Installment Terms Report Procedure

Overview

The Installment Terms: Installment Audit Report provides an audit trail of changes to payment terms on invoices, showing the names of the users who approved and changed the payment terms, the new installment terms, and the date on which the new terms take effect. The report is ordered as follows:

• Customer name

• Customer number

• Invoice number

• Date changed

• Approver

• User

• Revised terms

• Start date

Note: The report can be restricted to a single customer.

Generating Installment Terms: Installment Audit Report Procedure

To generate the Installment Terms: Installment Audit Report:

1. Navigate to the Submit Request window as follows:

   OPSF(I) Installment Terms - Reports

2. Select the Single Request radio button.

3. In the Name field, select Installment Terms: Installment Audit Report from the list of values.

   Note: Dates entered in the From Date and To Date fields refer to the date of change to an invoice and not the date when installment terms start.

4. Select the operating unit.

5. In the From Date field, enter the earliest date to report on.

6. In the To Date field, enter the latest date to report on.

7. In the Customer Name field, select a customer's name from the list of values or leave blank to report on all customers having transactions in the specified operating unit.

8. Click OK.

9. Click Submit.

10. Click Yes to submit another request, else No.

11. View the request as follows:

    View - Requests