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Searching for a Particular Invoice Record
Searching for Invoice Line Items
Displaying the Purchase Order from an Invoice Line Item
Displaying the Purchase Order(s) from an Invoice Record
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Searching for a Particular Invoice Record Anchor A A
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Select a Search by term from the drop down menu. The following searches are offered:
Search Name Comments Invoice Number The vendor's invoice number is also the Voyager invoice number PO Number Vendor Name The Vendor name of vendors loaded into Voyager from Notis is derived from the Notis Vendor Sort field Voucher Number Voucher ID field Vendor Code Fund Name Ledger Name CUL has one ledger called CUL FY01 Status Invoice status; choose "Pending," "Approved," "Complete," or "Canceled" from drop down menu Status Date Date of the last invoice modification. Open the ellipsis and select a date using the calendar Bill to location Currency Code Only US$ in CUL Bibliographic Info Standard Voyager search window appears Bib Record Number Expenditure Date Date of our Cornell check; will not appear unless we have input it Check Number Number of our Cornell check; will not appear unless we have input it Invoice Note Case-insensitive search for information anywhere in the Invoice Note; choose condition keyword Line Item Note Case-insensitive search for information anywhere in the Line Item Note; choose condition keyword Operator ID Your Voyager sign-on Create Date The date the invoice was created; open the ellipsis and select a date using the calendar - You can narrow or broaden your search by selecting an operator (AND, OR, NOT) in the Operator field and selecting from the search by list again on the next line.
- Click FIND to execute the search.
- Search Results window will display all invoices which matched your search. Window contains: Invoice Number, Vendor Name, Invoice Status, and Invoice Date.
- Highlight invoice(s) and double click or click OK to open. (Press Ctl-s to select more than one invoice.)
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Searching for Invoice Line Items Anchor B B
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- Search for and open an invoice.
- Select Search from Line Item menu.
- Find Invoice Line Items dialog box displays.
You can search by:
Search Name Comments PO Number Fund Name Ledger Name Intended Location Choose from drop down menu Line Item Type Choose from drop down menu Invoice Line Item Status Choose Invoiced or Invoice Pending from drop down menu Bibliographic Info Standard Voyager Search window appears Bib Record Number Line Item Note Case-insensitive search for information anywhere in the Line Item Note; choose condition keyword - You can narrow or broaden your search by selecting an operator (AND, OR, NOT) in the Operator field and selecting from the search by list again on the next line.
- Click FIND to execute the search.
- The text of the line item which is found by the search will change to a bright pink color.
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Displaying the Purchase Order from an Invoice Line Item Anchor C C
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- Arrow to invoice line item.
- Tab to Order Number field.
- Open ellipsis (F4) and you will be taken to the related purchase order.
- Open the Windows drop down menu (type ALT-w), arrow down to the Invoice <no.> and click to return to the Invoice.
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Displaying the Purchase Order(s) from an Invoice Record Anchor D D
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