Assign invoice - Details

Assign invoice - Details

In this dialogue box, you can search for the corresponding order for the current invoice. See also Search criterion status. Fields with invoice data and search criteria are provided for this purpose. When the search is complete, the search results are displayed in another field.

In this dialogue box, you can search for the order you want to assign to the current invoice.

The Unassigned invoice field displays general invoice data.
In the Search criteria field specify which orders are to be displayed.
The corresponding orders will be listed in the Results field.

Unassigned invoice field

This field shows the order number, price, date, supplier, purchasing company and status of the current invoice.

You can also cancel the current invoice here:

Activate the Reject the entire invoice option.
Enter the reason for cancellation.
Click on the Cancel button.

The invoice then has the status Rejected. Please note that based on the setup of the Invoice cancellation scheduled task and the corresponding assignment of the supplier e-mail address, the invoice cancellation message is sent to the supplier.

Search criteria

If you do not specify search criteria all orders in your field of responsibility will be displayed. You can select the following search criteria:

Search criterion	Meaning
Order number	The default value for this field is the information on the invoice. You can enter a different value and use * as a wildcard.
Price deviation in currency	Orders whose price exceeds or falls short by no more than the specified value are considered.
Supplier	The default value for this field is the information on the invoice. You can enter a different value and use * as a wildcard.
Orders with assigned invoice	Only lists the orders to which an invoice is already assigned.
Orders without assigned invoice	Only lists the orders to which no invoice has yet been assigned.
Maximum results displayed	Maximum number of orders found that are displayed for "without assigned invoice", otherwise the number of invoices found for orders. Note: Scrolling through the results is not possible.

Using the Search button you can update the display in the Results field according to your search criteria.

Results

This field lists a table of all orders that correspond to the search criteria. Order number, total price, date, supplier and purchasing company are given for the orders found.

Using the following links in the table you can see additional information on the orders or edit the assignment to invoices:

Order	To see order details.
Invoice	To see invoice details.
Assign invoice	To assign the invoice to the order