Find loaded documents - Order2Cash

By using these steps, you can view which documents are loaded into a certain process. For example, what invoices have been in a certain batch of a certain day.Option 1

  • Login to your Order2Cash web portal.
  • Click on the ‘Batch Number’ in the middle of your Dashboard.
    • Batch number is structured as follows: yyyymmdd-hhmmssms-“sender name”
  • Click “Documents loaded number’
  • Now go to page tab ‘Processed Documents’ and search criteria “Batch Number” filled in for you.

Option 2

  • Login to your Order2Cash web portal.
  • Go to tab ‘Processed Documents’
  • Enter the batch number from the processing report in the search field ‘batch number’. (You can also enter part of the number, then you are not looking at the invoice date but really on the date we have loaded.)
For example:

 

    • all invoices for a certain day:
      • yyyymmdd (20170307)
    • all invoices for a certain hour:
      • yyyymmdd-hh (20170307-19)
    • all invoices from March:
      • 201703
    • all invoices from 2017:
      • 2017
    • all invoices from the batch:
      • Batch Number (20170307-190644980-order2cash)

Especially this second option offers you great opportunities to see what is loaded in a certain time. Now this doesn’t look at the invoice date. This certain yourself and can in the future so that the result doesn’t reflect what is truly loaded act work that day. You can also search with a combination of search fields.

For example:

 

    • Invoices loaded on a certain day of certain customer number:
      • Batch Number yyyymmdd (20170307)
      • Customer Number 123456
    • Invoices loaded in a certain month of certain customer number:
      • Batch Number yyyymm (201703)
      • Customer Number 123456
    • Invoices loaded into a certain year of a certain customer number:
      • Batch Number yyyy (2017)
      • Customer Number 123456
    • Invoices loaded on a certain day being delivered to a certain delivery channel:
      • Batch Number yyyymmdd (20170307)
      • Delivery Channel (E-mail, Archive, Print, Basware, Tungsten, Tradeshift, etc.)
    • Invoices loaded in a certain month delivered to a certain delivery channel:
      • Batch Number yyyymm (20170307)
      • Delivery Channel (E-mail, Archive, Print, Basware, Tungsten, Tradeshift, etc.)
    • Invoices loaded on a certain day being delivered to a delivery channel ‘Print’:
      • Batch Number yyyymmdd (20170307)
      • Delivery Channel Print (If you’ve enabled print)
    • Etc…
Contact the support team

If you have any questions after reading this instruction, please contact our support team

.