Finance:


How to Access the Finance page?


To access the Finance page, you need to perform the following process:


1. Click Finance -> Invoice from the Navigation bar.


2. This action will open-up the Invoice screen.



This screen also provides you various search options. You can use these search option to find the required invoices detail.


How to Use Search Criteria?


The following steps instruct about how to use the search options to find the required invoices detail.


1. Specify the search criteria in the text boxes available in the Search section. You may use more than one search options to narrow the search results.


2. One or more of the following criteria can be provided in the Search section:


Vendor's Invoice #Enter the vendor's invoice number corresponding to the invoice you wish to find.
Service Order #Enter the required service order number corresponding to the invoice you wish to find.
Reg No. #Enter the registration number corresponding to the invoice you wish to find.

 

3. Click the Search button. The search results appears in the Find Vendor Invoice List section.


The Find Vendor Invoice List section shows the following details:

    • S/O#: Displays Service Order number. This is a unique identity number assigned to each Service order.

    • Reg#: Displays service order registration number.

    • Last Name: Displays last name of the customer.

    • First Name: Displays first name of the customer.

    • Status: Displays current status of the service order.

    • Status Date: Displays date when the status was last updated.

    • Job Type: Displays job type specified for the corresponding service order.

    • Routing: Displays the route for moving the goods.

    • Commodity: Displays the commodity, such as automobile, boat, and household goods, needs to be moved.

    • Bill To: Displays the code (billing party code) who will pay for the move services.

    • Mode: Displays the mode of transportation for moving the goods.

    • Origin: Displays origin country of the customer for packing and loading the goods.

    • Origin City: Displays origin city of the customer for packing and loading the goods.

    • Destination: Displays destination country of the customer for unloading the goods.

    • Destination City: Displays destination city of the customer for unloading the goods.

    • Coordinator: Displays name of the coordinator.

    • Created On: Displays date when the service order was created.

4. Click the required service order number in the S/O# column. This action will direct you to the Costing page.