The Invoice Inquiry enables you to retrieve information on a particular invoice or set of invoices. Use the Criteria Tab to enter search criteria to obtain the information you need.
To specify search criteria and submit an Invoice Inquiry:
On the CitiDirect navigation bar, click Inquiry. Click Trade PO Inquiries and then click Invoice Inquiry. The Invoice Inquiry summary form appears.
Click the Criteria Tab. A red ( * ) asterisk identifies required fields.
In the Base Number equals field, click the Library Look-Up button and select from the available list. To select multiple base numbers, drag the cursor down sequential lines or hold the CTRL key as you select individual lines that are not sequential.
The Primary Role equals field defaults to Buyer. If you would like to change the primary role, click the drop-down arrow and select either Seller or Buyer or Seller. To select multiple product types, drag the cursor down sequential lines or hold the CTRL key as you select individual lines that are not sequential.
To view a specific transaction, enter all or part of one of the following fields: Invoice Number, Purchase Order Number, or Bill Reference Number equals. No additional search criteria is needed.
—OR—
To view a range of transactions, enter search criteria for one or more of the following fields: Invoice Date, Invoice Amount, Buyer Name equals, Buyer Country equals, CCY equals or Bill Status equals. For specific inquiry results, enter as much information as possible.
Click Submit. The Invoice Inquiry is run and the results appear on the Invoice Inquiry: Summary Tab.
—OR—
To save the specified criteria as default criteria used to automatically run this inquiry in the future, click Default Search Criteria Options. Click here for more information on saving default search criteria options.
Notes:
There are two options for viewing information: Page View and Split View.
To ensure that the search criteria you enter is complete and accurate and that all related fields are populated, it is best to click Library Look Up buttons, where available, and select criteria from library results lists.
To help you find exactly what you need, CitiDirect provides operators for most criteria fields. Click here for more information on selecting operators when specifying search criteria for inquiries.
To print a listing of the search criteria used for this inquiry, click Print.
To submit a new inquiry, click Clear Criteria, enter new search criteria, and click Submit.