Creditor Maintenance - Summary tab

Owned by Former user (Deleted)
Last updated: Feb 25, 2017 by Former user (Deleted)
1 min read

Use the Summary tab to view the:

  • amount that you owe the creditor at present
  • details of the last payment made
  • total dollar amount of purchases made so far this year and last year's total.

 

 Opening the Summary tab

To open the Summary tab:

  1. Select Module > Creditors > Creditor Maintenance.
    The Set Creditor Search Criteria window is displayed.
    Tip: You can also access the Set Creditor Search Criteria window by clicking .
  2. Search for the creditor. See Searching for creditors.
    The General tab of the Creditor Maintenance window is displayed.
  3. Click the Summary tab.
    The Summary tab of the Creditor Maintenance window is displayed.


Creditor Maintenance - Summary tab key fields
Owing area fields

Field

Description

Current Owing

Dollar amount that you owe the creditor at today's date.

Last Payment Details area fields

Field

Description

Date

Date that the last payment was made.

Amount

Dollar amount of the last payment made.

Cheque Number

Number of the cheque, if payment made by cheque.

Purchases area fields

Field

Description

Last Year

Total dollar amount of purchases from this supplier last year.

Current Y.T.D.

Total dollar amount of purchases made so far this year.