How to View "Other Holds" Invoices in BruinBuy Plus

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    **REMINDER**: There are three irregular invoice categories: *Matching Exceptions*, *Hold for Receiving*, and *Other Holds*. This guide solely focuses on viewing invoices in the third category. Review the [**Irregular Invoice Reporting web page**](//purchasing.ucla.edu/accounts-payable/irregular-invoices/reporting) to learn how to run a custom search for the other categories.
    Log in to [BruinBuy *Plus*](https://bruinbuyplus.ucla.edu/).
    From the *Home Shopping Dashboard*, navigate to the *Account Payable* menu and select **Search for Invoices**.

    Configure Your Search

    Click the **Created Date: Last 90 days** filter.
    Select the **All** radio button.
    Click the **Apply** button.
    Click the **Configure Columns (gear)** icon.
    In the *Configure Column Display* dialogue box, enter **Holds Reason** in the *Type to Filter Available Columns...* field.
    Select the **Hold Reason\*** checkbox.
    Navigate back to the *Type to Filter Available Columns...* field. Enter **Department**.
    Select the **Department\*** checkbox.
    **Hold Reason** and **Department** have been added to the list of columns. To arrange the columns in your desired order, drag the field names or use the UP / DOWN arrows. Click the **Apply** button.
    On the *Search Invoices* page, **Hold Reason** and **Department** have been added to the search columns.
    To filter for invoices with a hold reason, select the **\*Hold Reason** checkbox from the *Add Filter* dropdown menu.
    Select the *Any Value* **plus sign** icon.
    Click the **Apply** button.
    From the *Search Invoices* page, enter **Department** in the the *Filters* dropdown menu. Select the **\*Department** option.
    Enter your **department number** or select the **plus sign** icon to add multiple departments, as applicable.
    Click the **Apply** button.
    From the *Search Invoices* page, select the **Invoice Status** option from the *Filters* dropdown menu.
    Select the **Pending** checkbox.
    Click the **Apply** button.
    The *Search Invoices* page now lists **Invoice Status**, **Hold Reason**, and **Department**.
    You have now successfully created a custom search that shows your unit's **pending** invoices with an **"Other Holds" hold reason**!

    Save Search for Future Use

    Once the applicable search filters have been applied to the *Search Results*, click the **Save As** button to save your search for future reference.
    In the *Save Search* dialogue box, enter a name for the search in the **Nickname** field.
    To enter an optional description for this search, click the **Add Description** accordion.
    **NOTE**: It is recommended to add a personalized folder to quickly access your saved searches. To add a new folder for your searches, click **Add New**.
    Select the desired folder save location. Click the **Save** button.

    Locate a Saved Search

    From the *Search Invoices* page, select the **My Searches** tab.
    From the *My Searches* tab, locate and select the desired saved search under the **Favorite Searches** section.

    Export the Saved Search

    From the *Search Invoices* page, select the **My Searches** tab.
    From the *My Searches* tab, locate the desired saved search under the **Favorite Searches** section. Select the **ellipsis (...)** icon next to the desired search.
    Select the **Export** action from the *Ellipsis (...)* dropdown menu.
    **IMPORTANT:** The dropdown option will not include **Export** if the search is currently open.
    In the *Export Invoices* dialogue box, update the file title as desired, and ensure **Screen Layout** is selected in the *Type* dropdown menu. Click the **Submit** button.
    A success message will appear on the *Search Invoices* page. Select the message’s **Manage Search Exports** link to navigate to the generated file. **NOTE**: The file can also be accessed through the top navigation **Notifications / Action Items** flag.
    To download the file, select the desired hyperlinked title. **NOTE**: Items with a **Generating Export File** status will not be hyperlinked until they have a **Completed** status.
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