Filtering the invoices to create a work list

Use this procedure to filter Work List so that there is a smaller list of unmatched invoices on the match screen. Using the filter is optional. To apply the filter, specify information in the filter fields and click Filter.

  1. In the Match Specialist role, select Work List.
  2. Select a company. If you are assigned only one company, then the company is the default value in the Company field and it is read-only. If you are assigned more than one company, then select the Company to work with.
  3. Specify filter criteria into the filter fields. Specify this information:
    Vendor
    To display unmatched invoices for a particular vendor, select the invoiced vendor. You can specify the vendor number directly in the field and select the vendor from the list of vendors assigned to you.
    Vendor Search Name
    Specify the legal name of the vendor.
    Invoice
    To show unmatched invoices for a particular invoice, select the invoice number. You can specify an invoice number directly in the field and select an invoice from the list.
    Due Date
    To show unmatched invoices for a range of due dates, select the beginning and end date. Invoices with due dates within the date range display in the table when the filter is applied.
    Purchase Order
    To show unmatched invoices for a particular purchase order, select the PO number. You can specify a PO number directly in the field and select a PO from the list.
    Ship To Location
    To show unmatched invoices for a specific ship to location, select the ship to location code. You can specify a ship to location code directly in the field and select a ship to location from the list.
    Authority Code
    To show unmatched invoices for a specific authority code, select the authority code. You can specify an authority code directly in the field and select an authority code from the list.
    Buyer
    To show unmatched invoices for a specific buyer, select the buyer code. You can specify a buyer code directly in the field and select a buyer from the list.
    Invoice Amount
    Specify the invoice amount.
  4. Click Open.