Overview of prepaid order list
Introduction
You
can obtain the overview of prepaid order list at
Purchase ➔ Reports ➔ Various ➔ Prepaid order list. The prepaid order list
provides overview of all prepayments for the purchase orders, with the condition
that the prepayment must be linked to the purchase order. This overview shows
the amount of prepayment for each purchase order with an indication of whether
the prepayment has been paid.
Description
You can filter the prepaid
purchase orders that you want to display by specifying one or more of the
following search criteria. The purchase orders that match the search criteria
you have specified are then displayed. A list of options appears if you
click the Browse button in the Supplier box and
Purchase order box. From the list, make your selection and click
Select.
General section
PO date
Type or select a range of purchase
order date to display prepaid purchase orders with the selected date range. By
default, the All check box is selected to display prepaid purchase orders
with any date.
Note: Typing or selecting only the start
date will display prepaid purchase orders created on the selected order date and
later dates. Typing or selecting only the end date will display prepaid purchase
orders created on the selected order date and earlier dates.
Supplier
Select a supplier to display
prepaid purchase order(s) for the selected supplier.
Purchase order
Select a purchase order number to
display the selected prepaid purchase order.
Buttons
Display
Click this to display
the overview of the purchase orders prepaid list based on the specified search
criteria.
The overview of prepaid order list
shows information such as the purchase order number, prepayment amount,
indication of whether the prepayment has been paid, supplier account number,
indication of attachment and notes, indication of authorization, description,
purchase order date, purchased amount, and supplier’s account name.
Note: It is possible that not all
columns in this example are displayed. You can add or delete columns as
required. For detailed instructions on how to customize displayed columns, see Inserting and deleting columns
After clicking this, the following options are available:
- Note- Click this to retrieve the
note(s) for the selected purchase order. A green check mark at the selected
purchase order’s Note column indicates that the purchase order has a
note. The Note button is enabled
only if the selected purchase order has a note.
- Attachment - Click this to
retrieve the attachment(s) for the purchase order. A green check mark at the
selected purchase order’s Attachment column indicates that the purchase
order has an attachment. The Attachment button is
enabled only if the selected prepayment of the purchase order has an
attachment.
- Export - Click this to export the
overview to Microsoft Excel.
- PO - Click this to view or edit the selected purchase order.
- Close - Click this to exit.
Close
Click this to exit.
Related
document
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
12.993.960 |
Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
Release: |
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Attachment: |
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Disclaimer |