Difference between revisions of "Find Sales Invoices Screen"
From Opentaps Wiki
Jump to navigationJump to search (New page: You may search invoices using the following criteria: *'''Invoice ID''' - This is the internal ID number of the invoice. *'''Party''' - Enter the internal ID of the party manually, or se...) |
|||
| (3 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
You may search invoices using the following criteria: | You may search invoices using the following criteria: | ||
| − | *'''Invoice ID''' - This is the internal ID | + | *'''Invoice ID''' - This is the internal ID of the specific invoice. |
| − | *'''Party''' - Enter the internal ID of the party | + | *'''To Party''' - This is the party the invoice was created for. Enter the internal ID of the party manually, or search for it using the [[lookup widget]]. |
| + | *'''Status''' - Select the current status of the invoice (for example, "Sent" or "Paid") from the drop down menu. | ||
| + | *'''Invoice Date''' - This is the date the invoice was created. Enter the "From" and "Thru" date manually or search for it using the [[calendar widget]]. This will specify the time frame for the search. | ||
| + | *'''Due Date''' - This is the specified date by which the invoice must be paid. Enter the "From" and "Thru" date manually or search for it using the [[calendar widget]]. This will specify the time frame for the search. | ||
| + | *'''Paid Date''' - This is the actual date the payment was received. Enter the "From" and "Thru" date manually or search for it using the [[calendar widget]]. This will specify the time frame for the search. | ||
| + | *'''Ref Num''' - This is the reference number of the invoice payment. | ||
| + | |||
| + | Click the [Find] button to bring up all invoices that match the criteria you entered. Clicking on an invoice from the search results will take you to the [[View Invoice Screen| Sales Invoice Screen]]. | ||
Latest revision as of 17:29, 5 December 2007
You may search invoices using the following criteria:
- Invoice ID - This is the internal ID of the specific invoice.
- To Party - This is the party the invoice was created for. Enter the internal ID of the party manually, or search for it using the lookup widget.
- Status - Select the current status of the invoice (for example, "Sent" or "Paid") from the drop down menu.
- Invoice Date - This is the date the invoice was created. Enter the "From" and "Thru" date manually or search for it using the calendar widget. This will specify the time frame for the search.
- Due Date - This is the specified date by which the invoice must be paid. Enter the "From" and "Thru" date manually or search for it using the calendar widget. This will specify the time frame for the search.
- Paid Date - This is the actual date the payment was received. Enter the "From" and "Thru" date manually or search for it using the calendar widget. This will specify the time frame for the search.
- Ref Num - This is the reference number of the invoice payment.
Click the [Find] button to bring up all invoices that match the criteria you entered. Clicking on an invoice from the search results will take you to the Sales Invoice Screen.
