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Searching for Invoices or Action Items from Collection Activity

Procedure

The Collection Activity screen displays a maximum of twenty pages (200 invoices) at one time. To display specific invoices or action items, you can enter search criteria in the Search Invoices section at the top of the screen.

To search for invoices or action items on the Collection Activity Screen:

  1. From the Main menu, select Work Queue.
    The Work Queue Search screen appears.

  2. Click the  Work Queue Summary tab.
    The Work Queue Summary screen appears.

  1. If necessary, search for the customer that you want to work with.

  2. In the Search Results section, select the Collection Activity link in the Go To column for the customer you want to work on.
    The Collection Activity screen displays the currently due action items for the customer. The action items are sorted by action item due date with the oldest action items at the top of the screen. The screen displays 10 action items per page with arrows to navigate to the other pages.

  1. Enter search criteria as follows. You can enter as many search criteria as your search requires.

If  you want to search by...

Then ...

date

  1. Select one of the following:

    • Action Item Date (the due date for the action item)

    • Invoice Date

    • Invoice Due Date

  1. Click the calendar icon next to the From Date field to select the date that establishes the start date for the time period searched.

  2. Click the calendar icon next to the To Date field to select the date that establishes the end date for the time period searched.

Note:  When searching by date, you must enter both a From Date and a To Date.

invoice # or purchase order #

Enter the number in the Invoice # or Purchase Order # field.

Note: If you enter a partial number, enter the % at the end of your entry to indicate that the entry is partial. If there are spaces in the number, you must enter the spaces.

For a specific action item

Enter the action item name in the Action Items field.

Note: If you enter a partial name, a trailing wild card is automatically entered for the search.

For example, to locate all actions items that begin with 'Send', if you enter 'Send', the search locates all actions whose names begin with Send,such as Send Reminder Letter and Send Credit Hold Warning Letter.

action item view

Select the view from the Action Item View list.

When you select a view, the search results are returned using the view you select. See "Action Item Views."

  1. Click Search when you have defined all the criteria necessary for your search.
    The Search Results section shows the invoices and their action items that match the information you entered.

  1. If you don't see what you want or to adjust the view,

    • sort the screen by clicking on any of the underlined column headers.
      The first click sorts in the default order set by your business administrator. The second click sorts in the reverse order. The sort order you select on the Invoices screen persists until you log out.

    • sort the screen by absolute sort order by clicking a third time.
      The negative values for credit memos are shown as positive numbers. The fourth click sorts in absolute order descending.

    • sort the screen to show invoices having promises at the top of the list by clicking the Promise icon in the column header.

    • sort the screen to show invoices having disputes at the top of the list by clicking the Dispute icon in the column header.

    • narrow your search by entering additional or more precise criteria.