Viewing Customer Drafts Concept Viewing Customer Drafts Viewing

Viewing Customer Drafts Concept

Viewing Customer Drafts

Viewing Customer Drafts Step 1 Begin by navigating to the Customer Drafts page. Click the Scroll Down arrow.

Viewing Customer Drafts Step 2 Click the Accounts Receivable menu.

Viewing Customer Drafts Step 3 Click the Customer Accounts menu.

Viewing Customer Drafts Step 4 Click the Customer Information menu.

Viewing Customer Drafts Step 5 Click the Customer Drafts menu.

Viewing Customer Drafts Step 6 Click in the Customer field.

Viewing Customer Drafts Step 7 Enter the desired information into the Customer field. Enter "1011".

Viewing Customer Drafts Step 8 Enter search criteria and sort criteria in the Draft Selection group box.

Viewing Customer Drafts Step 9 Click in the Date field.

Viewing Customer Drafts Step 10 Enter the desired information into the Date field. Enter "12/25/2006".

Viewing Customer Drafts Step 11 Click the Search button.

Viewing Customer Drafts Step 12 Use the Customer Drafts page to view customer draft balances and other draft information.

Viewing Customer Drafts Step 13 Click the Draft Amount link to view the Draft Receivables page, which shows all of a customer's accepted drafts that have been posted but are not yet complete.

Viewing Customer Drafts Step 14 Click the Risk Amount link to view the Draft Receivables page, which shows the customer balance total and the draft amount for the customer.

Viewing Customer Drafts Step 15 You have successfully viewed the draft information of a customer. End of Procedure.