Telus TPM Documentation

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**__Invoice Search__**

To search for an Invoice, expand the Claim menu item and select Invoice Search.

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**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.

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Please refer to the Invoice and Claim Entry section of the help documents [[invoice_and_claim_entry|]] for information on creating a new Invoice.

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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.

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On the left side, enter search criteria and select Search or click the Enter key on the keyboard to perform a search.   

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To clear the values entered in the search criteria sections, click the X button at the beginning of the criteria row.

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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.

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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.

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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.

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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.

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__Search Criteria Options:__

__Invoice:__
Invoice ID, Invoice Number, Amount Requested, Deduction Hint, Company Name, Company Number, Creator First Name, Creator Last Name, Creator Email

__Claim:__
Claim ID, Claim State, Requested Total, Allowed Total, Claim Tag, Contract Version ID, Contract ID, Contract Name, Contractee Name, Contractee Number, Contractee Grouping Description, Contractee Grouping Code, Deduction Number, Transaction Number (Check Number).

__Transaction:__
Claim Transaction Type, Payment Transaction Type, Payment Transaction State, Transaction Number, Payee Name, Payee Address 1&2, Payee City, Payee Region, Payee Postal Code, Payee Country

__Product/LumpSum:__
Product Name, Product Number, GTIN Number, UPC Number, Claim Product Name, Claim Product Number, LumpSum Description, LumpSum CD, Contract LumpSum Description

__Client Defined Fields:__
This section searches on the values of the Client Defined Field (only if there are Claim Client Defined Fields set up for the manufacturer within GoSimple).  If there is a checkbox, enter true/false for checked/unchecked. It also searches number values, date values and list values.
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On the Search on the right, there are several date options to search by as well as Invoice Number.  

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Select a Criteria Type from the first drop down.

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Then select a Criteria Operator.

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Enter in a Date or use the calendar to select a date.  If searching by Invoice Number, this field will be a textbox.

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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.

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To clear the values entered in the search criteria sections, click the X button at the beginning of the criteria row.

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**Invoice Search Results Grid**

The results grid is limited to 1000 records.  Add additional search criteria, if needed, to find a specific invoice.

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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
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The data in the results grid can by exported to excel by clicking the Export button.