Selections

Creditor

Select from the Lookup. Show All (Ctrl+A) shows all selected documents for all creditors.

Period

Select a period to view for:

• Period - Select a single period in the From selection.
• Year - Displays documents for the current year.
• All Periods - All document are displayed.
• Range of Periods - Select the From and To periods to display a range.

Default is Range of Periods with From Period set to First Available period for AP or period of first Current Document whichever is earlier, and To Period set to Last Available period for AP.

Document

Select the type of documents to display from:

• Shipment
• Invoice Only
• Receipt Only

Current / History

Select to show documents that are:

• Current
• History
• Both Current and History

Display Deleted

Selected, deleted documents are shown in History.

Clear, (default) deleted documents are not shown.

Store Person

You can filter the list by selecting a Store Person.

Auto Select

Selected, selections, filters and sorts will be immediately applied to the list.

Clear, click Select Shipments to apply selections, filters and sorts to the list.

The default value is set in AP Settings Misc tab.

Select Shipments (F9)

Apply selections, filters and sorts to the list.

Default ordering for selected records is Period ID, Document ID.

Grid Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert a new Shipment. If you have selected Shipment, Invoice Only or Receipt Only - one of the documents is inserted. If you have a selection of History or All Documents, you must select a document type from the drop-down menu.

Delete (F3)

Delete the selected Shipment. If you are unsure, open and check the Shipment before deleting. Only saved shipments can be deleted, that is shipments where the Post Invoice and Post Receipts buttons are still available. Deleting marks unposted parts as deleted and transfers them to history.

Open Details (F12)

Open document to view and edit details.

Print (Ctrl+P)

Print the list, save it to an Excel worksheet or PDF file.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Note: To see whether Documents in the list are Allocated, select the Customise button and select the Fully Allocated, UnallocatedAmount or UnallocatedAmountBs fields.

Refresh (F5)

Reloads the list with changes other Users may have made.

Calculate Totals / Clear Totals
(Alt+=)

Toggle on/off total calculation for the list fields where Total is selected in grid customisation.

Create List View (Alt+L)

Save the current list state as a List View.

Find (Ctrl+F)

Find a document using the Document ID.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Footer

Record Count

The total number of records shown in the list. Click to refresh the total number.