Issue/Symptom/Question

Once a Work Order Invoice is created and a user exits out of the Work Order/Maintenance Contract Billing window, how does a user view or query those Work Order Invoices?

Environment

OnBase → OnBase Unity Client

Resolution/Fix/Answer

Access the OnBase server and navigate to the OnBase Unity Client Application
Log in successfully
Navigate to the Home tab
Select the Retrieval icon
Navigate to the Document Types and Groups section
Search all documents or narrow down your results by specifying which type of document you're searching for. For this scenario of WO Invoicing, narrow the Doc Type down to Accounts Receivable.
Filter more results by specifying Date ranges
Results will display on the Search Results Section
Click on any of the documents in the Search Results Section
In the bottom section of the screen previews of the documents will display

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