Supplier Invoices Analysis

Explanation

This activity is used to obtain information on supplier invoices, both unpaid and paid and to study/modify the proposed payment plan for the invoice. It is also possible to modify payment term information for a selected invoice or invoices (for AP queries).

Prerequisites

This activity requires that supplier invoices have been entered and saved.

System Effects

There are no system effects as a result of this activity.

Window

Supplier Invoices Analysis

Related Window Descriptions

Supplier Invoices Analysis
Supplier Installment Plan and Discounts

Procedure

To query supplier invoices:

  1. Select the Supplier Invoices Analysis window.
  2. Query or populate to find the relevant supplier invoices.

To review/modify the proposed payment plan for the invoice:

  1. Open Supplier Invoices Analysis window.
  2. Select a record, right click and select Supplier Installment Plan operation.
  3. View/modify the information in the Supplier Installment Plan and Discounts window.

To modify payment term information for invoices (Menu Path: Accounts Payable\Supplier Invoices Analysis):

  1. Open the Supplier Invoices Analysis from Accounts Payable/Supplier Invoices Analysis.
  2. Query for the invoices, select the invoices you want to modify and right click and select the Modify Payment Term Information option. This option will be available for all invoices not in the state Authorized, Paid or Cancelled.
  3. Select the payment term from the List of Values. This will replace the payment terms of the selected invoice or invoices.
  4. Enter the payment term base date in the Pay Term Base Date field. This will replace the payment terms of the selected invoice or invoices.
  5. Select the Run in Background check box. This is optional.
  6. Click Ok.