Invoices Held Summary Report

Complete the following steps to view the Invoice Held Summary report:

1. L og in to the ONE system.

2. Click Menus/Favs > Financials > Invoices Held Summary.
   In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
   The Invoices Held Summary Report screen opens with the filters visible.
   
   
   
   

3. Use the following table to set the desired filters. Fields with an asterisk (* ) are required.
   

   Field Name	Description
   Customer	Enter the name of the customer.
   Assigned To	Enter or select the value for the field by using the picker tool.
   Ship To Site	Enter or select the ship to site value.
   Invoice Date	Select the date and time range for the invoices.
   Reason Code	Enter or select the reason code.

   
   

4. Click the Search link.
   The Invoice Held Summary report displays.
   
   
   
   

5. Click the Export to Excel button to download report details in an Excel file.