Help On Invoice

Help on Invoice

This page allows you to search for invoices that are pending for ‘Authorization’.

You can carry out the search using the Invoice #, Invoice Category, Order #, Finance Book, Invoice Date, Supplier #, Supplier Name, Supplier Invoice Number & Invoice Status.

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 “Maintain Invoice” page of “Supplier Order Based Invoice” business component.

The “Help on Invoice” page appears.

The system displays the following fields:

Invoice #	A unique identifier for the invoice. (Alphanumeric, 40)
Invoice Category	Use the drop-down list box to specify the category of the invoice that you want to retrieve. This can be “Exchange PO”, “Loan Order”, “Purchase Order”, and “Repair Order”. The system retrieves all the invoices of the category selected here. The system displays “All” by default.
Order #	The number identifying the purchase order based on which the invoice has been created. (Alphanumeric, 40)
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 defined under the company to which the login organization unit has been mapped will be available for selection in the ascending order if postings can be made in multiple finance books. If postings must be made in a single finance book, the book that has been set as default will be displayed. 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.

Note: If no value is entered in the “Invoice Date From” field, the system considers 01-01-201900 as the “From” date.

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.
Supplier #	The code identifying the supplier. (Alphanumeric, 32)
Supplier Name	The name of the supplier. (Alphanumeric, 60)
Supplier Invoice No	The number identifying the invoice issued by the supplier. (Alphanumeric, 18)
Created By	The login ID of the user who created the invoice. (Alphanumeric, 30)
Invoice 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 – Indicates a newly created unauthorized invoice. Matched - Indicates that the invoice has been matched as per the matching type set in the purchase order. Returned – Indicates that the invoice has been returned to the user who created it for modification. Auto Match Failed - Indicates that the automatic matching of the invoice as per the matching type set in the purchase order has failed. The system displays 'ALL' by default.

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

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

Note: The system retrieves invoices other than delivery charges that are in Draft / Matched / Auto Match Failed / Returned Statuses.

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

Invoice #	A unique identifier for the invoice.
Invoice Category	The category of the invoice.
Order #	The number identifying the purchase order / Loan Order / Repair Order / Exchange PO based on which the invoice has been created. The system displays “Multiple” in this field if there is more than one order number for an invoice.
Finance Book	The code identifying the finance book in which the posting has been made for the invoice
Invoice Date	The date on which the invoice was created.
Supplier #	The code identifying the supplier.
Supplier Name	The name of the supplier.
Supplier Invoice Number	The number identifying the invoice issued by the supplier.
Invoice Status	The status of the invoice.

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