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Overview Criteria

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On this tab the following fields can be viewed:

 

hmtoggle_plus1A/P Clerk

The list is populated with all the valid accounts payable clerks.  Select an accounts payable clerk if you wish to only view Creditors invoices related to the specific A/P Clerk.  The A/P Clerk is specified on the suppliers tab of the external organization function.

hmtoggle_plus1Created From &To

Specify the "from" and "to" dates to limit the result to invoices that has been created between the specified dates.  The capture date are created on the apply button of the invoice line link tab on Creditors.

hmtoggle_plus1Currency

The list is populated with all the valid currencies from the Currency table.  Select a currency if you wish to only view Creditors invoices related to the specific currency.

hmtoggle_plus1Division

The list is populated with all the valid divisions from the division table.  Select a division if you wish to only view Creditors invoices related to the specific division.

hmtoggle_plus1Invoice Number

The list is populated with all the valid invoices.  Select an invoice number if you wish to only view the specified Creditors invoice.

hmtoggle_plus1Invoice Type

Specify the invoice type to limit the result to lines that either belongs to invoices or credit notes.

hmtoggle_plus1Link Status

Select this option to view lines of the selected link status.  A link can have a status of either Active or Inactive.

hmtoggle_plus1Link Type

Select this option to view lines of the selected link type / types.

hmtoggle_plus1Linked Comments Like

This field will allow the user to limit the search criteria to any comments specified on invoice line links.  

 

If the exact comments are not known, the user can add a % sign before and after the comments to enable the system to search for comments like the specified text.

hmtoggle_plus1Print Date From & To

Specify the "from" and "to" dates to limit the results set to invoices that have an Invoice Date between the specified dates.  This should be the date as specified on the invoice received from the supplier.

hmtoggle_plus1Settlement Details

This section will enable the user to refine the search criteria on the settlement detail of the invoice.  This detail is derived from the Creditor Settlement table.

hmtoggle_plus1Source Reference

Specify details to view invoice line links, linked to a specific source document.  The user has the option to select various source criteria to define the search results.

hmtoggle_plus1Supplier

The list is populated with all valid suppliers from the External Organization table.  Select a supplier name if you wish to only view Creditors invoices related to the specific supplier.