Order No Search by Order No

The easiest thing to do here would be on your constituents search screen. Set the search mode to Advanced (instead of the default Single Line search) and choose Order No Equal To, and type in your order number.

The constituent that is attached to the order will be returned, so you can load the constituent record as normal and then go to the Constituents menu -> View Invoices to pay it off, as usual.

An alternative method, if you have access to the ticket orders module, would be to simply key in the order number there to load the order directly, then hit Control-G (Goto Constituent Record) before continuing as above.

Some other little tips as I reread your question:

Most Infomaker reports (like the Invoice Detail) will let you sort by a column just by clicking the header -- changing the style to colored and italic from bold black. Unfortunately, this particular report only sorts invoices within a constituent group (if there were more than one invoice for a constituent), so that's not particularly useful here -- but is still a good thing to know.

A workaround for searching within reports would be to export the report to a searchable format, like Excel or even PDF, and then searching in the external application. Not terribly useful except in extreme circumstances, but is still handy to remember.

Thankyou so much!

Hi Nick,

Thanks for you answers they really helped.

I am now having the same issue with invoice numbers? and multiple accounts EG 20 accounts for university and they have used an invoice number on their remittance advice. How do I find the right account via an invoice number?

Is there a quick way to find this information? The Constituent search with order number is really useful that you advised me about. Is there something similar for invoicing?

I know that I can manually open a report under Invoice Detail then scrolling through the manual report hoping that my eyes actually spot the invoice number that I need, but this seems a very slow way to find an invoice.

Is there a way to just search for the invoice and quickly apply the payment?

Thanks

Nixz

It really would make a lot of sense for Invoice No. to be an option in advanced constituent search -- I'd definitely have you or your TASK person raise that as an enhancement request--it really would be trivial to implement, and well worth having. It's -almost- the same as the Gift Certificate search.

In the meantime, searching for constituent by invoice number on the database side of things is as simple as SELECT customer_no FROM T_PAYMENT WHERE payment_no = @invoice_no. If you are limited to the client application, I believe the best workaround would be creating a list criteria type in T_KEYWORD (Detail_tbl: T_PAYMENT, detail_col: !.payment_no). Then you would use List Manager in the same way as the advanced constituent search. Pretty clunky, of course, but it will work!

The only other way to bring that closer to the constituent search screen would be to define a custom attribute AND then have a SQL Server job running in the background to keep it updated. Crude, but effective!

Hi from next door!

I'm a bit late to the party and I'm not sure if this will help with your processes at all, but for us the order number is the invoice number, which saves a lot of confusion.

We send our invoices to schools directly through Tessitura email acknowledgements, which means when the payment comes through we can easily put it against the order.

If you ever want to pop round to speak about this further don't hesitate to get in touch.

Cheers,
Hannah Schneider
9281 8582