The Direct Invoice Query frame uses a format similar to the Work Order Query frame that allows you to search for Direct Invoice records.
You can run the query wide open, however it might take a while depending on the amount of record in the system. You can narrow down the results by entering or selecting values in the selection criteria fields. You can use one field or a combination to filter your results.
Once you have entered your selection criteria, click the Retrieve button at the bottom of the section. The query results will display below.
Each record on the list will display (in read-only format) the Unit Number, WO Number, Invoice Date, WO Status, Job Description, Vendor No., Invoice No., Line cost, Invoice Cost, Service Code, SKU (if applicable), and Maintenance Location.
The WO Number will display as a hyperlink that will take you to Work Order Main. The Vendor No. is also a hyperlink that will direct you to Vendor Main. The Invoice No. will take you to the Direct Invoice Entry frame.
Direct Invoice Entry Reference Guide
Last Update: 06/16/2016
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.