Search for Invoices

Use this activity to search for invoices.

When searching for merged invoices, since the primary job invoice represents for the whole invoice, if invoices are searched by the job name of the primary job invoice as the only criteria then the invoice is returned from the search. However, if the job name of a non-primary job invoice is used as the only criteria then the invoice are not returned from the search.

Activity Steps

  1. Access the CCINV—Invoice application from the main menu or quick launch to display the CCINV—Search Invoice screen.
  2. Select Display Currency as the invoice or laboratory currency.
  3. Select Sort Order on to pre-set the order of the records in the grid.
  4. Enter the Biofield Code search criteria. Note that biofields are filtered by those with org-scope that have either no line of business defined, or a line of business matching one of the laboratory's lines of business, or by those with lab-scope.
  5. Enter other relevant search criteria and click Search. (All codes, enumerations and Job Name fields are case-sensitive for searching.)

    Only production, internal and proposal jobs are returned from the search; laboratory batch, template, schedule and draft jobs are not returned from the search at all.

    Cancelled jobs are excluded by default in search results.

    Tip: To return cancelled jobs in the search results set, include Cancelled in the Workflow Status criteria and check the Include Cancelled Jobs check box. Where this is selected, then the Cancelled date range criteria becomes available on the Job Criteria tab. Where this check box is cleared, then any selection of Cancelled in the Workflow Status criteria is ignored. Refer to the Cancelling Jobs for limitations placed on cancelled jobs and samples.

    Invoices that match the criteria display in the grid, and show the relevant job invoice for single-job invoices, and the primary job invoice for merged invoices.

    Depending upon the selected Display Currency, the various invoice amounts are either displayed in the invoice's Currency as they appear in the invoice, or are converted to the laboratory's Currency and displayed. Exchange rates, as configured in the MSECUR—Currency application are applied, such that, if the invoice's Invoice Status is Authorised, the exchange rate with a date window that matches the invoice's Authorised Date is used, otherwise if the invoice's Invoice Status is anything else, the latest exchange rate is used.

    • A proposal invoice displays the WIP Amount, Estimate Amount, Invoice Amount Incl Tax and Invoice Amount.
    • A production invoice displays WIP Amount, Estimate Amount, Invoice Amount Incl Tax and Invoice Amount.
    • A credit note displays Invoice Amount Incl Tax and Invoice Amount. (WIP Amount and Estimate Amount display as zero as these amounts are not relevant for a credit note.)
    • A production job cost invoice displays WIP Amount and Estimate Amount. (Invoice Amount Incl Tax and Invoice Amount display as zero as these amounts are not relevant for a production job cost invoice.)
    • Where an invoice's Ignore Tax is selected, then no tax is applied to the invoice.
    • An invoice's Is WIP Est Outdated check box indicates whether the WIP and estimate amounts need to be updated for an invoice.