Viewing the Receivables Work Center Concept Viewing the
Viewing the Receivables Work. Center Concept
Viewing the Receivables Work. Center
Viewing the Receivables Work. Center Step 1 Begin by navigating to the Receivables Work. Center welcome page. Click the vertical scrollbar.
Viewing the Receivables Work. Center Step 2 Click the Accounts Receivable menu.
Viewing the Receivables Work. Center Step 3 Click the vertical scrollbar.
Viewing the Receivables Work. Center Step 4 Click the Receivables Work. Center menu.
Viewing the Receivables Work. Center Step 5 Use the Receivables Work. Center welcome page to view some features of the Work. Center, including the workcenter pagelets, and the Receivables dashboard pivot grids have been added as well.
Viewing the Receivables Work. Center Step 6 The Work. Center has two tabs in the task panel: the Main tab and the Reports/Queries tab. The Main tab includes the My Work and Links pagelets.
Viewing the Receivables Work. Center Step 7 The Reports/Queries tab includes the Queries and Reports/Processes pagelets.
Viewing the Receivables Work. Center Step 8 The system administrator customizes and configures the links appearing in each pagelet of the Work. Center. The links shown in this example have been preconfigured for you.
Viewing the Receivables Work. Center Step 9 You can resize the pagelets by dragging the dotted line button above the Links pagelet or collapse the section. Click the Links Pagelet Settings button.
Viewing the Receivables Work. Center Step 10 Click the Minimize link.
Viewing the Receivables Work. Center Step 11 The My Work pagelet includes links to pages that you may want to access frequently. It includes links divided into these collapsible sections: • Alerts. • Items. • Payments. • Interfaces Not Run. • Exceptions.
Viewing the Receivables Work. Center Step 12 The Alerts section provides links for tracking the actionable items assigned to your user ID. You can access these pages: • Owner Actions List. • Worklist. • Write-Offs Pending My Approval. • Conversations to Review.
Viewing the Receivables Work. Center Step 13 Click the section button to collapse or expand each section. Click the Alerts button.
Viewing the Receivables Work. Center Step 14 The Items section consolidates links to these transactional areas: • Open Items. • Write-Offs Pending Approval. • Maintenance Worksheets to Post. • Transfer Worksheets to Post. • Pending Item Groups to Post.
Viewing the Receivables Work. Center Step 15 Click the Open Items link.
Viewing the Receivables Work. Center Step 16 Use the Open Items page to build and view a list of open items that require follow-up based on their status. Using menu navigation, you click about five times to get to this page. The workcenter link takes you there in one click.
Viewing the Receivables Work. Center Step 17 Click the horizontal scrollbar.
Viewing the Receivables Work. Center Step 18 Click the Refine Filter Criteria link.
Viewing the Receivables Work. Center Step 19 Use the Refine Search Criteria page to customize the displayed data in the Open Items grid.
Viewing the Receivables Work. Center Step 20 Click the vertical scrollbar.
Viewing the Receivables Work. Center Step 21 Click the Cancel button.
Viewing the Receivables Work. Center Step 22 Click the horizontal scrollbar.
Viewing the Receivables Work. Center Step 23 Click the Pending Item Groups to Post link.
Viewing the Receivables Work. Center Step 24 Use the Pending Item Groups to Post page to review and select one or more pending item groups to delete, post, or unpost. This page is unique to the Receivables Work. Center; there is no alternate navigation.
Viewing the Receivables Work. Center Step 25 You can perform actions directly on many of the transactional pages in the Receivables Work. Center. Select one or more pending item groups then select an action to perform. Click the Actions list.
Viewing the Receivables Work. Center Step 26 Select one of the posting actions, and click the GO button to apply the action to the items.
Viewing the Receivables Work. Center Step 27 Click the Items button.
Viewing the Receivables Work. Center Step 28 The Payments section includes links to these transactional areas: • Express Deposits to Post. • Incomplete Payments. • Payments to Post. • Credit Card Payments to Post. • Incomplete Credit Card Payments. • Electronic Check Payments to Post.
Viewing the Receivables Work. Center Step 29 Click the Incomplete Credit Card Payments link.
Viewing the Receivables Work. Center Step 30 Use the Incomplete Credit Card Payments page to review credit card payments that have not been authorized or settled. From this page, select one or more incomplete credit card payments and authorize and settle, cancel the settlement request, or delete the incomplete payment.
