Pre-Note Inquiry Lesson


In this lesson you will learn how to run the pre-note inquiry.


Steps:

  1. Click the State of Nebraska link.

    Step 1
  2. Click the Accounts Payable link.

    Step 2
  3. Click the Voucher Processing link.

    Step 3
  4. Click the Pre-note Inquiry/Update link.

    Step 4
  5. Type the Vendor's address book number in the Address Number field. (Use the Visual Assist tool, if needed.)  

     

    In this lesson we are going to use the Visual Assist tool.

    Step 5
  6. Click the Visual Assist tool.

    Step 6
  7. You can search for the vendor by doing a name search.  In this lesson we are going to search for vendor with "Dell" in the name.  We are going to use "*" too which are wildcards. 

     

    Enter "*DELL*" into the Name Search field.

    Step 7
  8. Press [Tab].

    Step 8
  9. Since we are search for a vendor we need to enter "V" into the Search Type field.

    Step 9
  10. Click the Find button.

    Step 10
  11. Choose the vendor from the list by clicking the radio button.  In this lesson the one we want is already  selected. 

     

    Click the Select button.

    Step 11
  12. Click the Find button.

    Step 12
  13. The Vendor's Address Book number and Alpha Name will populate in the grid.

     

    Note: If a date appears in the Prenote Date field, payments to the vendor will not process until the day after that date. (Ex. If the pre-note date is 4/10/05, payment will process on 4/11/05).

    Step 13
  14. Click the Close button.

    Step 14

You have successfully completed this lesson. 

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