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

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.

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

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.