Selecting invoice for viewing details

This page allows you to search and select an order based invoice or a delivery charges invoice for viewing the details. If you know the number identifying the invoice and the type of the invoice, you can enter it directly. Otherwise, you can carry out a search by specifying a range of invoices and the dates during which the invoices for which you want to view details have been created. You can also search by specifying the name of the supplier and the number identifying the invoice that was issued by the supplier. You can also search by specifying the login ID of the user who created the invoice and the status of the invoice. The system retrieves all the invoices based on the search criteria entered.

Select the “View Invoice” link under the “Supplier Order Based Invoice” business component.

The “Select Invoice” page appears.

Enter the following fields if you are aware of the type of the invoice and the number identifying the invoice for which you want to view details:

Invoice Type

Use the drop-down list box to select the type of invoice for which you want to view details. The drop-down list box displays Order Based Invoice and Delivery Charges Invoice. The system displays “Order Based” by default on launch of the page.

Ensure that the invoice is an “Order Based” invoice.

Invoice #

The number identifying the invoice for which you want to view details (Alphanumeric, 18). Mandatory.

Ensure that the invoice number entered here belongs to invoice type other than order based.

Enter the following fields in the “Search Criteria” group box to search for the invoices for which you want to view details. Data-entry in the following fields is optional.

Invoice Category	Use the drop-down list box to specify the category to which the invoice that you want to view belongs. The system lists the following values if “Order Based Invoice” is selected as the “Invoice Type: Purchase Order - Select this option if you want to retrieve invoices belonging to purchase order category. Repair Order - Select this option if you want to retrieve invoices belonging to repair order category. Exchange PO - Select this option if you want to retrieve invoices belonging to exchange PO category. Loan Order - Select this option if you want to retrieve invoices belonging to loan order category. Release Slip - Select this option if you want to retrieve invoices belonging to the Invoice category release slip. PBH PO - Select this option if you want to retrieve invoices belonging to the PBH purchase order category. PBH Exchange PO - Select this option if you want to retrieve invoices belonging to the PBH Exchange purchase order category. By default the system defaults the following values in this field: Purchase Order if the following conditions are true: I. The page is invoked from “Purchase Order” business component and PO Type is other than “Exchange PO” Repair Order if the following conditions are true: I. The page is invoked from “Repair Order” business component.. II. The page is invoked from “Purchase Order” and PO Type is “Exchange PO”. Loan Order, if the screen is invoked from “Loan Order” Repair Order if “Purchase Order” is not available The system lists the following values if “Delivery Charges Invoice” is selected as the “Invoice Type” Way Bill Based - Select this option if you wish to retrieve details in the multiline based on the Way Bill #. Ref. Doc Based - Select this option if you wish to retrieve details in the multiline based on the Ref. Doc. #.
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 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 defaults “ALL” in this field if this page is invoked from Purchase Order, Repair Order or Loan Order business components.
Supplier Invoice #	The number identifying the invoice that has been issued by the supplier (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the supplier invoice numbers that are similar to the number entered in this field.
Supplier # From	The starting code in the range of supplier codes on whom the invoices that you want to retrieve have been created (Alphanumeric, 16). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the supplier codes that are similar to the value entered in this field.

Note: The code entered in this field must be before or the same as the code entered in the “To” field.

To	The ending code in the range of supplier codes on whom the invoices that you want to retrieve have been created (Alphanumeric, 16). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the supplier codes that are similar to the value entered in this field.
Supplier Name	The name of the supplier who has issued the invoice (Alphanumeric, 60).
Order # From	The starting number in the range of purchase order numbers based on which the invoice that you want to retrieve has been created (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the invoices that have been created for purchase orders that are similar to the number entered in this field.

Note: The number entered in this field must be before or the same as the number entered in the “To” field.

To	The ending number in the range of purchase order numbers based on which the invoice that you want to retrieve has been created (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the invoices that have been created for purchase orders that are similar to the number entered in this field.
Created By	The login ID of the user who created the invoice for which you want to view details (Alphanumeric, 15).
Total Invoice Amount From	The starting amount in the range of invoice amounts for which the invoices that you want to retrieve has been created (Decimal).

