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invoice_search
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| Both sides previous revisionPrevious revision | |||
| invoice_search [2022/10/11 11:54] – lisa.maloney | invoice_search [2024/08/13 18:03] (current) – tina.robles | ||
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| To search for an Invoice, expand the Claim menu item and select Invoice Search. | To search for an Invoice, expand the Claim menu item and select Invoice Search. | ||
| - | {{:pasted:20181127-110206.png}} | + | {{:pasted:20240813-175624.png}} |
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| - | The claim search is a "Full Text" search. | + | The claim search is a "Full Text" search. |
| - | {{: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. | 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. | ||
| - | {{: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}} |
| Additional criteria can be entered in this section by clicking the Add Field Criteria button. | Additional criteria can be entered in this section by clicking the Add Field Criteria button. | ||
| - | {{: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}} |
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| The results grid is limited to 1000 records. | The results grid is limited to 1000 records. | ||
| - | {{:pasted:20180601-113220.png}} | + | {{: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. | 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_search.1665489276.txt.gz · Last modified: 2022/10/11 11:54 by lisa.maloney
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