View - AR Information Online

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Distribution

AR Administrator^*

AR Billing Specialist^*

AR Billing Specialist-Remote^*

AR Collections Specialist^*

AR Manager^*

AR Printing Specialist^*

AR Viewer^*

Related Procedures

Customers-Credit Balances and Refunds [PRO3604U]

Customers-Viewing [PRO3601U]

Ownership

The AR Manager is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

IS Accounts Receivable
Responsibility ® AR Viewer
Navigator

There are a number of methods to view Accounts Receivable information. The methods described here are based on using the Summary windows for each Function. You are able to drill down to individual records if desired. You are also able to use the Find window or to run queries from those forms.

1. Determine the information to view.

To View Transactions information, goto task #2.

To View Receipts information, goto task #6.

To View Collections information, goto task #12.

To View Customers information, goto task #15.

2. N ® View Transactions ® Transactions Summary

To find Transactions you have the option of using the Find window or running a query.

3. Search for the desired Transaction(s).

Only the [Credit], [Installments], [Overview], and [Open] buttons are available for the AR Viewer responsibility.

4. Select the desired button to view information.

Credit button.
Installments button.
Overview button.
Open button.

5. Close all Transactions forms.

6. N ® View Receipts ® Receipts Summary

7. Search for the desired Receipt(s).

To find Receipts you have the option of using the Find window or running a query.

8. Select the desired Receipt.

9. Select the desired button to view Receipt information.

Click the [Open] button to view receipt information.

Close the form.
Click the [Applications] button to view receipt application information.

11. Close the Receipts forms.

12. N ® View Collections ® View Customer Accounts

The "Find Customer Account" window opens to allow you to search for the desired Customer Account(s).

The Customer Accounts form provides a comprehensive view of Customer information.

13. Click the desired button to view information.

Click the [Correspondence] button to view contact information about this Customer including telephone conversations and dunning letter history.
Click the [Aging] button to view account aging information about this Customer.
Click the [Account Overview] button to view Transactions and other activity against this account by period.
Click the [Account Details] button to view detailed information about each Transaction including dispute information.

14. Close the Customer Accounts forms.

15. N ® View Customers ® Customers Summary

16. Search for the desired Customer(s).

To find Customers it is best to run a query.

Select the appropriate 'Customer Type.'
Press F11 to enter Query Mode.
Key the desired criteria (you can scroll right to see more fields to accept other criteria).
Press Ctrl-F11 to execute the query.

17. Select the desired Customer.

18. Click the [Addresses] or [Open] button.

The [New] and [Relationships] buttons are not used for the AR Viewer responsibility.

Addresses button. The Customers-Addresses form allows you to view a summary of all addresses, or sites, for this Customer.

Select the desired Address.
Select the Open button.

The Customer Addresses form will show detailed information on the selected Customer.

Additional information may be viewed by changing the alternative region. The alternative region is the blue drop down list box. Select the down arrow then select the desired region.

19. Close the Customer forms.

Effective: 08/18/04