List DD Accounts Receivable Transactions

WINDOW OVERVIEW:

The List DD Accounts Receivable Transactions window opens when the Transaction button is selected on the Detail DD Accounts Receivable window or the Transactions options is selected in the Actions drop down menu on the menu bar. It is used to view or update information about the transactions.

List DD Accounts Receivable Transactions Icons

 

FIELD DESCRIPTIONS:

Account Receivable Group Box:

Number: This field displays the system assigned Account Receivable number.

Current Balance: This field displays the current balance of the Account Receivable.

Responsible Person: This field displays the first and last name of the responsible person.

Transactions List Box:

This box displays a list of the transactions for the Account Receivable.

Incurred Date: This column displays the month and year that the identifies the month and year that services were rendered.

Type: The column displays the type of transaction

Amount: This column displays the amount of the transaction.

Status: This column displays the status of the transaction.

Status Date: This column displays the date the status became effective.

Status Reason: This column displays the reason for the status.

Description: This column displays the worker entered description.

Sub Total: This column displays the total of all filtered rows currently displayed in the Transaction list box. This column does not appear when the list is not filtered.

 

ACTION BUTTONS:

Apply Collection: The Apply Collection button enables when a transaction row has been highlighted. Select the Apply Collection button to open the Detail Collections window.

Apply Adjustment: The Apply Adjustment button enables when a transaction row has been highlighted. Select the Apply Adjustment button to open the Account Receivable Adjustment window.

Update: Select the Update button to open the Account Receivable Adjustment window.

Cancel: Select the Cancel button to open the Cancel Adjustment window.

	Select the More Minus button to return the previously viewed page of the list.
	Select the More Plus button to view additional pages of transaction information.

(09-2004)