Payables search

Use this procedure to search for payables invoices. You can select a record and perform several actions.

  1. Select Search Invoices. All invoices are displayed.
  2. Click Options > Search.
  3. Use the filter fields to narrow your results.
  4. Click the hyperlink on any field to view and change the record.
    • Click a detail line in the vendor name field to open the Vendor page.
    • Click an Invoice Number hyperlink to open the Invoice page.
  5. Select a record and click Actions to perform these actions:
    • Open: Use to open an invoice record on the selected line to view or change.
    • Create and Release: Use to create a new invoice and release that invoice if all edits are passed. The Create Invoice page is displayed. All users may not have security access to these secondary screens.
    • Create Invoice: Use to create a new invoice.
    • Apply A Credit To This Invoice: This option is only available for invoices with a negative total amount. Specify the invoice ID and the applied amount.
    • Cancel: Use to cancel an invoice from the Cancel Invoice page. Cancel Date, Reason, and Comment are required fields.
    • Create Company Customer: Use to open the Company Customer page to create the connection between Payables and Receivables. Company and Default Code are required fields.
    • Email Invoice: Use to open an email screen to specify the email address or a resource. Subject and Contents are required fields.
    • Put Invoice on Hold: Use to add a hold code to the invoice.
    • Update: Use to make changes to the invoice.
    • Build Smart Reconciliation Queue: Use to build a reconciliation queue. A message is returned indicating reconciliation queue built.
    • Invoice Hold Mass Update: Use to open the Vendor record.
    • Mass Invoice Release: Select parameters for invoices to release. Fields include Company, Company Group, Authority Code, Voucher Number Prefix, Voucher Number Begin Range, and Voucher Number End Range.