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invoice_search

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invoice_search [2018/06/01 11:28] – created lisa.maloneyinvoice_search [2024/08/13 18:03] (current) – tina.robles
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 **__Invoice Search__** **__Invoice Search__**
  
-To search for an Invoice, click on the Claim menu item and select Invoice Search.+To search for an Invoice, expand the Claim menu item and select Invoice Search.
  
-{{:pasted:20180601-112210.png}}+{{:pasted:20240813-175624.png}}
 ----- -----
 +
 +**Create Invoice**
 +
 +The Invoice Search is where a New Invoice can be created by users with permissions.  Click the New Invoice button to create a New Invoice.
 +
 +{{:pasted:20221011-115116.png}}
 +
 +Please refer to the Invoice and Claim Entry section of the help documents [[invoice_and_claim_entry|]] for information on creating a new Invoice.
 +
 +-----
 +
 There are two sections in which search criteria can be entered.  The section on the left searches all fields as labeled and the section on the right searches by date parameters and invoice number. There are two sections in which search criteria can be entered.  The section on the left searches all fields as labeled and the section on the right searches by date parameters and invoice number.
  
-{{:pasted:20170505-112924.png}}+{{:pasted:20221011-115156.png}}
 ----- -----
 On the left side, enter search criteria and select Search or click the Enter key on the keyboard to perform a search.    On the left side, enter search criteria and select Search or click the Enter key on the keyboard to perform a search.   
  
-{{:pasted:20160927-173527.png}}+{{:pasted:20221011-115240.png}}
  
 To clear the values entered in the search criteria sections, click the X button at the beginning of the criteria row. To clear the values entered in the search criteria sections, click the X button at the beginning of the criteria row.
  
 {{:pasted:20170505-113829.png}} {{:pasted:20170505-113829.png}}
------ 
-Refer to the Search Legend for specifics on how to perform And, Or, Not, Prefix, or Grouping searches.  This section can be viewed by clicking the Search Legend button. 
  
-{{:pasted:20170516-095831.png}}+To see all available fields that can be searched, hover on the field and a popup will display. Use the scroll bar to view all options. 
 + 
 +{{:pasted:20221011-115321.png}} 
 +----- 
 +Refer to the Legend for specifics on how to perform And, Or, Not, Prefix, or Grouping searches.  This section can be viewed by clicking the Legend icon.
  
-{{:pasted:20160927-173513.png}}+{{:pasted:20221011-115421.png}}
  
 ----- -----
  
-The claim search is a "Full Text" search.  Example: If "Evaluate" is entered in the Claim Search Criteria field, then all claims with a status of "Evaluation" will be returned.+The claim search is a "Full Text" search.  Example: If "Evaluation" is entered in the Claim Search Criteria field, then all claims with a status of "Evaluation" will be returned.
  
-{{:pasted:20160927-173334.png}}+{{:pasted:20240813-175841.png}}
 ----- -----
  
 The search results can also be filtered by entering text in the box at the top of each column and clicking Enter on the keyboard.  To clear a filter, delete the text in the column search and click Enter. The search results can also be filtered by entering text in the box at the top of each column and clicking Enter on the keyboard.  To clear a filter, delete the text in the column search and click Enter.
  
-{{:pasted:20160122-145401.png}}+{{:pasted:20240813-175933.png}}
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 On the Search on the right, there are several date options to search by as well as Invoice Number.   On the Search on the right, there are several date options to search by as well as Invoice Number.  
  
-{{:pasted:20170505-114127.png}}+{{:pasted:20240813-180009.png}}
  
 Select a Criteria Type from the first drop down. Select a Criteria Type from the first drop down.
  
-{{:pasted:20180601-112813.png}}+{{:pasted:20240813-180031.png}}
  
 Then select a Criteria Operator. Then select a Criteria Operator.
  
-{{:pasted:20170505-113331.png}}+{{:pasted:20240813-180045.png}}
  
 Enter in a Date or use the calendar to select a date.  If searching by Invoice Number, this field will be a textbox. Enter in a Date or use the calendar to select a date.  If searching by Invoice Number, this field will be a textbox.
  
-{{:pasted:20170505-113507.png}} {{:pasted:20170505-114923.png}}+{{:pasted:20240813-180121.png}}  {{:pasted:20240813-180138.png}}
  
 Additional criteria can be entered in this section by clicking the Add Field Criteria button.  To remove a section, click the Remove Last Criteria section. Additional criteria can be entered in this section by clicking the Add Field Criteria button.  To remove a section, click the Remove Last Criteria section.
  
-{{:pasted:20170505-113728.png}}+{{:pasted:20240813-180154.png}}
  
 To clear the values entered in the search criteria sections, click the X button at the beginning of the criteria row. To clear the values entered in the search criteria sections, click the X button at the beginning of the criteria row.
  
-{{:pasted:20170505-113829.png}}+{{:pasted:20240813-180214.png}} 
 + 
 +----- 
 +**Invoice Search Results Grid** 
 + 
 +The results grid is limited to 1000 records.  Add additional search criteria, if needed, to find a specific invoice. 
 + 
 +{{:pasted:20240813-180340.png}} 
 + 
 +The grid displays Invoice ID (hyperlink to Invoice View), Invoice Number, Submitted, Deduction Number Hint, Amount Requested, Amount Open, Claimant Company Number, Claimant Company Name, Invoice Date, Start Date, End Date, Claim Count and Creator Name. 
 + 
 +Invoice ID - clicking this will open the Invoice View 
 + 
 +Submitted - Indicates true if the invoice has been submitted or false if the invoice has not been submitted 
 + 
 +Amount Open - displays the dollar amount of  the invoice which has not been claimed
  
 +Claim Count - displays the number of claims associated to the invoice
 ----- -----
  
 +The data in the results grid can by exported to excel by clicking the Export button.
  
invoice_search.1527852519.txt.gz · Last modified: 2018/06/01 11:28 by lisa.maloney

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