Overview:
This article will cover 2 ways to check if an invoice is overdue in Xvantage for Associates(X4A).
Subtopic 1: First way to check if an invoice is overdue:
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select Invoices from the sub-menu.
A Select country window will pop-up. Select a country from the drop-down menu and click Submit.
*This step is applicable only to users that have access to more than one region.
From the drop-down menu below the header select a criteria based on which you will search for the invoice.
In the search bar enter the respective information for the invoice.
From Filter select Overdue - that’s in the Document status section.
If the invoice you are checking is overdue you will see the details for it in the Grid below.
Subtopic 2: Second way to check if an invoice is overdue:
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select Invoices from the sub-menu.
A Select country window will pop-up. Select a country from the drop-down menu and click Submit.
*This step is applicable only to users that have access to more than one region.
From the drop-down menu below the header select a criterion based on which you will search for the invoice.
In the search bar enter the respective information for the invoice.
You will see the details for the invoice in the grid. Check in the column Status if it’s marked as Overdue.