Invoice Matching Search
Using the Invoice Matching Search, you can search for the supplier invoices based on the Voucher #, Purchase Order, and Supplier. If you leave the Voucher #, Purchase Order, and Supplier fields empty, the search results will depend on the selected query.
To perform an invoice matching search, follow these steps:
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Select a Query from the drop-down list and click Search. This will display all the supplier invoices for the selected query.
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To search for a specific supplier invoice, do the following:
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Enter the Voucher #, Purchase Order, or Supplier in their respective fields. The value you enter will be added to the selection criteria defined by the selected query.
The more data you enter, the narrower the resulting search will be.
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Click Search.
The system will then display a list of supplier invoices that match the selection criteria
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Contextual Panel
In the voucher module, when you select a record, the Contextual Panel located on the right side of the window becomes active. The voucher search window remains open even when you navigate to other windows using the Contextual Panel. The Contextual Panel provides access to various functionalities and information related to the selected voucher. Here is a description of each section within the Contextual Panel:
Details: This section allows you to view and access the complete details of the selected voucher. You can find information such as item descriptions, quantities, prices, and any additional details related to the voucher lines.
Documents: In this section, you can view the document details associated with the selected voucher, and you can also add different types of documents to the voucher. It provides access to any relevant documents, such as invoices, receipts, or attachments, allowing you to review and manage the documentation related to the voucher.
Show Errors: This section enables you to view the error details of the selected voucher. If any errors or issues are identified, this section will provide information about the specific errors encountered, helping you troubleshoot and resolve any problems associated with the voucher.
Supplier: Clicking on this section opens the supplier module, providing access to the details and information related to the supplier associated with the selected voucher. You can view supplier information, contact details, payment terms, and any other relevant data within the supplier module.
Purchase Orders: This section allows you to access the purchase order details associated with the selected voucher. You can review the purchase order information, including order numbers, quantities, prices, and any other relevant details related to the purchase order linked to the voucher.
Item: Clicking on this section opens the item module, where you can find information about the items added to the selected voucher. You can view item details, such as descriptions, codes, pricing, and any other relevant information related to the items associated with the voucher.
Activity Log: This section provides access to the activity log module for the selected voucher. You can review the history and track the activities performed on the voucher, including any modifications, updates, or changes made to the voucher record over time.
Shipping Order: This section provides access to the shipping order details associated with the selected voucher. You can view shipping order information, such as shipping dates, tracking numbers, delivery status, and any other relevant details related to the shipping order linked to the voucher.