5.2.1 Search (overlay window for View Credit Note)

This window appears when you click in the View Credit Notes screen.

Figure 5-19 Search (overlay window for View Credit Note)


Search (overlay window for View Credit Note)

Field Name Description
Search (overlay window)
Customer Reference Number Indicates an option to search for a credit note using the reference number.
Associated Party Indicates an option to search for credit notes based on the associated party.

Amount Range

Currency

From-To

Indicates an option to search for credit notes based on a particular currency and amount range.

Expiry Date

From-To

Indicates an option to search for credit notes that expire in a specific period.
Status

Indicates an option to search for credit notes based on the status. The options available are:

  • Raised
  • Expired
  • Cancelled
Reconciliation Status

Indicates an option to search for credit notes based on the reconciliation status. The options available are:

  • Matched
  • Partially Matched
  • Reconciliation in Process
  • Unmatched

On clicking Apply, a list of relevant credit notes is displayed. On clicking Reset, the data entered in the Search overlay window is cleared.