Help:AP1-Select All For Payment: Difference between revisions
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[[File:Select_Invoices_for_Payment_-_All_Vendors.png]] | [[File:Select_Invoices_for_Payment_-_All_Vendors.png]] | ||
'''IMPORTANT: Only one user may select and pay invoices at a time. All other users MUST exit the Accounts Payable Manager module when invoices are being paid, whether such payments are made by actual checks, bank adjustments, or by the offset invoice process.''' | {{Important tip|tip='''IMPORTANT: Only one user may select and pay invoices at a time. All other users MUST exit the Accounts Payable Manager module when invoices are being paid, whether such payments are made by actual checks, bank adjustments, or by the offset invoice process.'''}} | ||
'''Operation:''' Press the appropriate radio button to either Select invoices for payment or to Un-select invoices for payment. | '''Operation:''' Press the appropriate radio button to either Select invoices for payment or to Un-select invoices for payment. | ||
'''A/P Account:''' Enter a "0" (zero) if you wish to include all A/P Accounts. If you wish to select invoices for a specific A/P Account, then enter that A/P Account number. The name of the selected A/P Account will be displayed to the right of this field. Press the drop down button to the right of this field to open a window titled ''[[Select the A/P Account]]'' which displays the current A/P Accounts. | '''A/P Account:''' Enter a "0" (zero) if you wish to include all A/P Accounts. If you wish to select invoices for a specific A/P Account, then enter that A/P Account number. The name of the selected A/P Account will be displayed to the right of this field. Press the drop down button to the right of this field to open a window titled ''[[Help:Common-Select_AP_Account|Select the A/P Account]]'' which displays the current A/P Accounts. | ||
'''Due Date:''' Enter the Due Date for this selection process. All invoices with a Due Date on or before the date entered will be selected or un-selected (as denoted in Operation field above) for payment in full. All invoices with a Due Date beyond the date entered will be excluded from this selection process. If you want to be sure to include all possible due dates, then enter the maximum system date of 12-31-2099. NOTE: Press the calendar to the right of this field to activate a [[Help:Common-Calendar|pop-up calendar]] which can be used to select the date. Once a date has been selected, the up/down arrows to the right of this field can be used to move the date up or down one day at a time. | '''Due Date:''' Enter the Due Date for this selection process. All invoices with a Due Date on or before the date entered will be selected or un-selected (as denoted in Operation field above) for payment in full. All invoices with a Due Date beyond the date entered will be excluded from this selection process. If you want to be sure to include all possible due dates, then enter the maximum system date of 12-31-2099. NOTE: Press the calendar to the right of this field to activate a [[Help:Common-Calendar|pop-up calendar]] which can be used to select the date. Once a date has been selected, the up/down arrows to the right of this field can be used to move the date up or down one day at a time. | ||
Latest revision as of 20:22, 12 April 2010
This window titled Select Invoices for Payment - All Vendors enables you to set up the selection criteria for selecting or un-selecting all invoices for all vendors for payment. Using this option saves much time over selecting each vendor individually.
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Important: IMPORTANT: Only one user may select and pay invoices at a time. All other users MUST exit the Accounts Payable Manager module when invoices are being paid, whether such payments are made by actual checks, bank adjustments, or by the offset invoice process. |
Operation: Press the appropriate radio button to either Select invoices for payment or to Un-select invoices for payment.
A/P Account: Enter a "0" (zero) if you wish to include all A/P Accounts. If you wish to select invoices for a specific A/P Account, then enter that A/P Account number. The name of the selected A/P Account will be displayed to the right of this field. Press the drop down button to the right of this field to open a window titled Select the A/P Account which displays the current A/P Accounts.
Due Date: Enter the Due Date for this selection process. All invoices with a Due Date on or before the date entered will be selected or un-selected (as denoted in Operation field above) for payment in full. All invoices with a Due Date beyond the date entered will be excluded from this selection process. If you want to be sure to include all possible due dates, then enter the maximum system date of 12-31-2099. NOTE: Press the calendar to the right of this field to activate a pop-up calendar which can be used to select the date. Once a date has been selected, the up/down arrows to the right of this field can be used to move the date up or down one day at a time.
[ Begin ] Press this button to begin the selection or un-selection operation. The status of the operation is displayed on the screen.
[ Cancel ] Press this button to cancel this operation. This button will become disabled after the [Begin] button has been pressed.
Records Read: This is an informational field only which displays the total number of records read during this operation. You cannot edit the information in this field.
Amount Selected: This is an informational field only which displays the amount selected for payment by this operation. You cannot edit the information in this field.
[ OK ] This button will become active after the selection/un-selection operation is complete. Press this button to close this window and return to the previous window.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
