Looking Up Docs by Invoice #

Summary

In this article, you will learn the steps to look up documents using Invoice #.

Body

   Overview   

This article explains the steps to look up documents using the Invoice # in the Perceptive Content 7 system.

   Instructions   

  1. Step 1: Click the Documents drop-down button to activate the menu.
  2. Step 2: Click the Search By Invoice # link.
  3. Step 3: Enter appropriate information into the Invoice # field.
  4. Step 4: Click the OK button.
  5. Step 5: The search result will display.
  6. Step 6: Double-click the PS Project ID link.
  7. Step 7: The document will open in a new Content Viewer window.

 In this article, you will learn the steps to look up documents using Invoice #.

1. Step 1

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Click the Documents drop-down button to activate the menu.

2. Step 2

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A list of your 'Views' will be accessible on the left side of the screen. Default views will be populated, but you can also create custom views that will be accessible every time you log in.

In the Inv/Rpt/Cash Receipts view, click the Search By Invoice # link.

3. Step 3

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Enter appropriate information into the Invoice # field. You may enter the full Invoice # or a portion of the number with a % wildcard.

Example shown here: Enter "O0018074RF".

4. Step 4

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Click the OK button.

5. Step 5

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The search result will display a list of associated invoices. You can scroll through the available fields to find the invoice you are looking for.

6. Step 6

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Once you locate the document, double-click the PS Project ID link for the document.

Example shown here: Double-click the RNIHXRR211532CV link.

7. Step 7

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The document will open in a new Content Viewer window.

8. Step 8

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Details

Details

Article ID: 148479
Created
Sat 9/24/22 10:45 PM
Modified
Fri 1/5/24 5:03 PM