CCM Analysis Stock Order History Stock Order History Search Creditors> Analysis> Stock Order History Search   View Print Grid Stock Order No. Item From Item To Purchase Order No. Supplier Status Filter By Date From Date To Creditors Analysis Menu Creditors Analysis Creditors >Analysis > Creditors Analysis   This form shows a financial record of a selected creditor. One can search by selecting from the following Standard Top Tab Creditor’s Name to search by selecting the creditor Outstanding Balance creditor’s outstanding balance and comes up automatically as soon as the creditor is selected Date From allows a user to back date in order to find creditor financial records Date To to limit creditor’s analysis search run Order By to search by selecting order by from the drop down arrow Currency currency used by the creditor Notes Tab allows a user to search the notes made against the debtor Contact search by selecting from the contact from the drop down arrow Show Complete search completed notes by selecting from the drop down arrow Sort By search customer’s notes by selecting sort by from the drop down arrow Notes Tab Search from selecting the Contact from the drop down arrow Insert button to insert a note Amend button allows changes to be made on the notes Delete button to delete the note View button to view the notes Email Reminder button to email the reminder Below Tabs will show the list of selected creditor’s record according to the date selected Transaction Tab shows a list of creditor’s entries according to the date Purchase Order Tab shows creditor’s purchase orders records Del Note Tab shows a list of delivery notes transactions Goods Received Note Tab shows a list of GRV transactions Stock Return Tab shows a list of stock returns transactions Debit Allocation Tab shows a list of debit allocation transactions and allows a user to search by selecting the Status from the drop down arrow Credit Allocation Tab shows a list of credit allocations transactions Cashbook shows a list of cashbooks Journals Tab shows a list of journals transactions Standard Bottom Tabs Export Exports the selected creditors Analysis into an excel spread sheet. Print Prints the selected creditor’s analysis View allows the user to view selected creditors analysis items or edit the information. Related Transactions Shows the related transactions for the selected creditors analysis Print Statements to print selected creditor’s statement Print Allocation Report to print selected creditor’s allocations report Print Decimals to print selected creditors decimal reports Document History Menu Creditors Document History Creditors >Analysis > Document History   I t’s a record list of creditors completed/processed documents Advance Search Tab Supplier search by selecting the supplier by hitting enter or long search by clicking from the three dots Date From enter the date from which the history will run from Document No to search by entering the document Division to search by selecting the division from the drop down arrow Document Type allows a user to search by selecting the document from the drop down arrow Date To to limit the document search by entering the date to Project to search by selecting the project Region to search by selecting the region from the drop down arrow Custom Search Tab   Doc Type to select the document type from the drop down arrow and search Categories to select the category from the drop down arrow Print Tab Print button to print the selected document View button to view the selected document Related button shows accounts involved in a transaction Print Grid to print creditor’s document search Print Del Note button to print delivery note Manage Detail button shows job document details Grid Tab Print Grid button to print debtor’s document search Export button to export documents to excel spread sheet Clone Tab Clone Invoice to make a copy of a completed document Creditors Transaction History Menu Creditors Transaction History Creditors >Analysis > Transaction History   Creditors Cashbook History Menu Creditors Cashbook History Creditors >Analysis > Creditors Cashbook History Search   This is a journal in which all cash receipts and payments including bank deposits and withdrawals were recorded first, in chronological order, for posting to general ledger Basic Search Tab Cashbook Number search by entering the cashbook number Date From search by entering the date from which the cashbook history will run from Order By search by selecting the order from the drop down arrow Date To enter the date to, in order to limit cashbook history run Advanced Search Tab Cashbook Name search by entering the cashbook name Date search by entering the date Order By search by selecting the order from the drop down arrow Bank Account search by selecting bank account from the drop down arrow Custom Search Tab Search by selecting the category from the drop down arrow Standard Tab View Cashbook button to view the cashbook details Print button to print the cashbook Related Transactions button to view accounts of selected transaction Purchase Order History Menu Purchase Order History Creditors >Analysis > Purchase Order History   Search Button This allows you to search for all created purchase orders. View  Button View the document. Edit Button Allows you to amend your Purchase Order. Reminder Button When you want to create against your supplier use the reminder button. And add the relevant details. Print /Export Clicking on the print button it will open up your connected printers Export button When you click on Print there’s a copy to Clipboard option which will then be used to export data to an excel spreadsheet. Basic Search Tab This allows you to search specifically as per menu items below the search tab. Expand /Contract Tab Shows more search filter criteria that you can use to allocate a purchase order or show less. Custom Search Custom search searches according to the category selection on the drop down arrow and the system will bring back all that is selected on the category.