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Overview Criteria

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On this tab the following fields can be viewed:

 

hmtoggle_plus1A/R Clerk

The list is populated with all the valid accounts receivable clerks as specified on the external organization function.  Select an accounts receivable clerk if you wish to only view Debtors invoices related to the specific A/R Clerk.

hmtoggle_plus1Bank Code

This will show all invoices settled with the selected bank.   Bank details are setup on the Bank Internal function.

hmtoggle_plus1Created From

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

hmtoggle_plus1Credit Link/Note

A Credit Link or Note can be selected to be visible in the results tab.

hmtoggle_plus1Contact Person

If a contact person was included in the transaction, by including the name, the search will be narrowed down to show only the transactions where the selected Contact Person was involved.

hmtoggle_plus1Counter Sales Details

Cash Sales can be included by selecting it as a Cash Sale and then include the Part number that can be included in the transactions selected to be displayed in the results tab.

hmtoggle_plus1Customer

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

hmtoggle_plus1Currency

The list is populated with all the valid currencies from the Currency table.  Select a currency if you wish to only view Debtors 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_plus1Document Status

Specify a document status to limit the results to one or more of the possible document / invoice statuses.

hmtoggle_plus1Eft Reference Number

This will display the last EFT reference number used for an EFT transaction. After creation of each EFT transaction the system will update this field with the last number used.

hmtoggle_plus1Exp Settlement Days

This will show all invoices with an expected settlement day smaller or equal to the specified day.   The expected settlement day are based on the settlement term specified for the invoice.

hmtoggle_plus1Invoice Number

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

hmtoggle_plus1Invoice Settled From

Specify the "from" and "to" dates to limit the result to invoices that has been settled between the specified dates.  The date settled are created when the invoice are settled on the Debtor Transfer Settlement function.  

hmtoggle_plus1Invoice Type

Specify the invoice type to limit the results to either invoices or credit notes.

hmtoggle_plus1Link Comments Like

This field will allow the user to limit the search criteria to any comments specified on Debtor 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_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_plus1Print Date From

Specify the "from" and "to" dates to limit the results set to invoices that have a Print Date between the specified dates.

hmtoggle_plus1Settled Invoices

This will show all settled invoices for the selected criteria.

hmtoggle_plus1Show Settled With Fluctuation Records

This tick can be used to include settled invoices where Fluctuation records exists.

hmtoggle_plus1Source Reference

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

hmtoggle_plus1Transaction Date From

This date is a filter can be set to date from which transactions were done to minimize the populating transactions in the grid.

hmtoggle_plus1Unsettled Invoices

This will show all unsettled links for the selected criteria.