Difference between revisions of "Supplier Prepayment List"
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| − | == Overview == | + | == Overview == |
| + | |||
| + | The Supplier Prepayment List displays all the prepayments entered into ERP for all your Suppliers. | ||
| + | |||
| + | Ways Lists in ERP can be Manipulated: | ||
| + | |||
| + | *[[Filtering Lists]] | ||
| + | *[[Searching f5 f6 f7]] | ||
| + | *[[Customising Lists]] | ||
| + | *[[Report Printing Options]] | ||
| + | *[[Export Data]] | ||
| + | |||
| + | '''How To Use the Supplier Prepayment List''' | ||
| + | |||
| + | *Select the 'Payments' tab. | ||
| + | *Select the 'Supplier Prepayment List' button. | ||
| + | |||
| + | Refer to Global Features for instructions on Customising; Exporting; Printing; Filtering; Searching; Date Range. | ||
| + | |||
| + | *Select the relevant radio button for the list you wish to view, i.e. Supplier prepayments; Deleted Supplier Prepayments; | ||
| + | |||
| + | All Supplier Prepayments. | ||
| + | |||
| + | *The Total Amount as per the selection criteria will be displayed below the Amount column. | ||
| + | *The Total Records will be listed at the bottom left of screen as per list selection displayed. | ||
| + | |||
| + | *Move columns to display the list as per your requirements, simply by grabbing the header with the left mouse and | ||
| + | |||
| + | dragging the column/s to the position of choice. Your settings will be saved upon closing the list. | ||
| + | |||
| + | *To sort a column, left mouse click on the header. The hand will display indicating whether the sort is up or down, | ||
| + | |||
| + | i.e. A-Z or Z-A. (ERP sorts alpha numerically). | ||
| + | |||
| + | *Select the 'New' button to create a new Prepayment directly from the List. | ||
| + | *Refer to Supplier Prepayment for instructions on completing a Prepayment. | ||
Revision as of 15:18, 2 March 2011
Overview
The Supplier Prepayment List displays all the prepayments entered into ERP for all your Suppliers.
Ways Lists in ERP can be Manipulated:
How To Use the Supplier Prepayment List
- Select the 'Payments' tab.
- Select the 'Supplier Prepayment List' button.
Refer to Global Features for instructions on Customising; Exporting; Printing; Filtering; Searching; Date Range.
- Select the relevant radio button for the list you wish to view, i.e. Supplier prepayments; Deleted Supplier Prepayments;
All Supplier Prepayments.
- The Total Amount as per the selection criteria will be displayed below the Amount column.
- The Total Records will be listed at the bottom left of screen as per list selection displayed.
- Move columns to display the list as per your requirements, simply by grabbing the header with the left mouse and
dragging the column/s to the position of choice. Your settings will be saved upon closing the list.
- To sort a column, left mouse click on the header. The hand will display indicating whether the sort is up or down,
i.e. A-Z or Z-A. (ERP sorts alpha numerically).
- Select the 'New' button to create a new Prepayment directly from the List.
- Refer to Supplier Prepayment for instructions on completing a Prepayment.
