How to Find an Invoice for a Reseller PO in Xvantage for Associates

Overview:

This article will explain step by step how to find an invoice related to a particular Reseller PO in Xvantage for Associates (X4A).

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates (X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select Invoices from the sub-menu.

5. From the drop-down menu select Reseller PO #.

6. In the search bar enter the Reseller PO #. This should have been provided upon the placement of the order and before issuing the invoice.

7. In Filter, section Document type you can select Credit Memo/Debit memo.

   *You can select more than one option from the Filter.

8. All financial documents related to the Reseller PO will be displayed below (invoices and any credit/debit memos related to them).