How to Find an Invoice for a 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. Select Sales from the left-hand side menu.

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).