Viewing Customer Inquiry Profile Concept Viewing Customer Inquiry

Viewing Customer Inquiry Profile Concept

Viewing Customer Inquiry Profile

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

Viewing Customer Inquiry Profile Step 2 Click the Accounts Receivable menu.

Viewing Customer Inquiry Profile Step 3 Click the Customer Accounts menu.

Viewing Customer Inquiry Profile Step 4 Click the Customer Information menu.

Viewing Customer Inquiry Profile Step 5 Click the Account Overview menu.

Viewing Customer Inquiry Profile Step 6 Click the Profile link.

Viewing Customer Inquiry Profile Step 7 Enter search criteria for the customer. Click in the Customer field.

Viewing Customer Inquiry Profile Step 8 Enter the desired information into the Customer field. Enter "1000".

Viewing Customer Inquiry Profile Step 9 Use the Level list to specify the items that you want to include for the customer group to which your customer belongs.

Viewing Customer Inquiry Profile Step 10 Click the Search button.

Viewing Customer Inquiry Profile Step 11 Use the Profile page to view customer profile information and use links to view in-process payments and outstanding items.

Viewing Customer Inquiry Profile Step 12 Click the Customer Pending Items link.

Viewing Customer Inquiry Profile Step 13 Use the Customer Pending Items page to view details of the pending items.

Viewing Customer Inquiry Profile Step 14 Click the OK button.

Viewing Customer Inquiry Profile Step 15 Next, navigate to the Outstanding Customer Payments page. Click the Customer Information menu.

Viewing Customer Inquiry Profile Step 16 Click the Outstanding Payments menu.

Viewing Customer Inquiry Profile Step 17 Use the Payment State list to select the payments that you want to view. Click the Payment State list.

Viewing Customer Inquiry Profile Step 18 Click the Payments In Process Only list item.

Viewing Customer Inquiry Profile Step 19 Click the Search button.

Viewing Customer Inquiry Profile Step 20 Use the Outstanding Customer Payments page to view payments received, their identification, and their status in the processing cycle. You can view the number of outstanding payments and the total payment amount if the items are associated with multiple business units and have different currencies.

Viewing Customer Inquiry Profile Step 21 Review the details. Notice that there is one payment that is in process for your customer.

Viewing Customer Inquiry Profile Step 22 Click the Payment State list.

Viewing Customer Inquiry Profile Step 23 Click the Unapplied Payments Only list item.

Viewing Customer Inquiry Profile Step 24 Click the Search button.

Viewing Customer Inquiry Profile Step 25 Review the details. Notice that there is one unapplied payment for your customer.

Viewing Customer Inquiry Profile Step 26 You have successfully viewed pending items and the in-process and the unapplied payments for your customer. End of Procedure.