Mikeg: Created page with "==Overview== *You can sequence and select the transactions from the A/R that you want to enquire about. There are a number of selection criterias for an enquiry. For example,..."

2017-12-27T17:31:56Z

Created page with "==Overview== *You can sequence and select the transactions from the A/R that you want to enquire about. There are a number of selection criterias for an enquiry. For example,..."

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==Overview==
*You can sequence and select the transactions from the A/R that you want to enquire about. There are a number of selection criterias for an enquiry. For example, you can select on only debtor number or on the combination debtor number, due date and amount. To narrow down your search for a specific transaction you can enter the appropriate values in the selection fields.
*To further specify your enquiry you can also sequence your transactions. The sequences make it possible to sort the transactions in a pre-defined manner.

==To Enquire on A/R Transactions and Balances==
*Under Enquiries (blue side panel)
*Select '''A/R balance/stat/agreem/tran''' OR
*Select '''Enquiries'''
*Type '''A/R''' under search argument and click '''enter'''
*Mark '''A/R Balance/stat/agreem/tran''' and click '''enter'''

*Under Selection - enter debtor number
*Enter '''1''' for single invoice or '''2''' for a range of invoices
*Enter invoice number(s)
*Click '''enter'''
[[File:ARTB1.png|400px]]

==Invoice Enquiry==
*Double-click on the record (invoice)
*Note - on the blue side panel there are many other options
*Click '''DIS invoice enquiry'''
*Click '''enter''' twice
*Double-click on line to obtain text details (usually text is on last line)
*Click '''F8''' to bring up text (if available)
[[File:ARTB2.png|400px]]
[[File:ARTB3.png|400px]]

*Review text
*Click '''F12''' twice to move back to previous panel
*Click '''Create invoice copy''' if you wish to print, fax or email invoice (left side blue panel)
*OR '''F12''' to back out of document

===Create Invoice Copy===
*Option 1 – change Print '''Y''' and printer queue (to printer number)
*Option 2 - change Fax '''Y'''> to fax and enter fax number in address field
*Option 3 – change Email '''Y''' to email and enter email address in address field
*Click '''Enter'''
[[File:ARTB4.png|400px]]

[[Category:Workflows-Finance]]
[[Category:Accounts Receivable]]

Accounting Finance:Enquire on A/R Transactions and Balances - Revision history

Mikeg: Created page with "==Overview== *You can sequence and select the transactions from the A/R that you want to enquire about. There are a number of selection criterias for an enquiry. For example,..."