How to View the Invoice Details in Xvantage for Associates

Overview:

This article explains how to view the details of an invoice in Xvantage for Associates.

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.

5. Use the available category drop-down to choose your preferred search criteria.

6. Enter the information in the search field, then press Enter.

7. Use the applicable search method below to view the invoices of a specific reseller:

   • Search BCN field: Enter the reseller's BCN in the Search BCN field and press Enter.

   • BCN filter: Click the BCN button, enter the reseller's BCN, and click Apply.

8. The system will display the matching invoice results.

9. Click the document # (a hyperlink) to open its details.

10. The following information will be displayed:

    • Reseller PO#

    • Reseller

    • Invoice Date

    • Invoice Due Date

    • Item Description

    • Quantity

    • Period

    • Unit Price

    • Discount

    • Ext. price

11. Click View More Details beside Invoice Due Date to view other details such as Reseller name, End User PO#, Document Type, and Payment Type Description.