Looking Up an Invoice Sales Adjustment

There are three options on the Invoice Sales Adjustment Look Up window:

• Finding all Invoice Sales Adjustments

• Finding a specific Invoice Sales Adjustment (or a group of Invoice Sales Adjustments)

• Cancelling without searching

Finding All Invoice Sales Adjustments

On the Invoice Sales Adjustment Look Up window, make sure that:

• Transaction Status is set to <all>

• Batch ID, Reference Number, and From/To Entered Dates are blank

and click the button.

The Position Billing Grid displays the results of your search.

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Finding a Specific Invoice Sales Adjustment

NOTE: StaffSuite associates an invoice sales adjustment to a position billing. Therefore, a search for an invoice sales adjustment and a search for the position billing containing the invoice sales adjustment are the same thing.

1. In the Batch ID field, enter the unique ID number for the batch containing the invoice sales adjustment(s) for which you are looking. You can also leave this field blank if you are not looking for a specific batch.

2. In the Reference Number field, enter the Reference Number corresponding to the specific position billing containing the invoice sales adjustment for which you are looking. You can also leave this field blank if you are not looking for a specific reference number.

3. In the Entered Dates fields, use to select the dates associated with the invoice sales adjustment(s)  you want to search.

4. To search a specific range, enter a From date and a To date. StaffSuite will find all invoice sales adjustments dated between and including the two dates entered.

5. To search for invoice sales adjustments since a given date, enter a From date only. StaffSuite will find all invoice sales adjustments dated after and including the date entered.

6. To search for invoice sales adjustments prior to a given date, enter a To date only. StaffSuite will find all invoice sales adjustments dated before and including the date entered.

7. To search for a specific date, enter the same date in the From and To fields. StaffSuite will find only those invoice sales adjustments entered on that date.

You can also leave this field blank if you are not looking for a specific date range.

Click here for information on using StaffSuite's calendar.

4. When you are satisfied with all your selections above, click the button.

5. The Position Billing Grid displays the results of your search.

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Cancelling Without Searching

To close the Look Up window without searching for an invoice sales adjustment, click the button.

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