TipThe Advanced Search Options - Inventory Receiving section lets you search for the invoices based on the multiple search options available. You can view the items received using an invoice and also receive items on an order using the invoice.
Tip
To view the Advanced Search Options - Inventory Receiving page, click the Advanced Search Options - Inventory Invoice Search link.
1. Click the Inventory module.
2. In the Actions section, click Receiving > Search Invoices.
3. In the Advanced Search Options - Inventory Invoice Search section, specify the following search parameters:
§ In the Vendor Name list, select the vendor that supplied the item.
§ In the PO or Card Number box, type the purchase order number or last four digits of the credit card number used to receive the item.
§ In the Received Date/Time From box and Received Date/Time To, type the date and time range from when the item is received in the MM/DD/YYYY HH:MM AM/PM format or select the date from the calendar and time from the clock.
§ In the Record Type list, select the type of record such as Invoice or Packing Slip.
§ In the Invoice /Packing Slip Status list, select the current status of the invoice or packing slip.
§ In the Invoice /Packing Slip Number box, type the unique invoice or packing slip number of the item receipt.
§ Select the Exact Match check box if you are sure that you have entered the correct text in the PO or Card Number, Invoice Number, Order Number, or Item Number box.
4. Click Search.
The Search Results grid displays the invoices or packing slips along with the invoices having similar item vendor, received date and time range, status of invoice or packing slip , payment type, and purchase order number sorted in a group.
5. Optionally, click an invoice/ packing slip number to perform the following:
§ The Line Items on Order tab displays the orders having vendor and purchase order similar to the invoice selected. You can receive the items on the order by clicking the Receive link. You can also display a specific order by typing the order number in the Order Number box and clicking Search.
§ The Invoice Line Items tab displays the items that are received using the selected invoice number. You can edit the details of the items received using the Edit link. You can also add or edit the other charges of the item by clicking the Add New Other Charge to Line Item link or the Edit link
|
Note: In the Invoice page, you can: · Click Finished - Invoice Complete to close the invoice. · Click Continue Later - Keep Invoice Open to keep the invoice open. · Click Edit Invoice to edit the details of the invoice. · Click Cancel Invoice to cancel the invoice. |
