IP - How To Search for doc_id


Summary:

How to search for doc_id in Master or Monitor

Instructions: 

The doc_id criteria can be used to find an exact invoice. The doc_id is a unique ID given to each invoice when it is imported into the system.

In Master you can search doc_id from "Other search criteria" and use the criteria "IP Invoice ID". If you do not know where in the flow the invoice is located, the search should be done from "All invoices".

In Monitor you can search doc_id from Invoice search and "Other search criteria", and select "IP Invoice ID" from the drop down list. If you do not know were in the flow the invoice is located, the search should be done with the criteria "All" in Invoice Status.

You can also search for doc_id in the account summary by selecting "Other search criteria" and selecting "IP Invoice ID" from the drop down list. Invoice status should be set to all here as well, if you are uncertain about the current flow of the invoice.