How to search for invoices and payments that were applied to a purchase order

Question:

How to search for Invoices and payments that were applied to a purchase order

For Requesters (payments related to their purchase orders)
1. Navigate to Purchase Order/Invoice tab
2. Select "My Document List" from ribbon menu
3. Search\Filter for specific document
4. Click the payments button. If not active, permission can be granted via the Maintenance>Security form


For Approvers (payments related to purchase orders within their workflows)

1.Navigate to Purchase Order/Invoice tab
2. Select “Document Search” from the ribbon menu
3. Filter for vendor (optional)
4. Select the purchase order number
5. Click the payment button
6. Review payment history

Creation date: 3/26/2020 1:51 PM      Updated: 1/17/2022 9:21 AM
Files
image001.png
137.6 KB