Suppliers can export a list of all invoices created within Unimarket. To get a summary (up to one year) of key invoice details, including associated Order Numbers, State, and financial figures.
Prerequisites
Audience: Supplier (Existing User)
Intent: Download a report of submitted invoices for reconciliation or tracking.
Access: Must be logged into the Unimarket supplier portal.
Steps
Filter the Invoices List
Go to Transactions on the left panel.
Select View Invoices.
Use the Filters at the top of the screen (Customer, State, Invoice/Order Number, or Invoice Statement) to refine the invoice listing to only include the data you need for the report.
Note: If looking for a range of invoices, we recommend selecting one year prior in the Invoice Date From filter, if applicable.
Select Search.
Create and Download the Export File
Click the small arrow icon next to the Search button.
Click Export. (The export will only include the currently filtered list of invoices).
The Job Submitted pop-up box will appear. Select the Here hyperlink.
The Background Jobs screen will appear. Select the Download link once the file is in a Finished State.
Tip: The Background Jobs screen can also be accessed by selecting the Task Menu in the upper right corner and clicking Background Jobs.
Fields Included in the Export
The report provides the following details:
| Field Name | Description |
|---|---|
| InvoiceNumber | The invoice number in Unimarket. |
| OrderNumbers | The Order number in Unimarket associated with the Invoice. |
| Buyers | The Buyer who placed the Order, or the assigned Buyer for the Invoice. |
| Customer | The Customer the Order was created for. |
| Creator | Who created the Invoice. |
| State | The State of the Invoice (e.g., Accepted, On Hold, Rejected). |
| InvoiceDate | The billing date of the invoice. |
| CreatedDate | The date the Invoice was created in Unimarket. |
| PaymentDueDate | The Due date of payment. |
| DocumentReference | Any contracts or external documents that can be referred to. |
| Comment | Any Comments added to the Invoice. |
| Currency | The Currency 3 letter code of the Invoice. |
| Subtotal | The invoiced amount excluding tax. |
| Shipping | The shipping cost of the order. |
| SpecialHandling | Any special handling costs. |
| Tax | The tax amount as a dollar value. |
| Discount | Any applicable discounts. |