounts in the range between Document Amount From and To values.
Warranty Claims	Check this box to search for warranty claims. The system displays all the warranty claims in "Accepted" status available for the supplier.

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.

Document Type	The type of the reference document.
Document #	The identification number of the document
Document Date	The date of creation of the document.
Document Amount	The cost estimated/stated in the document.

Check the box of the document you want in the multiline.
Click the “OK” pushbutton.