You use this program to record on the system any checks written manually to pay off supplier invoices.
You can access this program from the Payment Cycle Maintenance program for 'Manual checks' payment runs in an ‘Open’ or 'New' status by selecting:
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the Release Invoices > Manual Checks option from the Invoices Released for Payment listview or
- the Manual Check Entry function or
- the Manual Check Entry option from the Manual Checks menu.
You will be unable to access the AP Manual Check Payment program if you have been denied access to the bank defined against the payment run (Operator Maintenance - Security tab).
If a General Ledger account used in this program requires General Ledger analysis (General Ledger Codes or GL Structure Definition), then the GL Analysis program is displayed when you post the transaction, enabling you to enter the analysis details or to select to enter them later (see General Ledger Integration). General Ledger analysis entries are always distributed in the local currency, irrespective of the currency in which the original transaction is processed.
- Toolbar and menu
- Payment Details
- Payment Run Information
- Invoices Selected for Payment
- Re-establish Invoice
- Notes and warnings
- Application Help Pane
| Field | Description |
|---|---|
| File | |
| Cancel Manual Check | Select this to remove any entries you made. |
| Save Manual Check | Select this to apply the payment to the selected
invoice(s). If you select this function when the Undistributed amount is not zero (i.e. the check amount is not fully distributed to one or more invoices) the Payment Amount Imbalance screen is displayed - see Payment Amount Imbalance. |
| Exit | Select this to return to the Payment Cycle Maintenance program. Any unsaved entries you made are discarded. |
| Supplier | You use this field to enter the supplier to whom the
manual check was issued. The currency defined against the supplier (Supplier Maintenance - Basic tab) must be the same as the currency of the payment run. |
| Cancel | Select this to ignore any information you entered and to return to the previous screen. |
| Save | Select this to apply the payment to the selected
invoice(s). If you select this function when the undistributed amount is zero (i.e. the check amount is fully distributed to one or more invoices) the Payment Amount Imbalance screen is displayed - see Payment Amount Imbalance. |
This screen is displayed when you select the Save function, and the total of the selected invoices does not equal the payment amount.
| Field | Description |
|---|---|
| Select option | |
| Select more invoices | Select this to enter additional invoice(s) paid by the manual check. |
| Payment amount to equal total | Select this to set the value of the check amount to equal the total amount of the invoices selected. |
| Cancel payment | Select this to cancel the entire manual check payment transaction. You are prompted to confirm that you want to discard the payment details entered for the supplier. |
| OK | Select this to proceed according to the selection you made. |
| Cancel | Select this to return to the previous screen. |
| Field | Description |
|---|---|
| Suppler | This indicates the code of the supplier to whom the manual check was issued. |
| Supplier name | This indicates the name of supplier to whom the manual check was issued. |
| Check details | |
| Check date | You use this field to enter the date of the manual check. This field defaults to the current system date, but can be changed. |
| Check number | You use this field to enter the number of the manual
check number issued. The system checks whether the check number was already used in a payment run. If it has, then a message indicating this is displayed. |
| View checks | Select this to use the Checks for Payment Run program to view checks currently in the Checks Issued file/table. These are checks that were created for payment runs. |
| Check amount | You use this field to enter the value of the manual check paid to the supplier. This amount must be in the currency of the payment run and cannot be zero. |
| Undistributed amount | This indicates the undistributed amount for the check.
This is calculated as the check value less the value of
invoices added to the list of invoices to pay for the
check. If you select this function when this value is not zero, the Payment Amount Imbalance screen is displayed - see Payment Amount Imbalance. |
The following information is included in this pane:
| Column | Description |
|---|---|
| Payment run | This indicates the payment run code for the manual check entry. |
| Currency | This indicates the currency defined for the payment run and therefore for the manual check entry. |
| Bank | This indicates the bank code for the payment run. This is the bank from which the manual check was issued. |
| Bank name | This indicates the name of the bank from which the manual check was issued. |
This editable listview enables you to indicate the invoices paid by the manual check.
