Searching for a Draft Invoice

To search for a Draft Invoice:

  1. Select OCRDashboard Draft Invoices on the Side Menu. See Side Menu.

    The Draft Invoices page opens.
    DraftInvoicesPage

  2. Adjust the filter conditions.

    See Details

    1. Expand the filter conditions in the top section of the page to search for a specific Draft Invoices or to narrow your search.

      View filter conditions
      DraftInvoicesFilterConditions252

    2. Enter values in the edit boxes, or select from the search boxes. See the filter conditions, below.

      Filter conditions
      Company

      Select a Company from the drop-down list. The current logged-in user only has access to Companies that include their accessible Sites (and Sites are accessible based on the user’s Assigned Locations).
      Site

      Only show Draft Invoices belonging to the selected Site. The current logged-in user only has access to Sites that include the user’s Assigned Locations.
      Status

      Select one of the following status values from the drop-down list:

      • All documents

      • Metadata Being Processed

      • Saved

      • Pending

      • Review In Progress

      • Invoice Created
      AP Invoice Status

      Select an AP Invoice status from the drop-down list:

      • Any

      • Pending Revision

      • Review in Progress

      • Paid

      • Posted

      • Suspended

      • Rejected

      • Unsubmitted

      • Submitted

      • Approval in Progress

      • Approved
      Error Type

      Select one of the following error types from the drop-down list:

      • Any

      • Field Validation

      • Vendor

      • Tax

      • Purchase Order

      • Duplicate Invoice

      • Requisitioner Matching

      • AP Matching
      Invoice Number

      Enter an Invoice Number (or part of the number) to match on.
      File Name

      The text is contained in the File Name.
      PO Number

      The PO number on the Draft Invoice header record.
      Part No

      Invoice lines contain this part number.
      Vendor Group

      Filter on AP Invoices for Vendors belonging to the selected Vendor Group. The currently logged-in user’s Vendor Groups are available.
      Vendor

      Only show Draft Invoices for this Vendor. Vendors are limited to those belonging to the currently logged-in user’s Vendor Groups/the selected Vendor Group.
      Date Field

      Select one of the following:

      • Capture Date

      • Invoice Date
      From

      The [date field] (for example, Capture Date) is between the From and To dates.
      To

      The [date field] (for example, Capture Date) is between the From and To dates.
      Reviewer

      If the document is under review, then this is one of the Reviewers.
      Hide Hold Documents

      Exclude from search results where the draft invoice is on Hold.
      Hide Invoice Created

      Exclude from search results where the Draft Invoice Status is Invoice Created.

    Draft Invoices that match the filter conditions are listed in the grid. These include Draft Invoices that were manually created, as well as those that were generated automatically.

    Identify Draft Invoices that were automatically generated by those missing the Owner field.
    View Example
    MissingOwner

    All Draft Invoices are sorted according to the Sort By selection on the Menu Bar (Created Date, Invoice Date, Modified Date).