To limit transaction displays in accounts payable:Use the A/R or A/P Ledger Selection Input screen to limit the transactions displayed on the A/R or A/P Ledger screens. You can define parameters so that only certain transaction types display. For example, you can limit the transactions to those occurring before or after a specific date, or those below a certain amount.
To limit transaction displays in accounts payable:
From the A/P menu, select A/P Ledger to display the A/P Ledger screen.
Use the Select hot key to display the A/R or A/P Ledger Selection Input screen.
Note: If you leave a field blank on the A/R or A/P Ledger Selection Input screen, then the transactions displayed reflect all of that category.
In the Order ID field, do one of the following to select a transaction:
Enter a reference number to select a particular transaction.
Enter a partial reference number and select from the displayed list of reference numbers that match the criteria you entered.
Enter a pound sign (#) followed by a invoice number to select only those transactions with a particular customer invoice number.
The system matches this number against the numbers listed in the Reference column on the A/P Ledger screen.
In the Invoice # field, do one of the following:
Enter an invoice number to select a particular invoice.
Enter a partial invoice number and select from the displayed list of invoice numbers that match the criteria you entered. The system matches this number against the invoice numbers listed in the MiscInformation column on the A/P Ledger screen.
In the Check # field, enter a check number to select transactions associated with that particular check number.
In the Start Date field, enter a date to view only those transactions with a posting date on or after that date.
In the End Date field, enter a date to select only those transactions with a posting date on or before that date.
In the From $ field, enter an amount to select only those transactions greater than that amount.
In the To $ field, enter an amount to select only those transactions less than that amount.
In the G/L Acct field, enter an account name to select only those transactions associated with that G/L account.
In the Br/Tr/All field, enter a branch, territory, or all to select only those transactions associated with a specific branch or territory.
Press Esc to apply the criteria to the A/P Ledger screen.
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