Viewing the Receivables Work. Center Step 31 The Interfaces Not Run section may include links to these transactional areas: • Bills. • Cash Drawer Receipts. • Excel Payment Upload. • Electronic Deposits. • Refunds. • Accounting Entries to GL. • Direct Journals to GL. • Cash Control Entries to GL.
Viewing the Receivables Work. Center Step 32 Click the Bills link.
Viewing the Receivables Work. Center Step 33 For example, you can use the Bills page to view bills from the BI_HDR table, which are available to be sent from Billing to Receivables.
Viewing the Receivables Work. Center Step 34 Click the horizontal scrollbar.
Viewing the Receivables Work. Center Step 35 View the currently used filter values or change the values using the Refine Filter Criteria link. After saving filter values, refresh the page by clicking the Refresh button.
Viewing the Receivables Work. Center Step 36 Click the horizontal scrollbar.
Viewing the Receivables Work. Center Step 37 Click the Actions list.
Viewing the Receivables Work. Center Step 38 From this page, you can select the invoices that you want to load into Receivables tables using either these posting actions: Do Not Post and Batch Standard.
Viewing the Receivables Work. Center Step 39 The Exceptions section includes links to these transactional areas: • Posting Errors. • Deposit Balancing Errors. • Direct Journal Accounting Entry Errors. • Excel Upload Deposit Errors. • Revenue Estimate Exceptions. • Direct Journal Budget Exceptions. Note that there are no exceptions associated with this user in this example; none of the links are active.
Viewing the Receivables Work. Center Step 40 Next, navigate to the Links pagelet. Collapse the My Work pagelet for better viewing. Click the My Work Pagelet Settings button.
Viewing the Receivables Work. Center Step 41 Click the Minimize link.
Viewing the Receivables Work. Center Step 42 Use the Links pagelet to consolidate links to frequently used pages. The links that appear are determined during system setup and are categorized into these sections: • Customer Accounts. • Items. • Payments. • Correspondence.
Viewing the Receivables Work. Center Step 43 Click the Collections Workbench link.
Viewing the Receivables Work. Center Step 44 For example, you can access the Collections Workbench page and perform collections activities directly from the Receivables Work. Center. For more information, see the "Using the Collections Workbench" topic in this UPK.
Viewing the Receivables Work. Center Step 45 Next, navigate to the Queries pagelet. Click the Reports/Queries tab.
Viewing the Receivables Work. Center Step 46 The Queries pagelet includes links to queries that you may want to access frequently. It includes a link to Query Manager and a collapsible section, My Queries, with links to specific queries.
Viewing the Receivables Work. Center Step 47 Click the AR Customers In Collection link.
Viewing the Receivables Work. Center Step 48 Use the AR Customers in Collection page to view the results of the query.
Viewing the Receivables Work. Center Step 49 You can use the Download results in links to save the query results in the desired format, including an Excel spreadsheet, CSV text file, or XML file.
Viewing the Receivables Work. Center Step 50 Collapse the Queries pagelet to view the Reports/Processes pagelet. Click the Queries Pagelet Settings button.
Viewing the Receivables Work. Center Step 51 Click the Minimize link.
Viewing the Receivables Work. Center Step 52 The Reports/Processes pagelet includes links to run control pages in these collapsible sections: • Items. • Payments. • General. • Correspondence. • Monitor. The links that appear in these sections are determined during system setup.
Viewing the Receivables Work. Center Step 53 For example, you can access the run control page for loading pending items into Receivables directly from the workcenter. Click the Load AR Pending Items link.
Viewing the Receivables Work. Center Step 54 Click in the Run Control ID field.
Viewing the Receivables Work. Center Step 55 Enter the desired information into the Run Control ID field. Enter "1".
Viewing the Receivables Work. Center Step 56 Click the Add a New Value tab.
Viewing the Receivables Work. Center Step 57 For example, use the Load Invoices to AR page to run the Load AR Pending Items process for regular and consolidated invoices. The alternate navigation for this page is Billing, Generate Invoices, Non-Consolidated, Load Invoices to AR, Load AR Pending Items.
Viewing the Receivables Work. Center Step 58 You have successfully viewed the Receivables Work. Center, including the pagelets and a sampling of links you can use to access pages in the work panel. End of Procedure.
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