Supplier history summary (AP406000)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

Introduction

• You can view current balances or balances by a past period.

The top part

You use these elements to select suppliers that meet particular criteria, such as supplier class or currency of supplier transactions.

Element	Description
Company	The company whose details you want to view. The default is the current company.
Branch	The branch whose details you want to view. By default, it is the current branch.
From period	The first financial period for inquiry.
To period	The last financial period for inquiry.
Include prepayments into YTD balance	When this check box is selected, the balance of prepayments will be included in a supplier’s year-to-date balance.
Show suppliers with no changes	When this check box is selected, supplier accounts with no changes will be included in the balance history for the selected period.
Company beg. balance	The beginning balance of the selected company.
Company purchases total	The purchases total of the selected company.
Company payments total	The payments total of the selected company.
Company adjustments and discounts total	The adjustments and discounts total of the selected company.
Company YTD balance	The year-to-date balance of the selected company.

The table

This table lists all the suppliers whose details match the criteria you have specified in the top part.

Column	Description
Supplier	The ID of the supplier.
Supplier account name	The supplier name as it appears on the documents.
Branch	The branch of the supplier.
Beg. balance	The beginning balance of the supplier.
Purchases	The balance of the supplier’s purchases.
Payments + prepayments	The balance of the supplier’s payments and prepayments.
Adj. and discounts	The balance of the supplier’s adjustments and discounts.
Year to date balance	The year-to-date balance of the supplier.