![[Note]](images/note.png)
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| Field | Description | ||||
|---|---|---|---|---|---|
| Release Invoice | Specify which invoices were paid by the manual check. | ||||
| Automatic Release | Select invoices for automatic payment according to the invoice date or due date for the selected month (see Automatic Invoice Release). | ||||
| Change | Select this to maintain the Payment information, Tax on settlement discount and Withholding tax information for the currently highlighted invoice. See Change Payment Details. | ||||
| Change Exchange Rate | Select this to maintain the exchange rate applicable to
the invoice. This only applies for a foreign currency payment run (see Change Exchange Rate). |
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| Remove | Select this to remove the highlighted invoice from the list of invoices to pay for the check. | ||||
| Supplier invoice | Enter the invoice(s) paid by the manual check. If the invoice you enter is no longer held on file, you can re-establish the invoice details and then assign the invoice to the list of entries (see Re-establish Invoice). You can select the Browse icon to use the Supplier Invoices program to view the invoices for the selected supplier. |
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| Due date | This indicates the date on which the invoice should be paid. | ||||
| Gross payment | This indicates the total invoice amount, including discount and tax. | ||||
| Discount | This indicates the discount amount that applies to this invoice. | ||||
| Net payment | This is calculated as the Gross payment less Discount. | ||||
| Exchange rate | This indicates the exchange rate for the invoice if the
payment run is for a foreign currency. This can be changed using the Change Exchange Rate function if the rate against the invoice is not set as Fixed. |
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| Original amount | This indicates the original amount at which the invoice was captured. This does not change when you change the invoice amount using the Change function. | ||||
| Invoice balance | This indicates the amount of the invoice which is not yet paid. | ||||
| Invoice date | This indicates the date of the supplier's
invoice. This date is used to determine the tax/QST rate for Settlement discount when the Calculate tax using historical tax rate option is enabled (Accounts Payable Setup). |
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| Discount date |
This indicates the date according to which discount can be taken on the invoice.
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| Reference | This indicates the invoice reference that was captured against the selected invoice. | ||||
| Branch | This indicates the AP branch applicable to the invoice. This is either the branch associated with the supplier (Supplier Maintenance) or the branch entered when capturing the invoice. | ||||
| Second tier tax portion | This indicates the second tier tax portion of the
settlement discount as calculated by the system. You can change this value by selecting the Change function (Change Payment Details). This field only applies if the option: Second tier tax is set to Required and the option: Settlement discount - Request QST amount is selected (Accounts Payable Setup - Tax tab) and the supplier is a local currency supplier. If a Default QST code for settlement discount is defined (Accounts Payable Setup - Tax tab), then the second tier tax portion of the settlement discount is calculated based on the rate defined against that tax code. The rate to use is determined by the Calculate tax using historical rates option. When this option is enabled, the Invoice date is used to ascertain the QST rate at that date. When this option is disabled, the current tax rate against the QST code is used (Tax Codes Setup). The second tier tax portion of the settlement discount is posted to the ledger code defined for Settlement discount (QST) (General Ledger Integration - Payables tab). |
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| Tax code | This indicates the invoice tax code applicable to the invoice (see AP Invoice Posting). | ||||
| Tax portion | This indicates the tax portion of the settlement
discount as calculated by the system. You can change this value by selecting the Change function (Change Payment Details), providing the option: Settlement discount - Request tax amount is selected (Accounts Payable Setup -Tax tab) and the supplier is a local currency supplier. For foreign currency suppliers, the option Allow tax entry for foreign currency suppliers (Accounts Payable Setup -Tax tab) must also be selected. If a Default tax code for settlement discount is defined (Accounts Payable Setup - Tax tab) then the tax portion of the settlement discount is calculated based on the rate defined against that tax code. The rate to use is determined by the Calculate tax using historical rates option. When this option is enabled, the Invoice date is used to ascertain the tax rate at that date. When this option is disabled, the current tax rate against the tax code is used (Tax Codes Setup). The tax portion of the settlement discount is posted to the ledger code defined for Settlement discount (tax) (General Ledger Integration - Payables tab). This option is not available when the Withholding tax system is in use (Tax Options). |
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| Taxable amount | If the option: Automatic calculation of
withholding tax is not selected (Tax Options - Withholding tab), then you need to use
the Change function to enter the amount
of the transaction which is subject to tax. If the option: Automatic calculation of withholding tax is selected (Tax Options - Withholding tab), then the taxable amount is automatically displayed. It is calculated as: (Gross payment - invoice tax amount - discount). The calculated amount can be changed, using the Change function. |
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| Withholding rate | This indicates the withholding tax rate as defined against the withholding tax code (Tax Codes Setup). | ||||
| Withholding tax |
If the option: Automatic calculation of withholding tax is not selected (Tax Options - Withholding tab), then you need to use the Change function to enter the amount of tax you are withholding from the invoice being paid. If the option: Automatic calculation of withholding tax is selected (Tax Options - Withholding tab), then the tax amount is automatically displayed. It is calculated as: ((Taxable amount * withholding tax rate) / 100). The calculated amount can be changed using the Change function (see Change Payment Details). |
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| Withholding tax code | This defaults to the Withholding tax code defined
against the supplier (Supplier Maintenance - Supplier
Details), but can be changed. The Tax code determines the withholding tax rate to use (see Tax Codes Setup). |
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You use the Automatic Invoice Selection function to select invoices for automatic payment according to the invoice date or due date for the selected Month.
