(USF) Tracking Memo Status Changes
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
View/Update Item Details - Detail 2 Page |
ITEM_MAINTAIN_2 |
Check an item's current memo status. See Checking an Item's Current Memo Status. See the View/Update Item Details - Detail 2 Page for more information. |
|
MEMO_STATUS_SEC |
Add and maintain a history of memo status code changes. |
|
|
RUN_AR34006 |
Generate the Memo Status Changes report (AR34006). Use the report to see the history of memo status changes by item. See also PeopleSoft Receivables Reports: A to Z. |
The DMS requires you to maintain account information about individual receivable accounts. To support this requirement, PeopleSoft Receivables enables you to track multiple statuses for a receivable item.
This involves:
Updating the memo status and details on the View/Update Item Details - Detail 2 page.
Running the Memo Status Changes report, which lists, by item, the history of changes to the memo status field.
Two tables are required to use the track memo changes:
The Memo Status Codes table (PS_MEMO_STATUS_TBL) contains the valid statuses.
The Memo Status Changes Control table (PS_ ITEM_MEMO_CHGS) contains each change made to the memo status field, along with the user ID.
Before tracking memo status:
Enable the Track Memo Status Changes feature by selecting the Use Memo Status check box on the Installation Options - Receivables page.
Set up memo status codes.
Use the View/Update Item Details - Detail 2 page (ITEM_MAINTAIN_2) to check an item's current memo status.
Navigation:
Field or Control |
Description |
|---|---|
Memo Status Code |
Displays the current memo status for the item. This field appears only if you have enabled this feature on the Installation Options - Receivables page. |
Detail |
Click to access the Memo Status Changes page, where you can review a history of status changes for the item and add a status change as needed. |
Use the Memo Status Changes page (MEMO_STATUS_SEC) to add and maintain a history of memo status code changes.
Navigation:
Click the Detail button on the View/Update Item Details - Detail 2 page.
Change an item's memo status by adding a new row to the Memo Status Changes grid.
Field or Control |
Description |
|---|---|
Date Assigned |
Enter the date of the status change. |
Memo Status |
Select from any memo status codes that you have defined or one of the following PeopleSoft-delivered memo status codes: FOREBEAR: In forbearance or appeal. GARNISH: In wage garnishment. RESCHEDULE: Rescheduled. WAIVE: Waiver or unwaived. ELGBOFF: Eligible for Treasury offset. REFOFF: Referred to Treasury for offset. ELGBINT: Eligible for internal offset. ELGBCROSS: Eligible for cross-servicing. REFCROSS: Referred for cross-servicing. REFCOLL: Referred to private collection. REFJUST: Referred to Department of Justice. OFFSET: Offset. SUSPENDED: Suspended. COMPROMISE: Compromised. WRITEOFF: Written-off. CLOSEOUT: Closed out. |
Use the Memo Status Changes run control page (RUN_AR34006) to generate the Receivables Memo Status Report (AR34006). Use this SQR report to see the history of memo status changes by item.
Navigation:
You can specify a date range for the report, a specific business unit, a customer ID, and whether to include closed items on the report. If you specify a date range, the report includes only items with a memo status change within the specified date range.