>
>
>
When you select Customer Invoice Writeoffs from the Main Menu, the system displays the Document Lookup screen. Although you may use this screen to search for any type of e-doc, it initially displays fields that are especially helpful in searching for customer invoices writeoffs.
To search for Customer Invoice Writeoff documents, enter INVW in the Document Type to and then move the cursor to another field.
Customer Invoice Writeoffs Document screen field definitions
Title |
Description |
Type |
To search for customer invoice writeoffs, use the
default entry of INVW. To search for another type of e-doc, enter the
appropriate type code or use the lookup
|
Initiator |
To search for customer invoice writeoffs initiated by a particular user, enter the person's username (principal name) or use the lookup |
Document ID |
To search for a customer invoice writeoff based on its unique document number, enter the number. |
Date Created From |
To search for customer invoice writeoffs created
during a particular period of time, enter the first date in the desired
range of dates. You may also use the calendar icon |
Date Created To |
To search for customer invoice writeoffs created
during a particular period of time, enter the last date in the desired
range of dates. You may also use the calendar icon |
Document Description |
To search for customer invoice writeoffs containing a particular description, enter the description. |
Organization Document Number |
To search for customer invoice writeoffs containing a particular organization document number, enter the number.
|
Customer Number |
To search for customer invoice writeoffs based on a
particular customer number, enter the customer ID or use the lookup |
Customer Name |
To search for customer invoice writeoffs based on a particular customer name, enter the name. |
Customer Source Code |
To search for customer invoice writeoff documents based on a particular customer source code, enter the customer source code, or select from the drop down list or use the lookup |
Customer External ID |
To search for customer invoice writeoff documents based on a particular customer external ID, enter the customer external ID. |
Processing Chart Code |
To search for customer invoice writeoffs based on the
processing organization
associated with them, use this field and the Processing Organization Code
field (see below). Select the appropriate chart code from the list or use the lookup |
Processing Organization Code |
To search for customer invoice writeoffs based on the
processing organization associated with them, use this field and the Processing Chart
Code field (see above). Enter the appropriate organization
code or use the lookup |
Billing Chart Code |
To search for customer invoice writeoffs based on the
billing organization associated
with them, use this field and the
Billing
Organization Code field (see below). Select the
appropriate chart code from the list or use the lookup |
Billing Organization Code |
To search for customer invoice writeoffs based on the
billing organization associated with them, use this field and the Billing Chart
Code field (see above). Enter the appropriate organization
code or use the lookup |
Chart Code |
To search for customer invoice writeoffs for a
particular account, use this field and the Account Number
field (see below). Select the appropriate chart code from the list or use
the lookup |
Account Number |
To search for customer invoice writeoffs for a
particular account, use this field and
the Chart
Code field (see above). Enter the appropriate account
number or use the lookup |
Invoice Reference Number |
To search for customer invoice writeoffs based on an associated invoice reference number, enter the appropriate number. |
Ledger Document Type |
To search for customer invoice writeoffs associated
with a particular ledger document type, enter the appropriate type code or
use the lookup |
Total Amount |
To search for customer invoice writeoffs based on the total amount, enter the amount. |
Search Result Type |
To view the customer invoice writeoffs in their entirety that match your search criteria, click Document Specific Data. To retrieve only the routing status, date created, and route log for these customer invoice writeoffs, click Workflow Data. |
Name this search (optional) |
To save this set of search criteria for later use, enter a name for it. |
In many fields you may use special
characters to search on a partial entry. For information about using special
characters to search, see Data Entry Tips.
For information about using
features and options that are common to all types of custom document searches
and working with the search results, see Performing Custom Document Searches.
After you select a specific invoice writeoff from the search results, the system displays it in view-only mode.
For information about the fields
on a customer invoice writeoff document Document
Layout under Customer Invoice
Writeoff.
More: