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There are two ways to conduct an invoice search in the Invoice Management screen:
Note: Click on any one of the above links to learn more about that section.
Use the following steps to perform a simple invoice search:
1. Click on the Business tab, click Invoice, and select Invoice Management.
2. If applicable, enter the Vendor Name or Vendor Number or click on the Search icon to search for a Vendor.
Note: Refer to How to use Vendor Search for more information on how to use this feature.
3. If applicable, enter the Invoice Number.
Note: The Invoice Number field will only become available when a Vendor Number or Name has been entered.
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4. If applicable, click on the Year drop-down menu to select an option. Default selection: Current fiscal year.
5. If applicable, click on the Period drop-down menu to select a period. Default selection: All periods.
6. Click on the Search button. The invoice(s) that meet the search criteria will be retrieved and displayed in the grid.
Note: If necessary, perform an advanced search. Refer to Advanced Search for more information on this section.
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Use the following steps to perform an advanced invoice search:
1. In the Invoice Management screen, click on Advanced Search link. The advanced search fields will be displayed.
Note: The Advanced Search link will change to Single Search.
2. If applicable, in the Vendor Number section, enter the vendor numbers in the From and/or To or click on the Search icons to search for a Vendor.
Note: Refer to How to use Vendor Search for more information on how to use this feature.
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3. If applicable, in the Invoice Number section, enter the invoice numbers in the From and/or To fields.
4. If applicable, in the Batch- Year/Period section, click on the From and/or To drop-down menus to select the year and period to search within a range.
Note: The current year and period are selected by default.
5. If applicable, in the Purchase Order section, enter the numbers in the From and/or To fields or click on the Search icons to search for a PO.
Note: Refer to How to use PO Search for more information on how to use this feature.
6. If applicable, in the Authorization Number section, enter the numbers in the From and/or To fields or click on the Search icons to search for an Authorization.
Note: Refer to How to use Authorization Search for more information on how to use this feature.
7. If applicable, click on the Batch Code drop-down menu to select an option.
8. If applicable, click on the Vendor Type drop-down menu to select an option.
9. If applicable, in the Status section, select any of the following selection boxes: Partial Paid, Paid in Full, Incl. In Payrun, Unpaid and/or Over Budget.
10. Click on the Search button. The invoice(s) that meet the search criteria will be retrieved and displayed in the grid.
Click on any of the following to return to the previous process being worked: