Payment Overview
In the Payment Overview window, you can query a payment and review its status and its related high-level information. This window is particularly helpful for reviewing information quickly when a supplier calls you to inquire about the status of a payment. This window also serves as a bridge between the Payment and Invoice Workbenches.
This window displays summary information for the payment:
This is a display-only window. To update a payment, choose the Payments button to navigate to the Payments window.
If your query retrieves more than one payment, Payables orders and displays queried payments in numerical order based on the payment number. To see the next queried payment, choose [Next Screen].
You can also use the Find Payments window to query payments in based on ranges of payment numbers, payment dates, and voucher numbers. When you choose Payment Overview from the Navigator, Payables navigates to the Find Payments window. You can also open the Find Payments window from the Payment Overview window either by choosing the Find icon from the Toolbar or by selecting Find from the Query menu.
To find a payment using the Find Payments window:
1. Enter criteria directly into the fields of the Find Payments window. You can enter complex criteria by entering information in several fields.
2. Choose Find to navigate to the Payment Overview window where Payables displays all payments that match your criteria. If your query retrieves more than one payment, Payables orders and displays queried payments in numerical order based on the payment number. To see the next queried payment, choose [Next Screen].
For more detailed information regarding the payment or related attributes, choose Payments, Supplier, Bank, or Invoice Overview.
