--- title: "Invoices (Supplier Dashboard) - Field Definitions" canonical: "https://kb.myframeworks.com.au/space/FRAM/28397324/Invoices%20(Supplier%20Dashboard)%20-%20Field%20Definitions" format: markdown --- The **Invoices** section of the **Supplier Dashboard** displays open transactions, historical transactions and credit claims for the selected supplier. The **Invoices** section is organised into three tabs: **Open Transactions**, **Historical Transactions** and **Credit Claims**. Each tab displays a grid of transactions with column-level filtering and sorting. ## Section Access From the **Supplier Dashboard**, select a supplier and expand the **Invoices** section. The **Open Transactions** tab is displayed by default. > ℹ️ Click **Search** in the breadcrumb menu at any time to return to the [Supplier Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28397304) search screen. ## Company Filter The **Company** drop-down menu filters the invoices displayed across all three tabs to a specific company. Select a company to display invoices for that company only, or select **All Companies** to display invoices across all companies you have access to. **Format:** Drop-down menu (company code and name) | **Default:** The logged-in user's default company | **Editable:** Yes --- ## Open Transactions Tab ![image-20260310-050647.png](media://40da5739-4e77-4e96-bd37-0bfc5375f36e) The **Open Transactions** tab displays all outstanding (unpaid or partially paid) invoices for the selected supplier. Click an **Invoice** hyperlink to open the **Supplier Transaction** details screen for the selected invoice. ### Invoice The **Invoice** column displays the invoice number as a hyperlink. Click the **Invoice** hyperlink to open the **Supplier Transaction** details screen where you can view header information, invoiced receipts, rebates and GL allocations for the selected transaction. **Action:** Click the **Invoice** hyperlink to open the Supplier Transaction details screen. **Format:** Text (hyperlink) | **Editable:** No (display only) | **Default visibility:** Visible ### Co The **Co** column displays the company code the invoice belongs to. The **Co** column is useful when the **Company** filter is set to **All Companies** to identify which company each invoice is associated with. **Format:** Numeric (company code) | **Editable:** No (display only) | **Default visibility:** Visible (when All Companies is selected) ### Brn The **Brn** column displays the branch code where the invoice was processed. **Format:** Numeric (branch code) | **Editable:** No (display only) | **Default visibility:** Visible ### Date The **Date** column displays the date the invoice was issued. The **Date** column includes a date filter at the top of the grid to filter invoices by date range. **Format:** Date (DD/MM/YYYY) | **Editable:** No (display only) | **Default visibility:** Visible ### Narration The **Narration** column displays the brief description or note recorded against the invoice. Narrations are entered via **Invoice Maintenance** or during invoice processing. **Format:** Text | **Editable:** No (display only) | **Default visibility:** Visible ### Attachments The **Attachments** column displays an upload icon or a paperclip icon for each invoice row. Click the upload icon to open the **Attachments** window and attach files or documents to the invoice. The paperclip icon indicates files are already attached to the invoice. **Action:** Click the upload icon to attach files. Click the paperclip icon to view existing attachments. **Format:** Icon | **Editable:** Yes (attach/view files) | **Default visibility:** Visible > ✅ Refer to [Attachments](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/30529422) for more information about uploading and viewing attachments ### Status The **Status** column displays the current payment status of the invoice. Available status values include: - **On Hold** (invoice payment is suspended) - **Payable** (invoice is approved for payment and has a status of To Pay in Invoice Maintenance) **Format:** Text (status value) | **Editable:** No (display only) | **Default visibility:** Visible ### Reason The **Reason** column displays the reason code for why an invoice has been put on hold. The **Reason** column is blank for invoices that are not on hold. **Format:** Text (reason code) | **Editable:** No (display only) | **Default visibility:** Visible ### Amount The **Amount** column displays the original invoice amount including tax. **Format:** Currency (two decimal places) | **Editable:** No (display only) | **Default visibility:** Visible ### Paid The **Paid** column displays any amounts that have been paid against the invoice. A value of $0.00 indicates no payments have been made. **Format:** Currency (two decimal places) | **Editable:** No (display only) | **Default visibility:** Visible ### Linked Rcpt The **Linked Rcpt** column displays the purchase order number if the invoice is linked to a stock receipt. If multiple stock receipts are linked to the invoice, the **Linked Rcpt** column displays only