Display Invoice Wizard

The Display Invoice wizard displays the status of all items on an invoice, a single invoice line on an invoice, all invoices, all invoices for a single vendor, or all invoice lines paid by a specified check number.

You can search invoices by invoice ID, check number, vendor ID, vendor name, customer number, order ID, call number, item ID, title control number, and by using catalog searches, such as title and author.

You cannot modify invoices using this wizard. Use the Modify Invoice Wizard for this capability.

To display an invoice

In the Invoice Search step, identify the invoice you want to display. A table of invoices meeting your search criteria appears.

Select an invoice and click Display Invoice.

You may review information on the following tabs.

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Invoice Tab

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Invoice Lines Tab

The following helpers are available.

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Display All Invoice Lines Helper

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Display Funds Summary Helper

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Save Funds Summary Helper

After displaying an invoice, you can click one of the following options.

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Return to Search to search another invoice from the list

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New Search to search a new list of invoices

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Close to exit the Display Invoice wizard

Important Considerations When Using this Wizard

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If the Display Invoice wizard is configured to display a warning message when the difference between the amount invoiced for an item and the discounted price of the item (from the orderline of the displayed invoice) exceeds the threshold set in the Session Settings wizard, the following message displays. “WARNING: The difference between order price and invoice price exceeds the threshold.”

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If the Display Invoice wizard is configured to display a warning message when the total quantity invoiced is greater than the quantity received on the orderline of the displayed invoice, the “WARNING: The quantity invoiced is greater than the quantity received” message displays.

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The warning message window can include multiple warnings for invoice line validation amount errors, quantity errors, or both. The Display Invoiceline tool is available in the warning message window for you to view a specific invoice line in detail so you can check for errors.