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	NEW EZINESAMPLES

	Report Payment Applications

	FRX Debugging

	Modules

	Advanced Selection for AP checks

	ADVANCED SELECTION FOR AP CHECKS

Using Advanced Selection for AP Checks

Some users are not aware that there is a powerful new tool for selecting AP vouchers for payment besides the standards: document due date, vendor, and reference number. This feature is called advanced select. Using this feature should be quite easy for many users, because it is built on the same concept as our select tabs for running crystal reports.

Where I find this advanced feature really exciting is that you can write a select statement which based on various select criteria. To use this feature which can greatly speed up your check selection process, go into the AP check selection screen (03.500.00)

Set the payment selection screen to reference number, as shown. Next click on the button at the bottom called: advanced select. This will take you to this screen:

Next you need to craft a select statement for one or more line. Examples might be you want to select batch = xxxxxx or batch = xxxxxxx or Project Id = xxxx. Here is our company we often select several batches, and if we have “over selected” some documents we “unselect” unwanted documents as a separate step. So build your select criteria in the three columns: Select field, operator, and value. Click ok when done. We find this process can be significantly faster and more efficient in the selection process than the traditional enter the reference number for selected voucher and adjustment documents.

The Ok button takes you back to the main select process screen, where you next have to click on the begin processing button. As a quick test that something was selected you will see the button view selected change to black or activated only when one or more documents were selected.

Next I typically review a pre check report run (03.610). If selected voucher corrections are required (i.e. deletion of selected vouchers, partial payments of amounts for selected vouchers, and / or new vouchers which need to be manually added into this check batch) then this is done via screen: 03.050. I typically repeat this precheck report, perform corrections, until there are no errors, then I print the checks. Always wait until the checks are through printing before you “Keep All” of this batch. The main error I want to suggest that you check for is matching on the printed check number to the check no shown on the Micra tab at the bottom of your checks. Once you are satisfied that your checks printed fine, then complete this process by selecting the Keep ALL option and click beginning processing.