Searching for Missing Invoices

The Search Missing Invoices widget is designed to search for the EDI invoices that are missing for the current location. An EDI invoice is considered missing if it is not received in the expected time. The expected time for a location is an average interval between the invoices from a specific vendor for this location.

While searching for missing invoices, the search engine checks the following places to find a missing invoice:

• EDI inbound
• accepted invoices list for all locations
• pending invoices list for all locations

You can find the information on how to operate the Search Missing Invoices widget below.

• Opening Search Missing Invoices widget
• Searching for missing EDI invoices
• Viewing missing invoices search history

Opening Search Missing Invoices widget

The Search Missing Invoices widget is a default widget on the Merchandise Orders dashboard. For details, see Merchandise Orders Dashboard. You can add this widget to any other dashboard in the Reports section. See Customizing the Dashboard for information on how to customize the dashboards.

Searching for missing EDI invoices

To search for a missing invoice, follow these steps:

1. Select the location the invoice is missing for.

   

2. In the Search Missing Invoices widget, select vendor in the Vendor name drop-down list.
3. Enter the invoice number in the Invoice # field.
4. Optionally, select the invoice date in the Invoice date field.
5. Click Search Invoice.

   

6. Depending on the search result, you can do the following:

   Search result	Available actions
   Invoice was found	If the found invoice is either pending or accepted for the current location, you can click Review invoice to review the found invoice. You will be redirected to one of these pages depending on the invoice status: Invoices report if the found invoice is accepted. Pending Invoices report if the found invoice is pending.
   	If the found invoice is assigned to no location, you can assign it to a location you have access to. To assign the found invoice to a specific location, select the location in the Select location drop-down list and click Assign and process for location. If you have access to the current location only, the Select location drop-down is disabled. In this case, you can assign the found invoice to the current location by clicking Assign and process for location. After assigning the invoice to a specific location, you can review this invoice review this invoice.
   Found for another location	If the found invoice is assigned to a different location, make sure the invoice number is correct. If it is incorrect, you can click Return to search to search for the missing invoice again. If the found invoice number is correct, check the EDI settings. If the EDI settings are correct, you can do one of the following: To review the found invoice, click Review invoice. To assign the found invoice to the current location, contact the support by clicking Contact support.
   Invoice not found	Make sure vendor name and invoice number are correct. To change any of these and search again, click Return to search to search for the missing invoice again. If vendor name and invoice number are correct, you can request the vendor to send the invoice by clicking Request vendor.

Viewing missing invoices search history

On the Search History tab, you can see the search history and the search status.