A/P Document Information Screen

  1. Open Accounts Payable > A/P Vendors >  Vendor Activity.
  2. Select a vendor in the Vendor No. field, and then press Tab.

  3. On the Transactions tab, do one of the following:

    • Double-click a transaction or a payment in the table.
    • Highlight a transaction or a payment in the table, and then click Open.

Overview

Use the Document Information screen to review the history of a selected transaction. The information displayed on this screen includes:

  • Summary information about the transaction (document number, type, description, date, payment number, original amount, discount amount, applied amount, and current balance).
  • A list of the documents that were applied to the selected transaction, including information such as the document type, check or reference number, date, applied amount, and description.
  • To scroll through the columns, click an arrow at one of the lower corners of the screen or press the Tab key to move from column to column.
  • As with most Accounts Payable lists, you can change the order of columns by dragging the column title to the right or left in the line.
  • To return to the Vendor Activity screen, click Close.