Telema Wiki » List of sales invoices

List of sales invoices

Last modified by kadri on 2012/04/29 22:55

To see the list of sales invoices move to menu INVOICES. The list of sent sales invoices will be shown under the tab Sent.

By default you can see the documents from the last 7 days. You can choose another time period from the drop-down list Choose period. The results will be shown shortly and the chosen period will be highlighted.
NB! If there are more than 20 orders found, the list will be shown on several pages.
NB! Notice that all documents are kept in Telema and available in web only for the archiving period agreed in the contract.

In the list you can see the following information about each invoice:

  • Doc no - invoice number
  • Seller - supplier company
  • Delivery - delivery location
  • Amount - total sum of the invoice (without VAT)
  • Received - date and time (dd.mm. hh:mm) when the invoice was received in Telema
  • Forwarded - date and time (dd:mm hh:mm) when the invoice was forwarded to the receiver
  • Rows - number of product rows in the invoice
  • Channel - through which channel the document was sent (e.g. WEB, EDI)

You can sort the rows by clicking on the column. The second (double) click will sort it descending.

In the list view it's possible to do the following:

  • To open a document for viewing, click on its Doc no. Document view will be opened.
  • To print or save the document, click on the "Printer" icon given in the end of each row. The document will be opened in .pdf format for further printing or saving.
  • To search a required document(s) from the document list, click on the button Search. A form with available search criterias will be opened.
    • To start searching enter the required search filters and click SEARCH. The number of documents found answering your search criteria are shown in the right-hand upper corner. To open required document, click on its Doc no.
    • To cancel the searching, click CLOSE. No search will be performed and the form will be closed. 
    • To reset the search criterias, click Reset. All the previously entered values will be erased and you can choose new search criteria(s).
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Created by kadri on 2012/03/25 22:22