Choose A/P Invoices

Access this form using Transactions>Accounts Payable>Enter A/P Credits or Enter Manual A/P Checks>Start button> Choose A/P Invoices. It is only available if the Accounts Payable module is installed.

Use this form to select the invoice you want to apply an existing credit (applied credit) or record an on account credit for the vendor. The form displays all open invoices and credits for the selected vendor.

 

Filters: The filter is for display purposes only; it simply allows you to limit which invoices are displayed in the Invoices 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. Your choices for filtering invoices are: Invoice Number, Date (the document date), Due Date, and Session ID.
• 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 invoices are displayed in the Invoices 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.

Invoices/Credits Table: The system displays the invoice/credit number, document date, due date, unpaid/credit balance, and session ID for all open invoices and on account credits for the designated vendor. Click in the check boxes to select or clear individual items, or use the buttons at the top of the form to select or clear all invoices. Select how many items per page to display using the Records per Page drop-down list. You can view items in increments of 10, 25, 50, 100, 250, 500, or 1000. The default value for the Records per Page drop-down list was selected using the Options>Customize Workstation Settings>Preferences tab.