View an Invoice Summary Report

About this task

To view a summary report (the invoice in human-readable canonical format) for one or more selected invoices:

Procedure

  1. From the Administration menu, select eInvoicing > Integrated Archive.
  2. In the Search section, specify the appropriate search criteria and click Go!

    The Invoices page opens, listing the invoices that match your search criteria.

  3. Locate the invoice number for which you want to view the report and select the checkbox next to it. You can select multiple invoices or select all displayed invoices using the Select All checkbox.
  4. Next to Detail Report, select the format in which you want to view the report information (HTML, PDF, or XLS).
  5. Click Summary Report. The report contains the following information:
    Field
    Description
    Invoice Number
    The number of the invoice. This parameter also contains icons to access the raw invoice, the details, and the audit entries.
    (Status)
    An icon indicating the status of the invoice. Icons indicate: success, failure, success and timestamped, or failure and timestamped.
    Role
    The role of the entity sending the invoice. Valid values are:
    • S (Supplier)
    • B (Buyer)
    Invoice Date
    The date of the invoice.
    Supplier Name
    The name of the supplier.
    Supplier VAT ID
    The Value-Added Tax identifier for the supplier.
    Buyer Name
    The name of the buyer.
    Buyer VAT ID
    The Value-Added Tax identifier for the buyer.
    Total Amount
    The total amount of the entire invoice.
    VAT Amount
    The VAT amount for the entire invoice.
    CCY
    Currency code for the Total Amount and VAT Amount.
    Archive Date
    The date the invoice was archived.
    Re-Validation Date
    Either a date the invoice was last re-validated or enter N/A, which indicates that the invoice has not been re-validated.
    BP ID
    The business process identifier.
    Detail Report
    Displays the invoice report for the selected invoice or invoices.
    Download
    Downloads the invoice details for the selected invoice or invoices.
    Revalidate
    Re-validates the selected invoice or invoices.
    Summary Report
    Displays a summary for the selected invoice or invoices.
  6. Use the following commands as necessary:
    • To print the invoice report, right-click the window and select Print.
    • If you have the Adobe software installed on your machine, convert the invoice report to an Adobe PDF file, right-click the window and select Convert to Adobe PDF.
    • If you have the Adobe software installed on your machine, to convert the invoice report to an existing PDF file, right-click the window and select Convert to existing PDF.
    • If you have the Microsoft Excel software installed on your machine, to export the invoice report to a Microsoft Excel spreadsheet, right-click the window and select Export to Microsoft Excel.
Parent topic: Using the Integrated Archive