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In the Search Results section, you can sort the information
by clicking on any underlined column header. Here's how the sort works:
The first click
sorts in ascending order. The second click
sorts in the reverse order. A third click sorts
the Invoice Amount and Amount Due fields in absolute order. Absolute order
shows negative values (such as for credit memos) without the negative
sign. The sort order
you select persists until you log out if you have the User Preference
Sort Order capability included in your user role.
To search for an invoice:
Select the
customer. How? Select the
Invoices tab.
The Invoices search screen displays the invoices for the customer.
If there are more than 200 invoices a message appears letting you know
that you can search to locate the additional invoices. The invoices are
displayed 20 per page with arrows to navigate between the pages. Use the following
table for information on how you can sort the screen.
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To sort the invoices.. |
Do this... |
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By a column header |
Click any underlined column header.
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. |
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By absolute order |
Click a third time.
The negative values for credit memos are shown as positive
numbers. The fourth click sorts in absolute order descending. |
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By invoices that have promises |
Click the Promise icon at the top of the column.
The screen displays those invoices that have promises
at the top of the list. |
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By invoices that have disputes |
Click the Disputes icon at the top of the column.
The screen displays those invoices that have disputes
at the top of the list. |
To limit the
invoices that display or to locate additional invoices, select the criteria
you want to use to locate invoices. You can search by:
Whether the
invoice is open or closed Invoice # Time frame
for the invoice Business unit
issuing the invoice Aging bucket
for the invoice Purchase order
# associated with the invoice Additional
customer information
Tip: When
searching by Invoice #, you can enter a partial number without entering
the wildcard. eCredit automatically adds the wildcard at the end of your
entry.
To search invoices,
click Search.
The Search Results section displays the invoices that match the information
you enter. |
