Screen flows

• Submit—Perform a search using the entered search criteria and display the results in the grid.
• New Search—Return to the Search screen and clear the search results and the search criteria.
• Saved Searches—Display a saved searches menu where you can save a search, rename and delete existing searches. Refer to Using the Screen Interface for more information.

Invoice Criteria Tab

The primary criteria, including dates each with a range or selection of values, to search for invoices. The search results grid displays details from the relevant job invoice when the invoice only contains a single job, or from the primary job when the invoice contains multiple job invoices.

• Invoice Type

  Search invoices by invoice type:

  • Production Invoice
  • Credit Note Invoice
  • Production and Credit Note Invoices
  • Proposal Invoice
  • Proposal Job Cost
  • Production Job Cost.

• Invoice Status

  Search invoices by invoice status:

  • Initial
  • Draft
  • Edited
  • Released
  • Authorised
  • Transmitted
  • Sent
  • Accepted
  • Rejected
  • Paid
  • Credited
  • Cancelled
  • Booked.

  Where multiple criteria are entered, then the criteria are applied as "Or".

• Invoiced

  Search invoices by when an invoice was released. Select start and end dates from the calendars, and a date range option:

  • Between
  • Any
  • Null
  • Delta.

• Description

  Search invoices by description.

• Client Code

  Search invoices by the code of an associated client.

• Client Name

  Search invoices by the name of an associated client.

• Project Code

  Search invoices by the code of an associated project.

• Project Name

  Search invoices by the name of an associated project.

• Contact Code

  Search invoices by the code of an associated contact.

• Contact Name

  Search invoices by the name of an associated contact.

• Quote Code

  Search invoices by the code of an associated quote.

• Sort Order

  The order in which the results are returned to the search results grid:

  • Job Client Code ASC
  • Job Client Code DESC
  • Job Project Code ASC
  • Job Project Code DESC
  • Job Received ASC
  • Job Received DESC
  • Job Completed ASC
  • Job Completed DESC
  • Job Validated ASC
  • Job Validated DESC
  • Job Required ASC
  • Job Required DESC
  • Invoice Client Code ASC
  • Invoice Client Code DESC
  • Invoice Project Code ASC
  • Invoice Project Code DESC
  • Invoice Released ASC
  • Invoice Released DESC
  • Invoice Authorised ASC
  • Invoice Authorised DESC.

• Display Currency

  The currency in which to display invoices returned from the search:

  • Invoice
  • Laboratory.

• External Id

  Search invoices by the external ID.

• Has WIP/EST outdated

  When searching for invoices for Generating Financial Reports, where the Invoice Type search criteria is:

  • Production Invoice, Credit Note Invoice, ‘Production and Credit Note Invoices or Proposal Invoice

    and the Has WIP/EST outdated search criteria is:

    • All, then invoices are not filtered by an invoice's Is WIP EST Outdated flag.

    • Yes, then invoices are filtered by whether an invoice's Is WIP EST Outdated flag is true.

    • No, then invoices are filtered by whether an invoice's Is WIP EST Outdated flag is false.

  • Proposal Job Cost or Production Job Cost

    and the Has WIP/EST outdated search criteria is:

    • All, then jobs are not filtered by a job's Cost WIP EST Outdated flag.

    • Yes, then jobs are filtered by whether a job's Cost WIP EST Outdated flag is true.

    • No, then jobs are filtered by whether a job's Cost WIP EST Outdated flag is false.

Invoice Scheme Criteria Tab

The scheme criteria to search for invoices.

• Section Code

  Search invoices by the code of a section associated with an invoice scheme. A section may be selected from the drop-down list that contains active sections in scope, as configured in the CCSECT—Section application. Click the field hyperlink to display the CCSECT—Search Section screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Section Group Code

  Search invoices by the code of a section group associated with a section related to an invoice scheme. Click the field hyperlink to display the CCSECP—Search Section Group screen, select the appropriate value and click Select and Return to populate the field with the selected value. A section group may be selected from the drop-down list that contains active section groups in scope, as configured in the CCSEGP—Section Group application.

• Scheme Code

  Search invoices by the code of an invoice scheme. A scheme may be selected from the drop-down list that contains active schemes in scope, as configured in the CCSCHM—Scheme application. Click the field hyperlink to display the CCSCHM—Search Scheme screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Scheme Name

  Search invoices by the name of an invoice scheme.

• Scheme Group Code

  Search invoices by the code of a scheme group associated with an invoice. A scheme group may be selected from the drop-down list that contains active scheme groups in scope, as configured in the CCSCGP—Scheme Group application. Click the field hyperlink to display the CCSCHM—Search Scheme screen, select the appropriate value and click Select and Return to populate the field with the selected value.

Invoice Dates Criteria Tab

Invoice dates criteria to search for invoices.

• Released

  Search invoices by when an invoice was released. Select start and end dates from the calendars, and a date range option:

  • Between
  • Any
  • Null
  • Delta.

