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Overview of debtor master data or address list

Introduction

The debtor master data lists general information about your system debtors such as the delivery address, invoice address, postal address, visiting address, bank accounts information, financial information, and more. The address list only specifies address information.  

Menu path

Finance ➔ Accounts receivable ➔ Address list

Fields

You can filter the data that you want to display. To search for the data, you can define one or more of the following criteria and click Start. The data that matches the search criteria you have entered is then displayed.

Layout section

Report

Select the type of report you want to generate. If you want to generate an extensive report (master data debtors), select Details. If you want to generate just an address list (address list accounts receivable), select List.

Range section

Sorting

Select the required option to sort the data by Code or Name. The choice you specify here determines the subsequent selection you can make. If you select Code, you can sort the data by the debtor number, and if you select Name, you can sort the data by the debtor name.

Code/Name

Depending on your selection above, type or select the debtor code/name range or select All for all debtor codes or names.

Classification

Type or select the debtor classification if your debtors are divided into different classifications (e.g. large account, small enterprise, etc.) or select All for all classifications.

Blocked

Select this check box to display only debtors with the Blocked status. This field is only available if Details is selected in Report.

VAT number

Select this check box to display only data of debtors who are linked to the VAT number. This field is only available if Details is selected in Report.

Data section

Note: The fields in this section are only available if Details is selected in Report.

Addresses

Select the Addresses check box to display detailed information about addresses. You will see an overview with the following addresses per debtor.

  • Delivery address 
  • Invoice address 
  • Postal address 
  • Visiting address

Bank accounts

Select this check box to display all bank account details for the debtor.

Financial

Select this check box to display all the financial information that has been defined for this debtor such as general information, credit card, VAT, and invoice data.

Other

Select this check box to display all the miscellaneous information such as intrastat data, information about cheques or bills of exchange, and debtor statements.

Extra

Select this check box to display all the extra fields and values.

Options section

Note: The field in this section is only available if Details is selected in Report.

New page every debtor

Select this check box if you want to display each debtor’s information in a new page.

Buttons

Start

Click this to generate the master data or address list.

Close

Click this to exit.

Related document

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.555.904
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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