IN Tray

Question

Hi&nbsp;I am sending excel costing sheets to the intray to attach to the supplier's invoice.&nbsp; The code is working fine and the excel sheet (as a PDF) shows correctly in the in tray.&nbsp; But when 1 click "Link to an existing Bill" the supplier is not listed.&nbsp; Selecting "Show Closed Bills and returns" does not work. The original suppliers bill will have been paid within the prior 4-5 weeks.&nbsp;The only process is to then save the in tray document to the local drive, find the supplie, open the invoice and then add attachment.&nbsp; &nbsp;this process is clutzy &amp; slow.&nbsp;What is going wrong with the way the in tray is working?

samaram · Answer

Hi&nbsp;Bern458&nbsp;
&nbsp;
Sorry to see that no one has replied to you yet. The supplier search criteria generally shows all active suppliers regardless of if there are any open bills. If the supplier is missing from the dropdown list, it sounds like the card for the supplier in question might not be active.
&nbsp;
To check if this is the case, go to; Card List &gt; Open Supplier &gt; check if Inactive Card is ticked (if it is then untick it).&nbsp;
&nbsp;
Hope that helps.
&nbsp;
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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