the first purchase order number. **Format:** Text (purchase order number) | **Editable:** No (display only) | **Default visibility:** Visible ### Orig Supp The **Orig Supp** column displays the original supplier code on the invoice. The **Orig Supp** column only shows a value if the invoice supplier has been changed via the **Change Supplier** tab in **Invoice Maintenance**, or if a chargeback supplier account is configured. **Format:** Text (supplier code) | **Editable:** No (display only) | **Default visibility:** Visible ### Reference The **Reference** column displays the creditor's invoice reference number as imported from the supplier's e-invoice file. The **Reference** value is populated for invoices imported via the **Import Mitre 10 Creditor Invoices** process. For manually entered invoices or invoices imported via other formats, the **Reference** column is blank. **Format:** Text (alphanumeric) | **Editable:** No (display only) | **Default visibility:** Hidden (add via the column chooser to display) ### Comments The **Comments** column displays any comments recorded against the invoice. **Format:** Text | **Editable:** No (display only) | **Default visibility:** Hidden (add via the column chooser to display) ### Match The **Match** button at the bottom of the **Open Transactions** grid opens the **Match and Move Transactions** window. Use the **Match** button to select open invoices with a combined total of $0.00 and move them to the **Historical Transactions** tab. **Action:** Click **Match** to open the **Match and Move Transactions** window. ## Match and Move Transactions Window ![image-20260310-051637.png](media://6ffbf8c4-5814-435b-8d51-094a31e24aee) The **Match and Move Transactions** window displays all open invoices for the selected supplier. Select invoices using the checkboxes in the first column. The **Selected Total** at the bottom of the window updates as invoices are selected. When the selected invoices total $0.00, click **Move** to transfer the selected invoices from **Open Transactions** to **Historical Transactions**. ### Invoice (Checkbox) The checkbox in the first column allows you to select individual invoices for matching. The **Invoice** column displays the invoice number next to the checkbox. **Format:** Checkbox + Text (invoice number) | **Editable:** Yes (select/deselect) ### Date The **Date** column displays the date the invoice was issued. **Format:** Date (DD/MM/YYYY) | **Editable:** No (display only) ### Narration The **Narration** column displays the brief description or note recorded against the invoice. **Format:** Text | **Editable:** No (display only) ### Status The **Status** column displays the current payment status of the invoice. **Format:** Text (status value) | **Editable:** No (display only) ### Amount The **Amount** column displays the invoice amount. **Format:** Currency (two decimal places) | **Editable:** No (display only) ### Selected Total The **Selected Total** displays the sum of all selected invoice amounts. The **Selected Total** must equal $0.00 before the **Move** button becomes active. **Format:** Currency (two decimal places, calculated) | **Editable:** No (display only) ### Move (S) The **Move** button transfers the selected invoices from the **Open Transactions** tab to the **Historical Transactions** tab. The **Move** button is only active when the **Selected Total** equals $0.00. **Action:** Click **Move** to transfer the selected invoices to Historical Transactions. ### Close (O) The **Close** button closes the **Match and Move Transactions** window without making changes. **Action:** Click **Close** to return to the Supplier Dashboard. > ✅ Refer to [Tagging Multiple Invoices & Moving These to Historical Transactions (if the Total Value = Zero)](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28397332) for further information. --- ## Historical Transactions Tab ![image-20260310-051854.png](media://6bb6f1dd-fbe2-4654-8ee2-e9bda8404f87) The **Historical Transactions** tab displays invoices that have been finalised and paid for the selected supplier. Enter a date range using the **From Date** and **To Date** fields and click **Find Transactions** to filter the results. ### From Date The **From Date** field sets the start of the date range for the historical transactions search. **Format:** Date (DD/MM/YYYY) | **Editable:** Yes ### To Date The **To Date** field sets the end of the date range for the historical transactions search. **Format:** Date (DD/MM/YYYY) | **Editable:** Yes ### Find Transactions The **Find Transactions** button executes the search using the **From Date** and **To Date** range. Click **Find Transactions** to populate the grid with matching historical invoices. **Action:** Click **Find Transactions** to search for historical invoices within the specified date range. ### Invoice The **Invoice** column displays the invoice number as a hyperlink. Click the **Invoice** hyperlink to open the **Supplier Transaction** details screen where you can view header information, invoiced receipts, rebates and GL allocations for