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Invoices Due Notification

Access this form using Options>Customize Workstation Settings>Alerts tab. If you select the "Warn for Invoices Due" check box when you open an organization with invoices due, the system displays this form.

Use this form to view the A/P invoices that are currently due. Click Display Filter to limit which items are displayed in the Available Items table. For example, you might want to view only items with an account type of CSH— Cash. Then, click Display Records to see only the records that match the filter criteria. If you are not using the filter (it is blank), the Display Records button displays all of the items you currently have.

 

Filters: The filter is for display purposes only; it simply allows you to limit which items are displayed in the Available Items table.

  • Available Filter, Selected Filter: Select an item in the Available Filter column, and click the Mover ( > ) to move it to the Selected Filter column. Once an item is in the Selected Filter column, set up its filtering criteria. Then, the table is limited to the data that falls within the designated filter criteria.
  • Compares To: Select an operator from the drop-down list. The operator compares the value in the Selected Filter column with the values in Criteria 1 and Criteria 2 to determine which items are displayed in the Available Items table.
  • Criteria 1: Enter a value to compare with the item in the Selected Filter column. When using Like or Not Like, you can use "%" to represent any number of characters.
  • Criteria 2: Enter a value for the end of a range if the Compares To column contains the Between or Not Between operators.

Available Items Table: The system displays the segment, code, status, title, short title, and account type for each item. Select how many items per page to display using the Records per Page drop-down list. You can view items in the table in increments of 10, 25, 50, 100, 250, 500, or 1000. The default setting for the Records per Page drop-down list was selected using the Options>Customize Workstation Settings>Preferences tab.

  • For larger organizations with many records, you may want to clear "Use Drop-Down List on Find Forms" using the Options>Customize Workstation Settings>Preferences tab. By doing so, it will eliminate the time it takes to load the form.
  • In the Available Items table, you can sort the data based on any column. Simply double-click on a column heading to sort according to that column.
  • The sorting functionality is only for table display and does not affect printing. Print uses the data from the database and is therefore not reflective of how the items were sorted.