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 in the Introduction manual 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.

To open the Set Creditor Search Criteria window:

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 .

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. See luCreditorSupplierCategory lookup table in the Finance manual.
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. Note: You can clear the Select permission of the CRD\|AllCreditors security resource to only show approved suppliers in Creditor Maintenance. See Group/User Security Maintenance - Groups View in the System maintenance manual.
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.

Field

Description

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. See luCreditorSupplierCategory lookup table in the Finance manual.

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.

Note: You can clear the Select permission of the CRD|AllCreditors security resource to only show approved suppliers in Creditor Maintenance. See Group/User Security Maintenance - Groups View in the System maintenance manual.

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.

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

Button

Description

Add a new creditor to the community database. See Creating new creditors.

Clear the current search selections.