the selected transaction. **Action:** Click the **Invoice** hyperlink to open the Supplier Transaction details screen. **Format:** Text (hyperlink) | **Editable:** No (display only) | **Default visibility:** Visible ### Co The **Co** column displays the company code the invoice belongs to. The **Co** column is only visible when the **Company** filter is set to **All Companies**. **Format:** Numeric (company code) | **Editable:** No (display only) | **Default visibility:** Visible when All Companies is selected ### Brn The **Brn** column displays the branch code where the invoice was processed. **Format:** Numeric (branch code) | **Editable:** No (display only) | **Default visibility:** Visible ### Date Paid The **Date Paid** column displays the date the invoice was paid. **Format:** Date (DD/MM/YYYY) | **Editable:** No (display only) | **Default visibility:** Visible ### Date Inv The **Date Inv** column displays the date the invoice was issued by the supplier. **Format:** Date (DD/MM/YYYY) | **Editable:** No (display only) | **Default visibility:** Visible ### Narration The **Narration** column displays the brief description or note recorded against the invoice. **Format:** Text | **Editable:** No (display only) | **Default visibility:** Visible ### Attachments The **Attachments** column displays an upload icon or a paperclip icon for each invoice row. Click the upload icon to open the **Attachments** window and attach files or documents to the invoice. The paperclip icon indicates files are already attached to the invoice. **Action:** Click the upload icon to attach files. Click the paperclip icon to view existing attachments. **Format:** Icon | **Editable:** Yes (attach/view files) | **Default visibility:** Visible ### Amount The **Amount** column displays the total amount paid for the invoice. **Format:** Currency (two decimal places) | **Editable:** No (display only) | **Default visibility:** Visible ### Cheque The **Cheque** column displays the cheque number used to pay the invoice, if applicable. The **Cheque** column is blank for invoices paid via direct credit or other non-cheque payment methods. **Format:** Numeric (cheque number) | **Editable:** No (display only) | **Default visibility:** Visible ### Canc The **Canc** column indicates whether the cheque payment for the invoice has been cancelled. Enable the **Canc** filter at the top of the column to include cancelled cheques in the results. **Format:** Checkbox | **Editable:** No (display only, filter only) | **Default visibility:** Visible ### Presented The **Presented** column indicates whether the cheque has been presented for payment. The **Presented** column includes a date filter at the top of the column to filter by the date range cheques were presented. **Format:** Checkbox | **Editable:** No (display only) | **Default visibility:** Visible ### Linked Rcpt The **Linked Rcpt** column displays the purchase order number if the invoice is linked to a stock receipt. If multiple stock receipts are linked to the invoice, the **Linked Rcpt** column displays only the first purchase order number. **Format:** Text (purchase order number) | **Editable:** No (display only) | **Default visibility:** Visible ### Orig Supp The **Orig Supp** column displays the original supplier code on the invoice. The **Orig Supp** column only shows a value if the invoice supplier has been changed via the **Change Supplier** tab in **Invoice Maintenance**, or if a chargeback supplier account is configured. **Format:** Text (supplier code) | **Editable:** No (display only) | **Default visibility:** Visible ### Reference The **Reference** column displays the creditor's invoice reference number as imported from the supplier's e-invoice file. The **Reference** value is populated for invoices imported via the **Import Mitre 10 Creditor Invoices** process. For manually entered invoices or invoices imported via other formats, the **Reference** column is blank. **Format:** Text (alphanumeric) | **Editable:** No (display only) | **Default visibility:** Hidden (add via the column chooser to display) ### Comments The **Comments** column displays any comments recorded against the invoice. **Format:** Text | **Editable:** No (display only) | **Default visibility:** Hidden (add via the column chooser to display) --- ## Credit Claims Tab ![image-20260310-052331.png](media://02b191ed-ed69-415a-96ee-5e8e02ec2e79) The **Credit Claims** tab displays the details and status of credit claims raised against the selected supplier. Enter a date range using the **From Date** and **To Date** fields and click **Find Transactions** to filter the results. ### From Date The **From Date** field sets the start of the date range for the credit claims search. **Format:** Date (DD/MM/YYYY) | **Editable:** Yes ### To Date The **To Date** field sets the end of the date range for the credit claims search. **Format:** Date (DD/MM/YYYY) | **Editable:** Yes ### Find Transactions The **Find Transactions** button executes the search using the **From Date** and **To Date** range. Click **Find Transactions** to