• Authorised

  Search invoices by when an invoice was authorised. Select start and end dates from the calendars, and a date range option:

  • Between
  • Any
  • Null
  • Delta.

• Transmitted

  Search invoices by when an Invoice was transmitted. Select start and end dates from the calendars, and a date range option:

  • Between
  • Any
  • Null
  • Delta.

• Credited

  Search invoices by when an Invoice was credited. Select start and end dates from the calendars, and a date range option:

  • Between
  • Any
  • Null
  • Delta.

• Paid

  Search invoices by when an Invoice was paid. Select start and end dates from the calendars, and a date range option:

  • Between
  • Any
  • Null
  • Delta.

• Accepted

  Search invoices by when an Invoice was accepted. Select start and end dates from the calendars, and a date range option:

  • Between
  • Any
  • Null
  • Delta.

• Rejected

  Search invoices by when an Invoice was rejected. Select start and end dates from the calendars, and a date range option:

  • Between
  • Any
  • Null
  • Delta.

• Sent

  Search invoices by when an Invoice was sent. Select start and end dates from the calendars, and a date range option:

  • Between
  • Any
  • Null
  • Delta.

• Cancelled

  Search invoices by when an Invoice was cancelled. Select start and end dates from the calendars, and a date range option:

  • Between
  • Any
  • Null
  • Delta.

• Booked

  Search invoices by when an Invoice was booked. Select start and end dates from the calendars, and a date range option:

  • Between
  • Any
  • Null
  • Delta.

Job Criteria Tab

Job criteria, including dates each with a range or selection of values, to search for invoices.

• Job Code

  Search invoices by the code of an associated job.

• Job Name

  Search invoices by the name of an associated job.

• Client Code

  Search invoices by the code of a client linked to an associated job.

• Client Name

  Search invoices by the name of a client linked to an associated job.

• Project Code

  Search invoices by the code of a project linked to an associated job.

• Project Name

  Search invoices by the name of a project linked to an associated job.

• Contact Code

  Search invoices by the code of a contact linked to an associated job.

• Contact Name

  Search invoices by the name of a contact linked to an associated job.

• Client Group Code

  Search invoices by one or more codes of a client group containing a client linked to an associated job.

• Cost Centre Code

  Search invoices by the code of a cost centre linked to an associated job.

• Completed

  Search invoices by when an associated job was completed. Select start and end dates from the calendars, and a date range option:

  • Between
  • Any
  • Null
  • Delta.

• Workflow Status

  Search invoices by the workflow status of an associated job:

  • Registered
  • Not Started
  • Started
  • Analysed
  • Released
  • Completed
  • Finalised
  • Cancelled—Where this workflow status is included in the criteria and the Include Cancelled Jobs check box is:
    • Checked—Cancelled jobs are included in the search result set.
    • Unchecked—The Workflow Status of Cancelled is ignored, such that, cancelled jobs are excluded from the search result set.

    Multiple criteria can be entered in the field to be applied as "Or".

• Validated

  Search invoices by when an associated job was validated. Select start and end dates from the calendars, and a date range option:

  • Between
  • Any
  • Null
  • Delta.

• Contract

  Search invoices by the contract on an associated job.

• First Invoiced

  Search invoices by when an associated job was first invoiced. Select start and end dates from the calendars, and a date range option:

  • Between
  • Any
  • Null
  • Delta.

• Client Submission #

  Search invoices by the client submission number on an associated job.

• Last Invoiced

  Search invoices by when an associated job was last invoiced. Select start and end dates from the calendars, and a date range option. This can be:

  • Between
  • Any
  • Null
  • Delta.

• Contract Submission #

  Search invoices by the contract submission number on an associated job.

• Include Cancelled Jobs

  Indicates whether to include proposal invoices, production invoices or credit notes where the primary job invoice is a cancelled job in the search, or to include proposal job costs or production job costs of cancelled jobs in the search. By default, invoices where the primary job is a cancelled job, and job costs where the job is cancelled, are not returned from a search.

  Where a Workflow Status of Cancelled is included in the criteria and this check box is:

  • Checked—Cancelled jobs are included in the search result set.
  • Unchecked—The Workflow Status of Cancelled is ignored, such that, cancelled jobs are excluded from the search result set.

  Where the is selected, then the Cancelled date range criteria becomes available on the Job Criteria tab.

• Cancelled

  Search invoices by when a job was cancelled. Select start and end dates from the calendars, and a date range option:

  • Between
  • Any
  • Null
  • Delta.

  This search criteria only displays where the Include Cancelled Jobs check box on the Job Criteria tab is checked.

Search Results Grid

• Grid flows

  • Export to Report—Report selected records from the search display grid. Available report templates are defined by the SEARCH_REPORT_<ApplicationName> application preference.
  • Recalculate WIP/EST—Recalculate the work-in-progress invoice and estimate invoice amounts.
  • Recalculate Cost WIP/EST—Recalculate the work-in-progress cost and estimate cost amounts.