Frequently Asked Question

There are a few options for searching an invoice by PO

#1 - Invoice History (If you know the customer in question): 4. Sales Desk > 5. Transaction Queries > 2. Invoice History. Press enter to get to the customer field, and enter the customer number, then enter through (or modify) the start date and key in the PO number you are looking for:

Press enter, and it should return the invoice(s). To scroll through multiple invoices, press F2/F7 for reject/next.

#2 - Detailed Invoice Search: 4. Sales Desk > 1. Invoicing. Click the invoice search button in the bottom right of the screen:

This will bring up the detailed invoice search screen where you can sort or search on any of the header fields, one of which is the PO

#3 - There are also options within the Counterpoint Cloud Platform that will allow you to search invoice history, or pull ad-hoc reports including the PO number

- Similar to the Detailed Invoice Search, log into the Cloud Platform and navigate to Report Center > Prebuilt Reports > Detailed Invoice Search. This is a detailed transaction listing of all invoices, which includes searchable headers (one of which is the PO number)

- The other way would be via a custom report (Report Center > Custom Reports). You would select a Sales Report and some basic fields like:

• Account Number
• Account Name

Then you must select:

• Invoice Number
• PO Number

Add a filter on the PO number and enter in the PO you wish to search.

Update the date range to whatever you like