Limiting A/P Transaction Displays

Use the A/P Ledger Selection Input window to limit the transactions displayed on the A/P Ledger window. You can define parameters so that only certain transaction types display. For example, you can limit the displayed transactions to those occurring before or after a specific date, or those below a certain amount.

To limit transaction displays in accounts payable:

From the A/P menu, select A/P Ledger to display the A/P Ledger window and enter the vendor for which you want to view ledger information in the Vendor field.
From the Selection menu, select Select Criteria to display the A/P Ledger Selection Input window.

Enter selection criteria in any of the following fields. If you leave a field blank on the A/P Ledger Selection Input window, the transactions displayed in the A/P Ledger window reflect all for that category.

Selection Criteria	Description
Order ID	Enter one of the following: 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.
Check #	Enter a check number to select transactions associated with that particular check number.
Start Date	Enter a date to view only those transactions with a posting date on or after that date.
End Date	Enter a date to select only those transactions with a posting date on or before that date.
Minimum Amount	Enter an amount to select only those transactions greater than that amount.
Maximum Amount	Enter an amount to select only those transactions less than that amount.
G/L Account	Enter an account name to select only those transactions associated with that G/L account.
Branch/Territory	Enter a branch, territory, or All to select only those transactions associated with a specific branch or territory.

Click OK to populate the A/P Ledger window with the transactions that match your search criteria.