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CounterPoint SQL V8.3.5 Release Notes

67

The Account Management window also includes the A/R Documents tab, which allows you to review posted adjustments, cash receipts, and other transactions for A/R customers. Select the Group by document option to display each of a customer’s A/R documents as an individual entry on the A/R Documents tab, and then select an Order by option to sort the displayed documents by Document date, Doc #, Amount, or Document type/Doc #.

Specify a date range using the From and To fields to display only documents whose Document date falls within that range.

Click the

icon in the

Doc # column to view application detail for the corresponding document.

Click the

icon to

collapse application

detail for a document.

Select the Group by apply-to option to group posted A/R documents by the original documents to which they are applied, and then select an Order by option to sort the displayed documents. With this Group by option, OPEN (i.e., unapplied) documents always appear first in the document list.

Select the Include zero balance documents check box to include documents with a zero balance in the document list.

Click the

icon in the

Doc # column to view all documents that were applied to the corresponding document.

Click the

icon to

collapse application

detail for a document.

Click the Expand all button to view application detail for all documents or the Collapse all button to collapse application detail for all documents.

Select a document, and then click the View A/R document button to display the document in the View A/R Documents window. For tickets, you can click the View ticket history button to display the ticket in the View Ticket History window.

If you want to reapply a document that is not self-applied, select the document, and then click the Reapply A/R document button to display the A/R Reapply Documents window.

NOTE:

The Reapply A/R document button is available only when the Order by document option is selected.

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