You can search for bibliographic and non-bibliographic invoice items on the Invoice Items screen.
You can view invoice items related to all years of a subscription.
Use the search box to search invoice items.
You can choose the columns that appear.
Column | Description | ||||||||||||
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Accrual Mode | Whether accrual mode is enabled on the item. | ||||||||||||
Budget | The budget period of the fund assigned to the item. All budget periods (past, present, and future) appear in the list. | ||||||||||||
Custom Fields | Click the Custom Fields button to edit the custom fields for the invoice item. | ||||||||||||
Date Created | Date the invoice item was created. | ||||||||||||
Date Paid | Date the invoice item was paid. | ||||||||||||
Disencumbrance Method |
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Expenditure Type |
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Invoice Date | Date invoice was created by vendor. | ||||||||||||
Invoice Item Number | Number used by vendor to identify a specific invoice item. | ||||||||||||
Invoice Item Percentage | Indicates what percentage of the item has been invoiced. | ||||||||||||
Invoice Number | Number used by vendor to identify a specific invoice. | ||||||||||||
Invoice Status |
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Notes | Notes added to an invoice item by a user. | ||||||||||||
Order Item Number | A system-generated identifier. | ||||||||||||
Order Number | Number assigned by system when order was created. Click the order number to edit the order. | ||||||||||||
Quantity | Any number equal to or less than the total number of copies as listed here. | ||||||||||||
Title/Name | The title/description of the item. To see all of an abbreviated title/description, place the cursor over the brackets and ellipses [...]. | ||||||||||||
Total | The total of all prices, service, shipping charges, and taxes less any discounts. The total is updated as you make changes. | ||||||||||||
Vendor | As you type, the field will suggest vendors from your list. |
Invoice items can be filtered using the filters at the top of the page.
You can choose the filters that appear. Only some filters appear by default. Selected filters have a checkmark next to their name.
Filter | Description | ||||||||||||
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Accrual Mode |
Whether accrual mode is enabled on the item. |
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Budget Period | The budget period of the fund assigned to the item. All budget periods (past, present, and future) appear in the list. | ||||||||||||
Date Created | Date the invoice item was created. | ||||||||||||
Date Paid | Date the invoice item was paid. | ||||||||||||
Disencumbrance Method |
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Expenditure Type |
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Invoice Date | Date invoice was created by vendor. | ||||||||||||
Invoice Item Percentage | Indicates what percentage of the item has been invoiced. | ||||||||||||
Invoice Status |
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Quantity | Any number equal to or less than the total number of copies as listed here. | ||||||||||||
Total | The total of all prices, service, shipping charges, and taxes less any discounts. The total is updated as you make changes. | ||||||||||||
Vendor | As you type, the field will suggest vendors from your list. |
If you cannot find the invoice item you want under Invoices > Invoice Items, you can also search for the order item and locate the invoice items for that specific order item.