Revised:  10/07/2024

Running an Invoice Register Report

ReferencesReferences

Overview

This process is used to create and print an Invoice Register report by Invoice ID and by Customer.

To run a report, an agency specified Run Control ID is needed. A Run Control ID is a set of information that has been selected and saved for running a specific report or process in OAKS FIN. Each OAKS FIN user creates his or her own Run Control IDs. When the report or process is ran again, the following can be done:

• Reuse a Run Control ID that has already been created.
• Create a new Run Control ID if the report or process needs to be run in a different way.

The Run Control ID can be up to 30 letters and numbers long (Do not use spaces in the name). Some agencies have standards for naming Run Control IDs.

Steps

• https://ohid.ohio.gov/wps/myportal/gov/myohio/ > Financials > NavBar > Menu > Billing > Generate Invoices > Reports > Invoice Register

1. Click the Add a New Value button.

• The Add New Value page displays.

2. Enter a Run Control ID .
3. Click Add.

• The Invoice Register page displays.

4. Select the appropriate Range from the Range Selection area.
   • The range may be defined by the date the invoice was finalized ( Final Date ) or by Billing Cycle .
5. Enter the Start Date and End Date of the desired range.
6. Click Run.
7. The Process Scheduler Request page displays.

8. Select the agency specified process to run from the Process List Select field.
9. The report may be run grouped by Invoice ID (Process BIIVC002) or by Customer (Process BIIVC003). Both can be selected.
9. Click OK.

• OAKS FIN creates a Process Instance number. If multiple processes were selected, there will be a Process Instance number for each process.

10. Click the Process Monitor link.

• The Process List tab displays.

11. View the agency specific Instance Number to find the correct process.
12. Click Refresh every 30 seconds until the process Run Status displays "Success" and the Distribution Status is "Posted."
13. Click the Details link for the correct process.

• The Process Detail page displays.

14. Click the View Log/Trace link.

• The View Log/Trace page displays.

15. Click the File link with the correct Process Name and Instance Number.

• The report is displayed in a new window.

16. Review, print, or email the report as desired.