Nexus User Guide
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Invoice Summary

 
This button allows you to view/save an invoice summary report by entering a single work request, single invoice #, or by selecting from a list of search criteria to identify the report you want to view/save.
 
When using the advanced search criteria you will be required to select a company, division, and one of the date ranges. 
 
Invoice Summary
1

Work Request Search

1. Work Request Search
To report on a single work request number, simply enter the number here.  If you enter a number none of the other advanced search fields can be used
NOTE:  You can use a wildcard search at end of number, such as EBEB1024% which will bring back all work requests that start with "EBEB1024"
2

Invoice Number Search

2. Invoice Number Search
To report on a single invoice number, simply enter the number here.  If you enter a number none of the other advanced search fields can be used
3

Advanced Search

You can fill in as many fields as you like to limit the results of your search for reporting purposes.  Keep in mind that after the search results are returned you can still use the filter buttons in the grid to limit the records viewed
4

Clear Button

4. Clear Button
Click the Clear button if you want to clear all search entries so you can start a new search
5

Search Button

5. Search Button
Once you have entered your search criteria, the Search button will be enabled and you can simply click Search to start the search for your report
6

Dump to Excel

Once your results grid is filled in, you can export the report to Excel by clicking this button
NOTE:  If you set any filter on the grid, then only the filtered results will be exported to Excel.
7

Filter Grid

7. Filter Grid
Click the filter next to any on the report and you will be able to filter the rows on your report based on your filter selection.  This works the same as a filter in Excel,
column
8

Submit Invoices to PGE

8. Submit Invoices to PGE
   The VMC Invoice Summary report also allows users to submit invoices to PGE for review based on the summary report displayed.