Only invoices with an invoice date or due date corresponding to the month specified are selected for payment. The balance of the invoice is used as the payment amount and processing continues until either all invoices have been paid or the undistributed payment amount reaches zero.
If an invoice qualifies for automatic selection and the option: Automatic calculation of withholding tax is selected (Tax Options - Withholding tab), then the Taxable amount and the Tax amount are automatically calculated according to the tax code defined against the supplier. If Automatic calculation of withholding tax is not selected, then the Taxable amount and the Tax amount are not calculated.
| Field | Description |
|---|---|
| Select invoices by | |
| Invoice date | Select this to select invoices by invoice date. |
| Due date | Select this to select invoices by their due date. |
| Month | This indicates the month from within which the
invoice date or due date must be selected. If you selected Invoice date then the invoice date field on the APSINV file (APSINV-IDT) is split into century/month/day components. If the month portion of the invoice date is the same as that entered against the Month field, then the invoice is considered for inclusion. If it is not the same then the invoice is excluded. If you selected Due date, then the due date field on the APSINV file (APSINV-UDT) is split into century/month/day components. If the month portion of the due date is the same as that entered in the Month field, then the invoice is considered for inclusion. If it is not the same then the invoice is excluded. |
| OK |
Select this to accept the selections you made. |
| Cancel | Select this to return to the previous screen. |
This screen is displayed when you select the Change function.
| Field | Description | ||||
|---|---|---|---|---|---|
| Save | Select this to change the invoice according to the information you entered. | ||||
| Cancel and Close | Select this to return to the previous screen without changing the invoice. | ||||
| Invoice information | |||||
| Supplier | This indicates the code of the supplier for whom the invoice is being re-established. | ||||
| Invoice | This indicates the invoice number you are maintaining. This defaults to the invoice number you selected on the previous screen. | ||||
| Reference | This indicates the reference entered for the invoice. | ||||
| Due date | This indicates the due date of the invoice. | ||||
| Payment information | |||||
| Gross payment | This indicates the total invoice amount, including discount and tax. | ||||
| Discount amount | Enter the settlement discount amount for the
invoice. The Tax on settlement discount fields are not enabled when this value is zero. |
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| Tax on settlement discount | This enables you to maintain the tax and/or QST
portion of the settlement discount applicable to the
invoice. This section is only enabled when the Discount amount is not zero. This only applies if the option: Settlement discount - Request tax amount is selected or the option: Settlement discount - Request QST amount is selected (Accounts Payable Setup -Tax tab) and the payment run is for a local currency. For foreign currency suppliers, the option Allow tax entry for foreign currency suppliers (Accounts Payable Setup -Tax tab) must also be selected. |
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| Tax code | This is the tax code to use to calculate the
Tax portion on the settlement
Discount amount. This defaults to the
Default tax code for settlement
discount (Accounts Payable Setup) but can be
changed. This can be a valid tax code or spaces. When the code is spaces, the Tax portion is not included on the Tax Return report.
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| Tax portion |
This indicates the tax amount applicable to the settlement Discount amount. It is automatically calculated by the system based on the Default tax code (Accounts Payable Setup). The rate to use is determined by the Calculate tax using historical rates option. When this option is enabled, the Invoice date is used to ascertain the tax rate at that date. When this option is disabled, the current tax rate against the tax code is used (Tax Codes Setup).
