Scope: Acquisitions staff use this procedure as a guideline for searching invoices and line items and displaying purchase order information, including the purchase order itself, from invoice line items.
Contact: Lisa Maybury
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
Searching for a Particular Invoice Record
Voyager allows you to search for an invoice record using a variety of search keys. To search for an invoice in Acquisitions, click on the tool bar search icon (magnifying glass) and select Invoice. The Find Invoice window displays.
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 |
Searching for Invoice Line Items
You can search for individual line items on an invoice of any status. This technique is useful for locating a particular line item on an invoice which has many line items.
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 |
Displaying the Purchase Order from an Invoice Line Item
You can display the purchase order for an invoice line item directly from that invoice line item.
Displaying the Purchase Order(s) from an Invoice Record
You can display the purchase order or orders for all records which are on an invoice record through use of the Invoice menu.