Account Inquiry - Add viewing of details for Invoices, Credit Notes, Adjustments and Receipts

Completed

Account Inquiry - Add viewing of details for Invoices, Payments, Credit Notes, Adjustments and Receipts

What we’re doing:

The Accounts Receivable module has been vastly improved to provide greater visibility into receivables with new drill down capabilities into invoices, payments, adjustments, receipts and credit notes to streamline the business processes. In addition,  to these improvements we have enhanced the functionality around miscellaneous customers. 

Why we think you’ll like it:

This implementation provides a one stop platform to view the drill down transaction details for Invoices, Payments, Credit Notes, Adjustments and Receipts. In addition, customer details can also be viewed.

Learn more:

• To view this implementation, access Account Receivables

• Access Account Inquiry from Account Maintenance

• In the Account Inquiry, fill in Receivable Group and Customer Number

• The page will load with the available data in the grid

• The 'Type' column will list the type of transactions- Invoices, Payments, Credit Notes, Adjustments and Receipts

• Select a particular record from the grid and click on the action button 'Transaction Details' to view detailed information