Use Advanced Search for Invoices

  1. Click the solution selector icon and select Invoices. The Dashboard opens.

  2. Click Invoices.

    Tip: The Invoice Date column contains the date that was in the supplier document.

  3. Click Advanced Search.

  4. Define search criteria in the Filters list.
    FieldDescription

    Received

    Select a length of time for each selected date type. Options are:

    • Time Period – Select from the following list of predefined time periods: Today, Yesterday, Last 3 Days, Last 7 Days, Last 2 Weeks, Last 30 Days, Last 3 Months
    • Custom – Select from and to dates from a calendar

    Tip: This setting persists across sessions. Therefore, this option will still be selected the next time you log in.

  5. Define search criteria in the Invoices list.
    FieldDescription
    PO #

    Type a PO number.

    My Exchange uses wildcard search. This means that you can use the asterisk * wildcard character in certain fields to narrow your search results.

    No PO # InvoicesClick to include invoices without PO numbers.
    Invoice #

    Type an invoice number.

    Separate multiple values using a semicolon ;.

    My Exchange uses wildcard search. This means that you can use the asterisk * wildcard character in certain fields to narrow your search results.

    Invoice Type

    Select an invoice type. Options are:

    • Invoice
    • Credit Memo
    • Debit Invoice
    Invoice Channel

    Select an invoice channel. Options are:

    • Exchange
    • TradingNet
    Delivery Status

    Select an invoice delivery status. Options are:

    • In process
    • Failed
    • Delivered
    • Stopped
    • Parked
  6. Define search criteria in the Trading Partner Attributes list.
    FieldDescription
    Buyer OrganizationType at least two characters in this field to select from a list.
    Custom Search

    Type one or more buyer organization names.

    Separate multiple values using a semicolon ;.

    My Exchange uses wildcard search. This means that you can use the asterisk * wildcard character in certain fields to narrow your search results.

    ExcludeClick to exclude the organizations in the Buyer Organization field. The icon turns blue when enabled.
    IDN - Select All Facilities

    Click to select all buyer facilities in the search.

    Tip: This setting persists across sessions. Therefore, this option will still be selected the next time you log in.

    Ship To Account #Type at least two characters in this field to select from a list.
    Payer ID

    Type a payer ID.

    Separate multiple values using a semicolon ;.

    My Exchange uses wildcard search. This means that you can use the asterisk * wildcard character in certain fields to narrow your search results.

    SupplierType at least two characters in this field to select from a list.
    Custom Search

    Type one or more supplier organization names.

    Separate multiple values using a semicolon ;.

    My Exchange uses wildcard search. This means that you can use the asterisk * wildcard character in certain fields to narrow your search results.

    ExcludeClick to exclude the organizations in the Supplier field. The icon turns blue when enabled.
    Supplier - RootClick to select all supplier divisions.
  7. Select the Save this search as a Work List checkbox to save this search criteria as a work list. See Work Lists for more information.
  8. Click Search or press ENTER. The search results display.