Open Creditor Card from a Creditor Payment Proposal

You can open the creditor card for each voucher or payment line in a creditor payment proposal from the Creditor Payment Proposals submodule in the Creditors module.

To use the Creditor Payment Proposals submodule, you must have access to Finance & Administration as defined in the Employee Cross-company Access submodule under Settings.

To open a creditor card from Creditor Payment Proposals:

1. On the main toolbar, click Finance & Administration .
2. Use the drop-down list above the left pane of the Finance & Administration screen to select the company that contains the creditor payment proposal voucher or payment line whose creditor card you want to open.
3. In the left pane of the Finance & Administration screen, click Creditors > Creditor Payment Proposals.
4. Click the List tab.
5. In the grid, select the creditor payment proposal that contains the voucher or payment line whose journal card you want to open.
6. Take any of the following actions:
   • To open the Creditor Card for vouchers or payment lines that are included in the creditor payment proposal, click the Payment Lines tab and click Open Creditor Card on the Payment Lines tab toolbar.
   • To open the Creditor Card for records that are not included in the creditor payment proposal, click the Records Not Included tab and click Open Creditor Card on the Records Not Included tab toolbar.