You can find invoices to respond to supplier inquiries, including questions regarding invoice payment status, invoice payment date, reasons an invoice has not been paid, and total balance due for a supplier or supplier site. You can also find invoices to make adjustments to them or to perform actions on them, such as approval or cancellation.
You can find invoices in the Invoice Workbench either by using the Find Invoices window or by entering query criteria directly into the Invoices window. In the Find Invoices window, you can enter a greater variety of criteria, including invoice status and ranges for invoice amounts, invoice dates, and voucher numbers. You then choose Find to navigate to the Invoices window, where Payables displays all invoices that match your Find criteria. From the Invoices window, you can review or adjust information about an invoice, and you can navigate to other windows to review or adjust scheduled payments, distribution holds, related payments, and more.
If you want to find invoices contained in a particular invoice batch, you can also find the invoice batch, then choose the Invoices button in the Invoice Batches window. See: Finding Invoice Batches.
If you want to review in one window a wide variety of high level information about a single invoice, use the Invoice Overview window. See: Invoice Overview.
To find an invoice using the Find Invoices window:
1. Open the Find Invoices window from the Invoices window either by choosing the Find icon from the Toolbar or by selecting Find from the Query menu. Enter criteria directly into the fields. You can enter complex criteria by entering information in several fields. Some fields will not become enabled unless you first identify the supplier.
2. Choose the Find button to navigate to the Invoices window where Payables displays all invoices that match your criteria.
Payables displays invoices in the following order:
Supplier Name (ascending)
Supplier Site (ascending)
Invoice Date (descending)
Invoice Number (ascending)
Invoice Amount (descending)
You can also open custom folders that display information in a custom format, if you or your organization has defined any.
Attention: The Holds field in the Invoices window shows only invoice holds, not supplier holds. For example, if the supplier site has the Hold All Payments option enabled and there are no invoice holds on an invoice, the Hold field will display zero.
