Creditor Accounts List Screen

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You will be using this option whenever you wish to create a new creditor (supplier) account, change the name, contact details addresses, messages, accounting information and terms of an existing account, or to delete an existing account.

To Access the Creditor List Screen:

1.Click on the Creditor button on the Sidebar (Quick menu), or click on the Edit  →  Creditor menu.

F4

The Creditor Accounts screen is displayed:

2.Sidebar  The following buttons (quick links) are available:

a)Purchases  Quick link to the Input  →  Documents  →  Purchases menu.

b)Orders  Quick link to the Input  →  Documents  →  Orders menu.

c)Supplier Returns  Quick link to the Input  →  Documents  →  Supplier Returns menu.

3.Buttons 

a)New  Create a new creditor / supplier account.

b)Delete  Delete remove a selected creditor / supplier account.

c)Edit  Add or change the details of a selected creditor / supplier account.

You may also double click on a selected creditor / supplier account.

d)Save  Save any changes to a selected creditor / supplier account.

e)Cancel  Cancel will revert to the previous values. Any changes will not be saved.

4.Line Count  This will display the number of records (creditor / supplier accounts) that is available on the list. This will display the number of records (rows / creditor / supplier accounts) that matches your filter / search criteria.

5.Search Filter

a)Filter Column -  None is the default. You may select any of the twenty-seven (27) columns (i.e. Creditor Code, Name, Contact Person, Creditor Group 1, Creditor Group 2, Address 1, Address 2, Address 3, Postal Code, Telephone 1, Telephone 2, Fax, E-mail, Bank Account Type, Bank Account No., Last Invoice, Reference, Due Days, Creditor Group 1 Sort, Creditor Group 2 Sort, Delivery Address, Delivery Address2, Delivery Address 3, Delivery Address Postal Code, Delivery Address Country,  X.

b)Like  Default operator. Others that may be selected is <, >, <=, >=, <>.

c)Value  Enter the text e.g. city, telephone numbers, postal code etc.

d)Search button  Click to filter / search for your criteria.  

e)Search button  Click to clear / reset the filter / search for your criteria.

6.Context menu  The following options are available:

a)Reports  Print the postal or delivery address labels of selected creditor (supplier) account(s).

b)Creditor group 1 / 2 - Change the creditor group (if set on the Setup → System parameters → Groups menu).

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