Difference between revisions of "A/R Inquiry"
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[[File:AR Inquiry 1.png]] | [[File:AR Inquiry 1.png]] | ||
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+ | The following fields are available on this screen: | ||
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+ | {| class="wikitable" | ||
+ | |- | ||
+ | ! '''Field''' !! '''Description''' | ||
+ | |- | ||
+ | | '''Customer ID''' || To search by customer ID, enter the ID here or click the list icon to select from a [[Customer Entry|list of customers]] in the system | ||
+ | |- | ||
+ | | '''Invoice date/thru''' || To search by invoice date, enter the beginning and/or ending date(s) you wish to search by. Type the dates in mm/dd/yyyy format or click the calendar icons to select the dates | ||
+ | |- | ||
+ | | '''Memo''' || To search by memo, enter all or part of the memo to search. For example, typing the word "fee" will result in all memos with the word fee | ||
+ | |- | ||
+ | | '''Line item text''' || To search by line item text, enter all or part of the verbiage to search. For example, typing the word "fee" will result in all line items with the word fee | ||
+ | |} | ||
+ | |||
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+ | When you have entered the parameters that you wish to use for your search, click the Search button. The results will appear as such: | ||
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Revision as of 13:34, 24 September 2012
Overview of AR11
The A/R Inquiry screen allows you to search for invoices using a number of different parameters.
- From the DDI Connect main menu, double-click Accounts Receivable
- Double-click A/R Inquiry. You will see this screen:
The following fields are available on this screen:
Field | Description |
---|---|
Customer ID | To search by customer ID, enter the ID here or click the list icon to select from a list of customers in the system |
Invoice date/thru | To search by invoice date, enter the beginning and/or ending date(s) you wish to search by. Type the dates in mm/dd/yyyy format or click the calendar icons to select the dates |
Memo | To search by memo, enter all or part of the memo to search. For example, typing the word "fee" will result in all memos with the word fee |
Line item text | To search by line item text, enter all or part of the verbiage to search. For example, typing the word "fee" will result in all line items with the word fee |
When you have entered the parameters that you wish to use for your search, click the Search button. The results will appear as such: