To limit an A/R transaction display:Use the A/R Ledger Selection Input screen to limit the transactions displayed on the A/R Ledger screen.
To limit an A/R transaction display:
From the A/R menu, select A/R Ledger to display the A/R Ledger screen.
Use the Slct hot key to display the A/R or A/P Ledger Selection Input screen.
In the Order ID field, do one of the following to select a transaction:
Enter a reference number to select a particular transaction:
Enter a partial reference number and select from the displayed selection list of reference numbers that match the criteria you entered.
Enter a pound sign (#) followed by a invoice number to select only those transactions with a particular customer invoice number.
The system matches this number against the purchase order numbers listed in the Desc column on the A/R Ledger screen.
In the Customer P/O# field, do one of the following:
Enter a purchase order number to select a particular transaction.
Enter a partial P/O number and select from the displayed selection list of P/O numbers that match the criteria you entered. The system matches this number against the sales order numbers listed in the Reference column on the A/R Ledger screen.
In the Check# field, enter a check number.
In the Start Date field, enter a date to view only those transactions on or after that date.
In the End Date field, enter a date to view only those transactions before that date.
In the From $ field, enter an amount to view only those transactions greater than that amount.
In the To $ field, enter an amount to view only those transactions less than that amount.
In the G/L Acct field, enter an account name to view only those transactions associated with that G/L account.
In the Br/Tr/All field, enter a branch, territory, or all to select only those transactions associated with a specific branch or territory.
When you are finished defining your limiting criteria, press Esc to save the information and exit the screen.
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