Filter Invoices Using Supplier Name In Payment Search

Modified on Tue, 3 Mar at 12:47 AM

Introduction

This article will help you filter the invoice number based on the 'Supplier Name' from the payments search screen. It makes it easier to identify the invoices and helps in making the invoice selection process simpler.

Earlier, only the invoice numbers were listed in the payment search screen, but now you have the ability to filter the results based on the supplier names. An additional column has been added to the payment search screen with the supplier name added to the corresponding invoice numbers.

Steps

Step 1: Upon successful login, the landing page for the system user is the functional dashboard. The user will have to ability to navigate to the various modules of the TA system. Select the 'Projects' icon from the project management module.

Step 2: Select the 'Click to View Details' icon from the project management module to open the project.

Step 3: By default, when the 'Click to View Details' is selected, it lands on the project's general information tab. Next, navigate to the Cost/Financials/Budgets tab.

Step 4: Then, select the 'Payments' option to view the approved invoices.

Step 5: Upon selection of the payments, the invoice search option is displayed. This feature allows you to select the invoice and filter results based on the supplier name.

Step 6: Select the 'Supplier Name' drop-down menu to filter the invoices based on the supplier name and then click the 'Search' command button to display the results.

Step 7: From the displayed results, select the invoice required, and click the 'OK' command button to display the results.

Step 8: When the option 'OK' is selected, the popup dialogue box closes, and the details of the selected invoice are displayed on the payments screen.