Work with Outstanding A/P Invoices
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Screen ID: Screen Title: Panel Number: |
UAPINVC-02 Work with Outstanding A/P Invoices UAPINVC-02 |
Access this screen by selecting a vendor on the initial Create/Maintain Accounts Payable Invoices screen (Tool #998)
This screen displays any invoices already added for a particular vendor, that haven’t yet been selected for payment.
The right side of the screen shows the number and total net debit amount of invoices for this vendor, along with a notation of how this vendor is paid (CHK for check or ACH for direct payment via ACH). Use the Due dates from / to input fields to enter a range of due dates and the list will filter to show only those items. (Remember that a due date is not required when entering an invoice.)
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To work with an invoice, select it in the list and use Edit to proceed to the main invoice maintenance screen.
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Select an invoice or template in the list and use Copy to new invoice to copy all of the invoice details and start a new invoice record on the main invoice maintenance screen (the original invoice or template will not be altered).
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To delete an invoice without paying it, select the item in the list and use Delete. A confirmation window will appear.
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To start a new invoice or template for this vendor use the New Invoice or New Template buttons at the bottom of the screen (these buttons work the same but the New Template button automatically checks the Templates flag for you).
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Click any column heading to sort the list by that column (click again for descending order).
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Use the Show... button to toggle the list to show only templates, only invoices, or both (the default view shows both).
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Use the Vendor Inquiry button to see additional details about this vendor, such as contact information, paid history, and more.