| • | How do I display an invoice by invoice ID? |
| • | How do I display invoice lines by check number? |
| • | How do I display a single invoice line? |
| • | How do I display all invoice lines on a single invoice? |
| • | How do I display information about one of the orders linked to the invoice? |
| • | How do I display information about one of the funds linked to the invoice? |
| • | How do I display only invoice information, not line information? |
| • | How do I display all invoices for a single vendor? |
| • | How do I display all invoices for a library in the system? |
| • | What are the warning messages I may see when I display an invoice? |
How do I display an invoice by invoice ID?
By typing one or more characters of the invoice ID in the Invoice Search, you may display a list of invoices. If only one matching invoice is found, that invoice record appears. By typing the exact invoice ID and invoice line, you may display a single invoice line record.
How do I display invoice lines by check number?
In the Invoice Search, by typing one or more characters of the check number and $ for truncation, you may display a list of invoice lines matching that particular check number. If only one matching invoice line is found, that invoice record displays. By typing the exact check number, you may display all invoice lines that use that exact check number.
How do I display a single invoice line?
To display a single invoice line
| 1 | In the Invoice Search, select the Invoice ID index from the list. |
| 2 | Type the exact Invoice ID in the Search field. |
| 3 | Type the Invoice Line number in the Invoice Line field. |
| 4 | Click Search. |
| 5 | The Display Invoiceline window opens, displaying detailed information about the invoice line. |
How do I display all invoice lines on a single invoice?
In the Display Invoice wizard, use the Display All Invoice Lines helper to display all invoice lines on the invoice. You will be able to view all lines without opening each line individually.
How do I display information about one of the orders linked to the invoice?
On the Invoice Lines tab, select an invoice line and click the Display Orderline tool. Detailed order and orderline information specific to that invoice line appears.
How do I display information about one of the funds linked to the invoice?
On the Invoice Lines tab, select an invoice line and click the Display Funds Summary tool. A summary of funds linked to this invoice line appears, and includes the following information.
| • | Fund ID |
| • | Fiscal Cycle |
| • | Account Number |
| • | Amount Invoiced |
| • | Amount Paid |
To display a funds summary for the entire invoice, use the Display Funds Summary Helper. You can also use the Save Funds Summary Helper to save this information to a file. See the helper topics for more information.
How do I display only invoice information, not line information?
In the Display Invoice wizard, after searching an invoice, click the Invoice tab. This tab displays only invoice information. The Invoice Lines tab displays the individual invoice lines linked to the invoice.
How do I display all invoices for a single vendor?
To display all invoices for a single vendor
| 1 | In the Invoice Search, select the Vendor ID index. |
| 2 | Type a Vendor ID in the Search field, and click Search. |
| 3 | The Invoices tab displays all invoices linked to this vendor. |
| 4 | You can select an invoice in the list, and click Display Invoice to see detailed invoice information. |
To view vendor summary information, including amounts, dates, and numbers for all invoices, use the Review Vendor Invoices Wizard. See the wizard topic for more information.
How do I display all invoices for a library in the system?
To view all invoices for a library
| 1 | In the Invoice Search, select the Invoice ID index. |
| 2 | Clear the Search, Invoice Line, and Vendor ID fields. |
| 3 | Click the Keyword search option. |
| 4 | Click Search, and all invoices for the selected acquisitions library will appear. |
What are the warning messages I may see when I display an invoice?
If the Display Invoice wizard is configured to display a warning message when the difference between the amount invoiced for an item and the discounted price of the item (from the orderline of the displayed invoice) exceeds the threshold set in the Session Settings wizard, the following message displays.
WARNING: The difference between order price and invoice price exceeds the threshold.
If the Display Invoice wizard is configured to display a warning message when the total quantity invoiced is greater than the quantity received on the orderline of the displayed invoice, the following message displays.
WARNING: The quantity invoiced is greater than the quantity received.
The wizard properties and/or invoice search window can be configured to display a warning message during an invoice search if the invoice being looked up has invoice line validation amount errors, quantity errors, or both. The warning message window can include multiple warnings, depending on how many invoice lines do not pass validation and for what reason(s). The Display Invoiceline Tool is available in the warning message window for you to view a specific invoice line that did not pass validation. If the invalid invoice line is linked to an order, the Display Orderline tool (Display Order Tools) is available for you to view the orderline.
The wizard properties and/or invoice search window can be configured to display a warning message during an invoice search if the invoice being looked up has invoice line validation amount errors, quantity errors, or both. The warning message window can include multiple warnings, depending on how many invoice lines do not pass validation and for what reason(s). The Display Invoiceline Tool is available in the warning message window for you to view a specific invoice line that did not pass validation. If the invalid invoice line is linked to an order, the Display Orderline tool (Display Order Tools) is available for you to view the orderline.
Related topics
Display Invoice Wizard Properties
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