Menu Path: None
To use Invoice Lookup, click the Invoice Lookup button in the ribbon in Invoice Entry or Invoice Inquiry.
View invoice information.
Use Invoice Lookup to view invoice information for a specific customer or all customers. You can select to display invoices for specific reference dates, references numbers, or posting statuses. You can sort the displayed invoices by reference date, reference number, customer name, or customer code.
|
Button |
Description |
|
Exit |
Click this button to close the Invoice Lookup window. |
|
Show Data |
Click this button to display data in the Invoices grid based on the selected criteria. |
|
Field or Button |
Description |
|
Select this check box to display invoices for all customers. This check box is cleared by default. |
|
|
Enter a customer code for which to display invoices, or click the Lookup buttons to select a customer code. This field is only enabled if you clear the All Customers check box. |
|
|
Enter a customer name for which to display invoices, or click the Lookup buttons to select a customer name. This field is only enabled if you clear the All Customers check box. |
|
|
Select this check box to display invoices for all reference dates. This check box is cleared by default. |
|
|
Enter a reference date for which you want to view invoices, or click the drop-down arrow to select a reference date. If you want to display invoices for a range of dates, enter the first date in the range. This field is only enabled if you clear the All Reference Dates check box. |
|
|
Enter the last date in a range of dates for which to display invoices, or click the drop-down arrow to select a date. If you want to display invoices for a single reference date, you can leave this field blank. This field is only enabled if you clear the All Reference Dates check box. |
|
|
Select this check box to display invoices for all invoice numbers. This check box is cleared by default. |
|
|
Enter an invoice number for which you want to view information, or click the Lookup button to select an invoice number. If you want to display invoices for a range of invoice numbers, enter the first invoice number in the range. This field is only enabled if you clear the All Reference #s check box. |
|
|
Enter the last invoice number in a range of invoice numbers for which to display invoices, or click the Lookup button to select an invoice number. If you want to display a single invoice, you can leave this field blank. This field is only enabled if you clear the All Reference #s check box. |
|
|
Click the Lookup button to select whether to display posted, unposted, or both posted and unposted invoices. |
|
|
Select a method for sorting invoices in the Invoices grid. |
|
|
This grid displays invoice information based on the selected criteria. |