The Tax portion is not automatically calculated when you manually enter a Tax code. You need to use the Calculate function to calculate the appropriate Tax portion. The Tax portion reduces the Discount amount posted to the General Ledger. Example: The supplier takes a 10 pound discount on a payment inclusive of tax. The tax is 10%. The tax portion (0.91) reflects as tax on settlement discount in the ledger. The discount portion is reduced by the tax amount and is therefore calculated as 10 - 0.91 = 9.09 (i.e. Discount amount less Tax portion of settlement discount). This field is only available for a local currency payment run and when the setup option: Settlement discount - Request tax amount is enabled (Accounts Payable Setup - Tax tab). |
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| Calculate | Select this to calculate the appropriate Tax portion and QST portion when you manually enter or change the Tax code or QST code. | ||||
| QST code | This indicates the QST tax code to use to calculate
the QST settlement amount. This defaults to the
Default QST code for settlement
discount (Accounts Payable Setup) but can be
changed. This can be a valid QST code or spaces.
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| QST portion |
This indicates the QST tax amount applicable to the settlement Discount amount. It is automatically calculated by the system based on the Default QST code (Accounts Payable Setup). The rate to use is determined by the Calculate tax using historical rates option. When this option is enabled, the Invoice date is used to ascertain the QST rate at that date. When this option is disabled, the current tax rate against the QST code is used (Tax Codes Setup). The QST portion is not automatically calculated when you manually enter a QST code. You need to use the Calculate function to calculate the appropriate QST portion.
The formulae for this calculation are as follows:
This field is only displayed when all of the following apply:
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| Withholding tax information | These fields are only displayed if you selected the option: Withholding tax required (Tax Options - Withholding tab) and a valid withholding tax code is defined against the supplier (Supplier Maintenance - Supplier Details). | ||||
| Taxable amount | This indicates the amount of the invoice which is subject to tax. When Automatic calculation of withholding tax is selected (Tax Options - Withholding tab), the Taxable amount is calculated automatically as: Gross payment less invoice tax amount less discount.If the option: Automatic calculation of withholding tax is not selected (Tax Options - Withholding tab), then you use this field to enter the taxable amount. Alternatively, you can use the Calculate function to calculate the taxable amount. |
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| Calculate | Select this to automatically calculate the
Taxable amount, based on the current
transaction values and the withholding tax code entered.
If Automatic calculation of withholding tax is not selected (Tax Options - Withholding tab), then the Taxable amount is calculated as: Gross payment less Discount amount. If Automatic calculation of withholding tax is selected, then the Taxable amount is calculated as: Gross payment less invoice tax amount less discount. |
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| Withholding tax code | This defaults to the Withholding tax code defined
against the supplier (Supplier Maintenance - Supplier
Details), but can be changed. The Tax code determines the tax rate to use (see Browse on Tax Codes). |
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| Tax amount |
This indicates the withholding tax amount applicable to the invoice. If Automatic calculation of withholding tax is not selected (Tax Options - Withholding tab), then you use this field to enter the amount of tax you are withholding from the invoice being paid. Alternatively, you can use the Calculate function to calculate the tax amount based on the Withholding tax code entered. If Automatic calculation of withholding tax is selected (Tax Options - Withholding tab), then the Tax amount is automatically displayed. It is calculated as: ((Taxable amount * withholding tax rate) / 100). |
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| Calculate | Select this to calculate the Tax
amount, based on the current transaction values
and the withholding tax code entered. The Tax amount is calculated as: ((Taxable amount * withholding tax rate) / 100). |
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| Invoice tax rate % | This indicates the withholding tax rate used when the invoice was initially captured. This does not apply to re-established invoices. | ||||
| Current tax rate % | This indicates the current tax rate for the Withholding tax code entered (Tax Codes Setup). | ||||
| Use current tax rate % | Select this to use the rate currently defined against the Withholding tax code (Tax Codes Setup) to calculate the withholding tax amount. | ||||
You use the Change Exchange Rate function to maintain the exchange rate applicable to the invoice.
| Field | Description | ||||
|---|---|---|---|---|---|
| Save | Select this to apply the new exchange rate according
to your selections. A warning message is displayed if you select to change the exchange rate against an invoice processed with a fixed exchange rate. |
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| Change Period | Select this to use the Change Posting Period
program to change the period to which you want to post the
exchange rate variance transaction.
