Limiting Transaction Displays in A/R

Use the A/R Ledger Selection Input window to limit the transactions displayed on the A/R Ledger window.

Note: If you select a customer that is a parent customer, or has dependent customers, the system displays information for the parent customer and all its dependents.

To limit transaction displays in accounts receivable:

From the A/R menu, select A/R Ledger to display the A/R Ledger window.
Display transactions for a customer.
From the Selection menu, select Select Criteria to display the A/R Ledger Selection Criteria window.
Complete any of the following fields, as needed:

To...	Do this...
display transactions for a specific order	In the Order ID field, enter a reference number. Do not include extensions.
to select a particular purchase order	Do one of the following: Enter an purchase order number to select a particular purchase order. Enter a partial purchase order number and select from the displayed selection list of purchase order numbers that match the criteria you entered.
display transactions for a specific check number	in the Check # field, enter the number that identifies the check.
display transactions within a specific date range	In the Start Date field, enter the first date in a range of transaction dates. If you do not enter an end date, the system displays all transactions from the start date through today's date. In the End Date field, enter the last date in the range of transaction dates. If you do not enter a start date, the system displays all transactions from the date the account started through the specified end date.
display transactions greater than or equal to a specific amount	In the Minimum Amount field, enter a starting amount.
display transactions less than or equal to a specific amount	In the Maximum Amount field, enter an ending amount.
display transactions for a specific general ledger account	In the G/L Account field, enter part of the account description to display a list of matching accounts. Select an account to return it to the field.
to select only those transactions associated with a specific branch or territory	In the Branch/Territory field, enter a branch, territory, or all.

Click OK to view transactions matching your selection criteria on the A/R Ledger window.
Do either of the following, as needed, to broaden your search:

To delete information from one or more fields, from the Selection menu, select Select Criteria to redisplay the A/R Selection Criteria window. Make the necessary changes and click OK.
To remove all selection criteria, from the Selection menu, select Clear Selection.