Using the Receivables Dashboard Concept Using the Receivables
Using the Receivables Dashboard Concept
Using the Receivables Dashboard
Using the Receivables Dashboard Step 1 Begin by navigating to the Receivables Dashboard. Click the vertical scrollbar.
Using the Receivables Dashboard Step 2 Click the Accounts Receivable menu.
Using the Receivables Dashboard Step 3 Click the vertical scrollbar.
Using the Receivables Dashboard Step 4 You can access the dashboard pagelets through the Receivables Work. Center menu or the Receivables Manager Dashboard menu. In this example, you will work with the dashboard pagelets on the Receivables Work. Center.
Using the Receivables Dashboard Step 5 Click the Receivables Work. Center menu.
Using the Receivables Dashboard Step 6 The AR Workcenter Dashboard is geared toward managers and higher level executives for customer portfolio analysis. People. Soft delivers these pivot grids as pagelets for Accounts Receivable: • Customer Aging • Items by Status • Payments by Status • Posting Errors by Type • Top Customer Balances
Using the Receivables Dashboard Step 7 Use the Customer Aging pagelet to view the aging balance by aging category and a count of open items making up the aging balance. The Aging ID in the query defaults from the AR Business Unit options.
Using the Receivables Dashboard Step 8 The Options Menu icon to view related actions for the pivot grid. Related actions for Accounts Receivable pagelets include these: • Prompts • Export Data • Chart Options • Hide Chart You can also save the current grid and chart layout as a user preference for the default view of the current model.
Using the Receivables Dashboard Step 9 Use the filters in the Pivot Grid box to further refine the data returned after the prompts are applied.
Using the Receivables Dashboard Step 10 You can click the Count or Balance links in the results to view details of each aging category.
Using the Receivables Dashboard Step 11 Click the Pagelet Settings icon to minimize or remove the selected pagelet from the dashboard.
Using the Receivables Dashboard Step 12 You can also select the type of graph to display data on the pagelet. Choose from bar charts, line graphs, or pie charts.
Using the Receivables Dashboard Step 13 Click the Options Menu button.
Using the Receivables Dashboard Step 14 Click the Prompts link.
Using the Receivables Dashboard Step 15 Use the Prompts page to change the values for query prompts. Prompts limit the data in the default graphical display, and filters in the pagelet further refine the data returned after the prompts are applied.
Using the Receivables Dashboard Step 16 All pivot grids convert amounts to the display currency. The rate type defaults to CRRNT.
Using the Receivables Dashboard Step 17 Click the Ok button.
Using the Receivables Dashboard Step 18 Next, you will view the Top Customer Balances pagelet. Click the vertical scrollbar.
Using the Receivables Dashboard Step 19 The Top Customer Balances pagelet shows balance by customer and a count of open items making up the balance.
Using the Receivables Dashboard Step 20 In this example, you want to use the Customer filter to see the top balances for several customers. Click the Customer list.
Using the Receivables Dashboard Step 21 A total of six customers have been selected for you to save time.
Using the Receivables Dashboard Step 22 Click the OK button.
Using the Receivables Dashboard Step 23 To see subtotals for each customer, expand the All section. Click the All button.
Using the Receivables Dashboard Step 24 Click the Options Menu button.
Using the Receivables Dashboard Step 25 Click the Prompts link.
Using the Receivables Dashboard Step 26 View the default values for Top Customer Balances query prompts. Click the Ok button.
Using the Receivables Dashboard Step 27 Click the Apex Systems graphic.
Using the Receivables Dashboard Step 28 Click the Detailed View link.
Using the Receivables Dashboard Step 29 Use the Pivot Grid Drilldown page to view detailed data for the selected customers.
Using the Receivables Dashboard Step 30 You can also perform actions specific to the Top Customer Balances pagelet. From the Actions menu, you can click an action and generate a dunning letter, update item detail, and access conversations for the customer.
Using the Receivables Dashboard Step 31 Click the horizontal scrollbar.
Using the Receivables Dashboard Step 32 Click the Close button.
Using the Receivables Dashboard Step 33 Next, view the Payments by Status pagelet. Click the vertical scrollbar.
Using the Receivables Dashboard Step 34 The Payments by Status pagelet shows a balance by payment status and a count of payments making up the status. The grid includes various payment statuses as filters, allowing users to see a balance by status, for example, complete payments.
Using the Receivables Dashboard Step 35 View the same data in a pie chart. Click the Pie Chart button.
Using the Receivables Dashboard Step 36 Click the Options Menu button.
Using the Receivables Dashboard Step 37 Click the Prompts link.
Using the Receivables Dashboard Step 38 View the prompt values used for the Payments by Status query. Click the Ok button.
Using the Receivables Dashboard Step 39 Click the Complete area of the Payment by Status pie chart.
Using the Receivables Dashboard Step 40 Click the Detailed View link.
Using the Receivables Dashboard Step 41 Use the Pivot Grid Drilldown page for payments by status to view detailed data for the payments with the selected status.
Using the Receivables Dashboard Step 42 Click the Actions menu.
Using the Receivables Dashboard Step 43 Access related actions specific to the Payments by Status pagelet, including these: • Payment Worksheet - Click to update a payment worksheet. • All Payments - Click to access the All Payments status page. • Credit Card Worksheet - Click to create a credit card worksheet or find an existing payment. • e. Payment Worksheet - Click to update an e. Payment worksheet.
Using the Receivables Dashboard Step 44 Click the Close button.
Using the Receivables Dashboard Step 45 Next, view the Posting Errors by Type pagelet. Click the vertical scrollbar.
Using the Receivables Dashboard Step 46 The Posting Errors by Type pagelet displays the balance of items in error by group type and a count of items in the group.
Using the Receivables Dashboard Step 47 Click the Options Menu button.
Using the Receivables Dashboard Step 48 Click the Prompts link.
Using the Receivables Dashboard Step 49 View the prompt values used for the Posting Errors by Type query. Click the Ok button.
Using the Receivables Dashboard Step 50 Click the Billing Balance node in the line graph.
Using the Receivables Dashboard Step 51 Click the Detailed View link.
Using the Receivables Dashboard Step 52 Click the Actions menu.
Using the Receivables Dashboard Step 53 The system displays all of the correction options in the Actions menu, and you must choose the correction option appropriate to the type of error.
Using the Receivables Dashboard Step 54 Click the Close button.
Using the Receivables Dashboard Step 55 Next, view the Items by Status pagelet. Click the vertical scrollbar.
Using the Receivables Dashboard Step 56 The Items by Status pagelet shows balance by customer and a count of open (or closed) items making up the balance.
Using the Receivables Dashboard Step 57 Click the Options Menu button.
Using the Receivables Dashboard Step 58 Click the Prompts link.
Using the Receivables Dashboard Step 59 View the prompt values for the Items by Status query. Click the Ok button.
Using the Receivables Dashboard Step 60 Click the Central Association graphic.
Using the Receivables Dashboard Step 61 Click the Detailed View link.
Using the Receivables Dashboard Step 62 Click the Actions menu.
Using the Receivables Dashboard Step 63 Access these related actions for the Items by Status pagelet: • Gen Dunning Letter - Click to generate a dunning letter. • Update Item Detail - Click to access pages in the View/Update Item Details component. • View/Update Conversations - Click to find an existing conversation or add a new conversation in the Conversations component.
Using the Receivables Dashboard Step 64 Click the Close button.
Using the Receivables Dashboard Step 65 You have successfully completed using the Receivables Dashboard. End of Procedure.
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