Selections

Customer

Select from the Lookup. Click Show All (Ctrl+A) to show all selected documents for all customers.

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.

Period lookup has a year selection. Press Ctrl+Up and Ctrl+Down or Ctrl++ and Ctrl+- (numeric keypad) to move through a year at a time. Press + or - (numeric keypad) to move forward or backward a period.

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

Document

Select the type of documents to display from:

• Invoice
• Credit
• Quote
• Standing Invoice

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.

Sales Area
Sales Person

You can filter the list by selecting a Sales Area or Sales Person.

Category 1 Category 2

You can filter the list by selecting Invoice Categories.

Branch
Department

You can filter the list by selecting a Branch or Department. (Accredo Saturn Only)

Auto Select

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

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

The default value is set in IN Settings Misc tab.

Select Invoices (F9)

Apply selections, filters and sorts to the list.

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

Toolbar

Expand Toolbar (Alt+F9)

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

Insert (F4)

If you selected Invoice or Standing Invoice, the selected document is inserted. If History or All Documents, choose a document type from the drop-down.

Delete (F3)

Delete transfers to history, it is not deleted from the files, if unsure, open it first.

Open Details (F12)

Open document to view and edit details.

Print (Ctrl+P)

Print a report of the list, or save it as a PDF file to send as an email attachment.

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.

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.

Number (Alt+N)

Click to find a document by entering a Document Number or Packing Slip Number.

Order
(Alt+O)

Click to find a document by entering a Customer Code and their Order Number.