Applying transaction range selection

Use this action to apply the payment to range of transactions based on criteria you define. The Transaction Range Selection creates Select Records that requires to be processed by the Process Selections button.
  1. Select Cash Application > Select Invoices And Apply Cash.
  2. Open a payment record.
  3. Select Actions > Transaction Range Selection.
    You can also right-click a payment record and select Transaction Range Selection.
  4. Specify this information:
    Global Ledger Date
    Select a Global Ledger date.
    Operator
    Select the name of the operator.
    Invoice
    Specify the invoice number and type range.
    Company/Customer
    Specify a company number and select a customer range.
    Purchase Order Number
    Specify a purchase order range.
    Transaction User Field 1
    Specify a transaction user field range.
    Process Level
    Select a process level range.
    Transaction Amount
    Specify a transaction amount range.
    Transaction Date
    Select a transaction date range.
    Posting Date
    Select a posting date range.
    Discount Date
    Select a discount date range.
    Due Date
    Select a due date range.
    Cross Reference
    Specify a reference number and type range.
    Currency
    Select a currency range.
  5. Click OK.