Payment Applications Document Search

 

To search for Payment Application documents, change Document Type to APP and then move the cursor to another field.

 

Payment Applications Document Lookup screen field definitions

Title

Description

Billing Chart Code

To search for payment applications based on the billing organization associated with them, use this field and the Billing Organization Code field. Select the appropriate chart code from the list or use the lookup to find it.

Billing Organization Code

To search for payment applications based on the billing organization associated with them, use this field and the Billing Chart Code field. Enter the appropriate organization code or use the lookup to find it.

Invoice Applied Customer Name

To search for payment applications based on a particular customer to whom funds have already been applied, enter the customer name in this field or enter the customer number in the Invoice Applied Customer Number field.

Invoice Applied Customer Number

To search for payment applications based on a particular customer to whom funds have already been applied, enter the appropriate customer ID or use the lookup to find it. Alternatively, you may specify the customer name in the Invoice Applied Customer Name field.

Invoice Reference Number

To search for payment applications based on an associated invoice reference number, enter the appropriate number.

Processing Chart Code

To search for payment applications based on the processing organization associated with them, use this field and the Processing Organization Code field. Select the appropriate chart code from the list or use the lookup to find it.

Processing Organization Code

To search for payment applications based on the processing organization associated with them, use this field and the Processing Chart Code field. Enter the appropriate organization code or use the lookup to find it.

Unapplied Customer Name

To search for payments that had unapplied funds for a particular customer, enter the customer name in this field or enter the customer number in the Unapplied Customer Number field

Unapplied Customer Number

To search for payments that had unapplied funds for a particular customer, enter the customer ID or use the lookup to find it. Alternatively, you may specify the customer name in the Unapplied Customer Name field

 

go-arrow-red.gif      In many fields you may use special characters to search on a partial entry. For information about using special characters to search, see Data Entry Tips  .

go-arrow-red.gif      For information about using features and options that are common to all types of custom document searches and working with the search results, see Using Document Search to Find a Document and Performing Custom Document Searches.

go-arrow-red.gif      For information about the fields on a payment application, see Document Layout .

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Accounts Receivable Reports