Dates Tab

The Dates tab lists the invoices found by the Review Vendor Invoices wizard search, and displays the following fields for each invoice in a table format.

The Display Invoice Tool is available for displaying detailed information about an invoice.

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Invoice ID

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Vendor ID

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Date Created

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Date Invoiced

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Date Modified

The following fields are defined for the Dates tab.

Invoice ID

When an invoice is created, you may type any number or name in this field, up to 20 characters. The invoice ID does not have to be unique; only the combination of the invoice ID and the vendor ID must be unique. Your system may be configured to generate automatic invoice IDs in the absence of an actual invoice ID from the vendor.

Vendor ID

Each master vendor record must be assigned a unique ID. This identifier is used throughout acquisitions and serials WorkFlows to help you quickly identify the vendor. The ID may be up to 20 characters long. For instance, Baker & Taylor might be referred to as BAKER. Publishers have an International Standard Number, the first digits of the ISBN, assigned to them, and the library might want to use this as the vendor ID. For example, the vendor ID for Pierian Press might be 87650.

Date Created

This field contains the date the invoice record was created. This field is automatically populated when an invoice record is created.

Date Invoiced

This field contains the date a particular invoice line was created. This date may be the date printed on the vendor’s invoice. When creating an invoice line, today’s date is the default in the date field. You may type this date as any MM/DD/YYYY date, the word “NEVER,” or the word “TODAY.”

Date Modified

This field contains the date the invoice record was last modified. This information is automatically updated by the system. NEVER is the value for records not modified since creation.