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| Cancel and Close | Select this ignore any changes you made and to return to the previous screen. | ||||
| Variance posting period | |||||
| Posting month | This indicates the period into which the exchange
rate variance transaction must be posted. This only applies if you selected the option: Apply rate to outstanding invoice balance. |
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| Posting year | This indicates the year into which the exchange rate
variance transaction must be posted. This only applies if you selected the option: Apply rate to outstanding invoice balance. |
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| Exchange rate information | |||||
| Exchange rate | Enter the exchange rate to apply to the
invoice. This defaults to the invoice rate or the current exchange rate on the Currency table, depending on your selection at the Payment release and voiding options (Accounts Payable Setup - General tab). This only applies for a foreign currency payment run and when the exchange rate against the currency is not set to Fixed (Currencies). |
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| Apply rate to outstanding invoice balance | Select this to apply the Exchange
rate in the previous field to the entire
outstanding invoice balance. This defaults to your selection at the Payment release and voiding options (Accounts Payable Setup - General tab). If you select this option, then:
If you do not select this option, then the new exchange rate is applied only to the current invoice. The exchange variance is posted to the Currency Variance account defined in the AP Currency Variance GL Interface program (General Ledger Integration - Payables - Maintain Variance Interfaces). If this is not defined, then the exchange rate variance is posted to the Exchange variance account defined against the bank (Banks). Any variances that arise are assigned to the current Accounts Payable period. If the Post GL journal option is not selected for Accounts Payable (General Ledger Integration), then you need to run the AP Invoice GL Integration program to post this adjustment into the General Ledger. The exchange variance is posted to the ledger account defined against the Exchange Variance field for the bank (Browse on Banks). |
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If the invoice you want to allocate to the check is no longer held on file, you can re-establish the invoice details and then assign the invoice to the list of entries.
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When you re-establish an invoice, the posting period for the re-established invoice defaults to the current A/P period and cannot be changed. |
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| Field | Description | ||||
|---|---|---|---|---|---|
| Save | Select this to re-establish the invoice according to the information you entered. | ||||
| Cancel and Close | Select this to return to the previous screen without re-establishing the invoice. | ||||
| Invoice information | |||||
| Supplier | This indicates the code of the supplier for whom the invoice is being re-established. | ||||
| Invoice | This indicates the invoice number to re-establish. This defaults to the invoice number you entered on the previous screen. | ||||
| Supplier branch | Enter the AP branch applicable to the invoice. | ||||
| Reference | Enter a reference for the invoice. | ||||
| Invoice date | Enter the date of the invoice. This date is used to determine the tax/QST rate for Settlement discount when the Calculate tax using historical tax rate option is enabled (Accounts Payable Setup). |
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| Discount date | Enter the settlement discount date you want to apply to the invoice. | ||||
| Due date | Enter the payment due date you want to apply to the invoice. | ||||
| Payment information | |||||
| Gross payment | This indicates the total invoice amount, including discount and tax. | ||||
| Discount amount | Enter the settlement discount amount for the
invoice. The Tax on settlement discount fields are not enabled when this value is zero. |
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| Exchange rate | Enter the exchange rate to apply to the
invoice. This is only displayed if the exchange rate against the currency is not set to Fixed (Currencies) and the payment run is for a foreign currency. |
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| Tax on settlement discount | This enables you to maintain the tax and/or QST portion
of the settlement discount applicable to the
invoice. This section is only enabled when the Discount amount is not zero. This only applies if the option: Settlement discount - Request tax amount is selected or the option: Settlement discount - Request QST amount is selected (Accounts Payable Setup -Tax tab) and the payment run is for a local currency. For foreign currency suppliers, the option Allow tax entry for foreign currency suppliers (Accounts Payable Setup -Tax tab) must also be selected. |
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| Tax code | This is the tax code to use to calculate the
Tax portion on the settlement
Discount amount. This defaults to the
Default tax code for settlement discount
(Accounts Payable Setup) but can be changed. This can be a valid tax code or spaces. When the code is spaces, the Tax portion is not included on the Tax Return report.
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| Tax portion |
This indicates the tax amount applicable to the settlement Discount amount. It is automatically calculated by the system based on the Default tax code (Accounts Payable Setup). The rate to use is determined by the Calculate tax using historical rates option. When this option is enabled, the Invoice date is used to ascertain the tax rate at that date. When this option is disabled, the current tax rate against the tax code is used (Tax Codes Setup).
