Online analysis
Accounts Payable includes several online analysis forms that you can use to view real-time information. Use the online analysis forms to view information about invoices, payments, vendor activity, balances, and distributions. These analysis forms are available:
| To | Use |
|---|---|
| Display invoice information for a vendor | Invoice Search by Vendor-Invoice (AP90.1) |
| Display invoice information for a vendor in date order | Invoice Search by Invoice Date (AP90.2) |
| Display invoice information for a voucher number | Invoice Search by Voucher (AP90.3) |
| Display invoice information for a purchase order number | Invoice Search by Purchase Order (AP90.4) |
| Display vendor balance information by company | Company Vendor Balances (AP90.6) |
| Display vendor balance information by vendor group | Vendor Group Vendor Balances (AP90.7) |
| Display transaction information for a vendor | Vendor Activity (AP91.1) |
| Display bills of exchange for a pay group | Bill of Exchange Inquiry (AP91.2) |
| Display invoices for a vendor within a vendor group | Vendor Invoices (AP92.1) |
| Display invoices for a vendor within a pay group | Pay Group Invoices (AP92.2) |
| Display archived invoices for a vendor by vendor invoice. | Archived Vendor Invoices (AP93.1) |
| Display archived invoices for a vendor by pay group invoice | Archived Pay Group Invoices (AP93.2) |
| Display expense and tax distributions for an invoice | Invoice Distributions (AP95.1) |
| Display invoice distribution information for a general ledger account | GL Account Distributions (AP95.2) |
| Display detailed expense distributions for an activity | Activity Distributions (AP95.3) |
| Display archived invoice information by vendor invoice | Archived Invoice Search by Vendor Invoices (AP96.1) |
| Display archived invoice information by voucher | Archived Invoice Search by Voucher (AP96.2) |
| Display archived invoice information by purchase order | Archived Invoice Search by Purchase Order (AP96.3) |
| Display retainage status of the vendor agreement or purchase order | Retainage Invoice Inquiry by Vendor Agreement (AP97.1) |
Example 1: Using invoice search by vendor-invoice
You received a letter from your office supply vendor with a complaint that they never received a payment for an invoice numbered 550. You can use Invoice Search by Vendor Invoice (AP90.1) to inquire on invoices for that vendor.
Example 2: Using vendor activity
An employee, Elizabeth Eaton, called because she took a business trip in December, but couldn't recall if she had submitted an expense report and been reimbursed for her trip expenses. You can use Vendor Activity (AP91.1) to view all activity for her.
Example 3: Using invoice distributions
You came across a note on your desk reminding you to that there has been a change in the distribution accounts you should use for new building construction invoices. You can use Invoice Distributions (AP95.1) to inquire on invoice distributions for your construction vendor to ensure the correct accounts were used.