Customers-Viewing

...

Customers-Viewing

Customers-Viewing: Flowchart

Scope

This procedure covers using IS Accounts Receivable forms and windows to view your customers, view account information, and to view collection effort information.

This procedure does not cover input of data into IS Accounts Receivable.

System References

View – AR Information

Policy

No policy covers using IS Accounts Receivable forms and windows to view your customers, view account information, and to view collection effort information.

Responsibility

Distribution

AR Administrator^*

AR Billing Specialist^*

AR Billing Specialist-Remote^*

AR Collections Specialist^*

AR Manager^*

AR Printing Specialist^*

AR Viewer^*

Ownership

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

Activity Preface

This activity is performed whenever you need to view IS Accounts Receivable information.

The job title AR Viewer refers to the following:

AR Administrator
AR Billing Specialist
AR Billing Specialist-Remote
AR Manager
AR Collections Specialist
AR Printing Specialist
AR Viewer

AR Viewer

1. Use the AR Viewer responsibility to view AR information.

2. Determine the information to view.

You may view information on:

Customer names and addresses
Transactions
Application of Receipts
Collection efforts

Refer to View – AR Information.

End of activity.

Effective: 08/13/04

Revision: 2

Oracle Tutor can be licensed to modify and add to this content, documenting all of your business process documentation in the Oracle Tutor format.