Using the A/P Posted Transactions Detail Form

Transaction details are not available for adjustment transactions. In the grid on the left side of the form, transactions are sorted by vendor, and then by voucher number in descending order.

If the vendor is on payment hold, a problem indicator is displayed. Otherwise, a check mark is displayed to indicate that the vendor is not on hold.

If transactions for this vendor appear in multiple sites, the globe icon displays. Replication is set up between the sites.

To view the summary information about the transaction on the A/P Posted Transactions Summary form, click Summary.

Note: This button is only available on the A/P Posted Transactions Detail classic form.

The Notes toolbar button is disabled for records not from the local site.

The Actions menu includes these options:

  • Voucher Listing: Select this option to open a form where you can view the detail of the currently displayed voucher.
  • A/P Aging Buckets: Select this option to open a form where you can view the aging bucket amounts of the current vendor.
Note: On the classic form, these menu options are referred to as List Vouchers and List Aging Buckets respectively.
The Actions menu also includes these filter options:
  • Show only transactions where the due date is 7, 14, or 30 days in the future.
  • Show only transactions where the due date is any number of days past due.