The Tax portion is not automatically calculated when you manually enter a Tax code. You need to use the Calculate function to calculate the appropriate Tax portion. The Tax portion reduces the Discount amount posted to the General Ledger. Example: The supplier takes a 10 pound discount on a payment inclusive of tax. The tax is 10%. The tax portion (0.91) reflects as tax on settlement discount in the ledger. The discount portion is reduced by the tax amount and is therefore calculated as 10 - 0.91 = 9.09 (i.e. Discount amount less Tax portion of settlement discount). This field is only available for a local currency payment run and when the setup option: Settlement discount - Request tax amount is enabled (Accounts Payable Setup - Tax tab). |
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| Calculate | Select this to calculate the appropriate Tax portion and QST portion when you manually enter or change the Tax code or QST code. | ||||
| QST code | This indicates the QST tax code to use to calculate the
QST settlement amount. This defaults to the Default
QST code for settlement discount (Accounts Payable Setup) but can be changed. This can be a valid QST code or spaces.
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| QST portion |
This indicates the QST tax amount applicable to the settlement Discount amount. It is automatically calculated by the system based on the Default QST code (Accounts Payable Setup). The rate to use is determined by the Calculate tax using historical rates option. When this option is enabled, the Invoice date is used to ascertain the QST rate at that date. When this option is disabled, the current tax rate against the QST code is used (Tax Codes Setup). The QST portion is not automatically calculated when you manually enter a QST code. You need to use the Calculate function to calculate the appropriate QST portion.
The formulae for this calculation are as follows:
This field is only displayed when all of the following apply:
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| Withholding tax information | These fields are only displayed if you selected the option: Withholding tax required (Tax Options - Withholding tab) and a valid withholding tax code is defined against the supplier (Supplier Maintenance - Supplier Details). | ||||
| Taxable amount | When you re-establish an invoice the normal tax on the
original invoice is unknown. Therefore, if the option:
Automatic calculation of withholding tax
is selected (Tax Options - Withholding tab), the
Taxable amount is calculated as: (Gross
payment less Discount amount) The normal invoice tax is
ignored, as the program has no knowledge of this
value. If the option: Automatic calculation of withholding tax is not selected (Tax Options - Withholding tab), then you use this field to enter the amount of the transaction which is subject to tax. Alternatively, you can use the Calculate function to calculate the taxable amount. |
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| Calculate | Select this to automatically calculate the
Taxable amount, based on the current
transaction values. Irrespective of your selection at the option: Automatic calculation of withholding tax (Tax Options - Withholding tab), the Taxable amount is calculated as: Gross payment less discount amount. |
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| Withholding tax code | This defaults to the Withholding tax code defined
against the supplier (Supplier Maintenance - Supplier
Details), but can be changed. The Tax code determines the tax rate to use (see Browse on Tax Codes). |
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| Tax amount |
If the option: Automatic calculation of withholding tax is not selected (Tax Options - Withholding tab), then you use this field to enter the amount of tax you are withholding from the invoice being paid. Alternatively, you can use the Calculate function to calculate the tax amount. If the option: Automatic calculation of withholding tax is selected (Tax Options - Withholding tab), then the Tax amount is automatically displayed. It is calculated as: ((Taxable amount * withholding tax rate) / 100). |
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| Calculate | Select this to automatically calculate the
Tax amount, based on the current
transaction values entered. The Tax amount is calculated as: ((Taxable amount * withholding tax rate) / 100). |
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| Use current tax rate % | Select this to use the rate currently defined against the Withholding tax code (Tax Codes Setup) to calculate the withholding tax amount. | ||||
| Invoice tax rate % | This indicates the withholding tax rate used when the invoice was initially captured. This does not apply to re-established invoices. | ||||
| Current tax rate % | This indicates the current tax rate for the Withholding tax code entered (Tax Codes Setup). | ||||
Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.
Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the Electronic Signatures program.
| eSignature Transaction | Description |
|---|---|
| AP Manual check entry |
Controls access to the Manual check entry function of the Payment Cycle Maintenance and AP Manual Check Payment programs. |
| AP Re-establish invoices in manual payments |
Controls access to the Re-establish invoices in manual payments function of the AP Manual Check Payment program. |
Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.
You can embed an Application Help Pane:
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in the main SYSPRO menu
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in any program with panes, if not using roles
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when adding a role layout in Design Mode.
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.