Creditor Inquiry is an accounting inquiry screen. It shows details of amounts,
invoices, payments, credits, etc., on transactions and summaries of open balances
by accounting periods (ie. 30 days, 60 days, etc). There is also a separate
view and search facility for Payments; and invoices currently in the process
of Invoice Approval.
Creditor Inquiry provides additional convenient methods for updating Creditors
details such as addresses, phones,
contacts, and even
notes. These can be added to the Creditor Inquiry Book providing
a detailed history of events or communications with the Creditor. This is a
great way to manage the entire Creditor record from the one location.
These details can also be updated and maintained in the Creditor
Book.
Sample Creditor Inquiry Form
Entry Instructions Creditor Inquiry Form
- Option to change the Ageing
Date for the inquiry only <tab>.
The Ageing Date can be set permanently in Control Information form
.
- Select the AgeBy
flag <tab>.
Setting the AgeBy flag also changes the AgeBy flag in Control Information
form
which effects the data that is collated for the printing of statements and
collation of data for Debtor Reports.
- Option to select
Show Nil Balance <tab> (use spacebar or left mouse click to select/deselect
the flag).
- The Stop Credit flag is highlighted if the Debtor is placed on Stop
Credit in the Debtor file or Debtor on Stop Credit file.
- Key in or select the Creditor Code <tab> (right mouse click
to Find and Maintain a record).
The Creditor payment Terms
automatically default from the Creditor file.
- Outstanding balances are shown for each Aging Period and the combined total
of these are shown in the Balance field.
- Highlight a record and right mouse click Line Details to retrieve
additional information such as the account code allocated to the record, tax
amounts etc.
Note:- There is an additional filter feature that changes the sort
order of the Creditor records. Click on the View text located above the
Aging Date (top left) to change the view in which the records are sorted.
Completion Instructions Creditor Inquiry Form
- Select OK or <Enter> to save changes to the Creditor Inquiry
form.
- Select Cancel to reset the Creditor Inquiry form to original settings.
- Select Line Details to retrieve additional information for the current
Creditor Inquiry record ie. such as account code allocated to the record,
tax amounts, etc.