Note: The amount entered in this field must be lesser than or equal to the amount entered in the “To” field.

To	The ending amount in the range of invoice amounts for which the invoices that you want to retrieve has been created (Decimal).
Payment Priority	Use the drop-down list box to set the priority to be accorded to the invoice that you want to retrieve. You can select from “High”, “Medium”, “Low” or “All”. The system displays “All” by default on launch of the page.
Invoice # From	The starting number in the range of invoice numbers that you want to retrieve (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the invoice numbers that are similar to the value entered in this field.

Note: The number entered in this field must be before or the same as the number entered in the “To” field.

To	The ending number in the range of invoice numbers that you want to retrieve (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the purchase order numbers that are similar to the value entered in this field.
Currency	Use the drop-down list box to select the code identifying the currency in which the invoice that you want to retrieve has been created. All the currencies that have been assigned as permitted currencies for the login company will be available for selection in the ascending order. The system displays the base currency of the company by default on launch of the page.
Invoice Date From	The starting date in the date range during which the invoice that you want to retrieve has been created (Alphanumeric, 18). The system date is displayed by default on launch of the page.

Note: The date entered in this field must be before or the same as the date entered in the “To” field.

To	The ending date in the date range during which the invoice that you want to retrieve has been created (Alphanumeric, 18). The system date is displayed by default on launch of the page.
Status	Use the drop-down list box to select the status of the invoice for which you want to view details. You can select from "All", "Draft", "Fresh", "Returned", "Matched", "Automatch Failed", "Forcematch Failed", “Requested”, “Partly Paid”, “Paid”, “Held Authorized”, “Held Requested”, “Held Partly Paid” or “Reversed”. The system displays “All” by default on launch of the page.
Supplier Name	The name of the supplier who has issued the invoice (Alphanumeric, 60).
User ID	The login ID of the user who created the invoice for which you want to view details (Alphanumeric, 15).

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 #	The number identifying the invoice.
Status	The status of the invoice. It could be "Draft", "Fresh", "Returned", "Matched", "Automatch Failed", "Forcematch Failed", “Requested”, “Partly Paid”, “Paid”, “Held Authorized”, “Held Requested”, “Held Partly Paid” or “Reversed”.
	Draft – indicates a newly created invoice that cannot be authorized.
	Fresh – indicates an invoice that can be authorized.
	Returned – indicates that the invoice has been returned to the user who created it for modification.
	Matched – indicates that the invoice has been matched as per the matching type set in the purchase order.
	Auto Match Failed – indicates that the automatic matching of the invoice as per the matching type set in the purchase order has failed.
	Force Match Failed – indicates that the matching of the invoice, purchase order and goods receipt has failed even after considering the percentage of tolerance.
	Requested – indicates that a request has been raised for the payment of the invoice.
	Partly Paid – indicates that part of the amount due for payment has been made.
	Paid – indicates that the total invoice amount has been paid for the invoice.
	Held Authorized – indicates that the invoice has been put on hold from being authorized.
	Held Requested – indicates that the request for payment of the invoice has been put on hold.
	Held Partly Paid – indicates that the part payment of the amount due has been put on hold.
	Reversed – indicates that the details of the invoice that has posted in the finance book has been reversed.
Invoice Date	The date on which the invoice was created.
Currency	The code identifying the currency in which the invoice has been created.
Total Invoice Amount	The total amount invoiced.
Order #	The number identifying the purchase order based on which the invoice has been created.
Supplier #	The code identifying the supplier.
Supplier Name	The name of the supplier.
Supplier Invoice #	The number identifying the invoice issued by the supplier.
Finance Book	The code identifying the finance book in which the invoice details have been posted.
Payment Priority	Indicates the priority that has been accorded to the payment of the invoice. It could be “High”, “Medium” or “Low”.

Check the box in the “Select” column of the multiline to mark an invoice for viewing its details.

To proceed, carry out the following

Select the “View Order Based Invoice” link at the bottom of the page to view the details of an order-based invoice.
Select the “View Delivery Charges Invoice” link at the bottom of the page to view the details of a delivery charges invoice.