populate the grid with matching credit claims. **Action:** Click **Find Transactions** to search for credit claims within the specified date range. ### Claim Number The **Claim Number** column displays the credit claim number as a hyperlink. Click the **Claim Number** hyperlink to open the **Claim Enquiry** screen where you can view the claim details, product lines and print or send a copy of the credit claim. **Action:** Click the **Claim Number** hyperlink to open the Claim Enquiry screen. **Format:** Text (hyperlink) | **Editable:** No (display only) | **Default visibility:** Visible ### Claim Date The **Claim Date** column displays the date the credit claim was created. **Format:** Date (DD/MM/YYYY) | **Editable:** No (display only) | **Default visibility:** Visible ### Co The **Co** column displays the company code the credit claim belongs to. The **Co** column is only visible when the **Company** filter is set to **All Companies**. **Format:** Numeric (company code) | **Editable:** No (display only) | **Default visibility:** Visible when All Companies is selected ### Brn The **Brn** column displays the branch code associated with the credit claim. **Format:** Numeric (branch code) | **Editable:** No (display only) | **Default visibility:** Visible ### Claimed Against The **Claimed Against** column displays the supplier's invoice number that the credit claim is raised against. **Format:** Text (invoice reference) | **Editable:** No (display only) | **Default visibility:** Visible ### Claim Value The **Claim Value** column displays the dollar value of the credit claim. Negative values indicate a credit to be received from the supplier. **Format:** Currency (two decimal places) | **Editable:** No (display only) | **Default visibility:** Visible ### Claim Transaction The **Claim Transaction** column displays the transaction number associated with the credit claim. **Format:** Numeric (transaction number) | **Editable:** No (display only) | **Default visibility:** Visible ### Approval Number The **Approval Number** column displays the approval or authorisation number for the credit claim, if applicable. **Format:** Text | **Editable:** No (display only) | **Default visibility:** Visible ### Comments The **Comments** column displays any comments recorded against the credit claim. **Format:** Text | **Editable:** No (display only) | **Default visibility:** Visible ### Status The **Status** column displays the current processing status of the credit claim. Available status values include: **new** (claim not released to stock or accounts payable), **Rel-Stck** (claim released to stock, **Credit A/P Immediately** is set to No), **Rel-AP** (claim released to accounts payable, **Credit A/P Immediately** is set to Yes) and **Posted** (claim processed through **Stock Invoice Approval**). **Format:** Text (status value) | **Editable:** No (display only) | **Default visibility:** Visible --- ## Supplier Transaction Details ![image-20260310-052532.png](media://73c9ffd5-4c54-474d-a773-b300e1fe29ef) Click an **Invoice** hyperlink on the **Open Transactions** or **Historical Transactions** tab to open the **Supplier Transaction** details screen. > ℹ️ Click **Supplier Dashboard** in the breadcrumb menu to return to the dashboard for the selected supplier The **Supplier Transaction** details screen displays the following sections: - **Header:** A summary of the invoice payment detail, invoice status and the hold reason if applicable. - **Invoiced Receipt(s):** A summary of the purchase order receipts linked to the invoice. - **Rebates:** Any rebate details applicable to the supplier invoice. - **GL Allocations:** A summary of the GL postings for the selected invoice. - **Attachments:** Click to add or view attachments for the invoice. - **Invoice Maintenance:** For invoices under **Open Transactions**, click **Invoice Maintenance** to open the invoice in the **Invoice Maintenance** screen for editing. ## Claim Enquiry ![image-20260310-052614.png](media://51abaa21-a9e6-4385-8468-12a1ac809072) Click a **Claim Number** hyperlink on the **Credit Claims** tab to open the **Claim Enquiry** screen. > ℹ️ Click **Supplier Dashboard** in the breadcrumb menu to return to the dashboard for the selected supplier The **Claim Enquiry** screen displays the following sections: - **Claims:** A detailed summary and status of the claim including the amount claimed and reason for the claim. - **Lines:** The product claim details including the products within the claim. - **Print/Send:** Click to print or send a copy of the credit claim. > ✅ ## Related Information > ✅ > ✅ - [Supplier Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28397304) > ✅ - [Invoice Maintenance Screen](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28390250) - Field Definitions > ✅ - [Stock Invoice Approval Screen](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28385042) - Field Definitions > ✅ - [Tagging Multiple Invoices & Moving These to Historical Transactions (if the Total Value = Zero)](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28397332)