Searching for creditors

Use the Set Creditor Search Criteria window to search for creditors. Enter the information that you have about the creditor in the appropriate field, then click to search.

See Searching for details on how to use the search tools.

Note: If the creditor is not found, click to add a new creditor from this window. See Creating new creditors.

Opening Set Creditor Search Criteria

Set Creditor Search Criteria window key fields and buttons

Field	Description
ID	Search for a creditor ID number.
Tagged IDs	Select creditors that you have previously tagged.
Payee Name	Search for an individual creditor's first name.
Company	Search for a company creditor's name.
Surname	Search for an individual creditor's surname.
Attention	Search for an individual that invoices are addressed to.
Phone	Search for a creditor's contact telephone number.
A.B.N.	Search for a creditor's Australian Business Number.
Suburb	Search for a creditor's suburb.
Category	Search for a creditor's category, if applicable.
Invoice No.	Search for an invoice number.
Cheque No. Cheque Date	Search for a cheque number and date, if payment made by cheque.
Active Creditors	Whether or not the creditor is an active creditor.
Are Approved Suppliers	Search for creditors who are approved by your organisation. See Creditor Maintenance - Account tab.
Are GST Registered	Search for creditors who are GST (Goods and Services Tax) registered.
Have Payments Held	Search for creditors who have had a payment held by your organisation. See Creditor Maintenance - Account tab.
Have Disputed Invoices	Search for creditors who have disputed invoices.
Have an Alert Message When Entering Invoices	Search for creditors who have been flagged with an alert message. For example, you might want to flag a creditor who provides a discount for prompt payment. See Creditor Maintenance - Alert tab.
Have a Debit Balance Have a Credit Balance	Search for creditors who have a debit or credit balance with your organisation.
Are Consignment Creditors Are Not Consignment Creditors	Search for consignment creditors. Consignment creditors are creditors who have stock with your organisation for sale on consignment, for example, second-hand uniforms.

Buttons

Button	Description
	Add a new creditor to the community database. See Creating new creditors.
	Clear the current search selections.

Last modified: 7/03/2013 2:37:29 PM