Payables search

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

  1. Select Invoices and click the Search tab. All invoices are displayed.
  2. Use the filter fields to narrow your results.
  3. 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.
  4. 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.