Viewing Payables Discounts
This topic discusses how to view payables discounts, personalize the Payables Discounts pagelet, and view discounts by business unit.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
AP_CFOP_DSCNT_MAIN |
View a bar graph that displays the discount taken or lost amounts per business unit for the periods specified on the Discounts Personalization page. |
|
|
AP_CFOP_DSCNT_PERS |
Define default display information for the Payables Discounts pagelet. |
|
|
AP_CFOP_DSCNT_DTLS |
View details on discounts and vouchers. |
Use the Payables Discounts pagelet (AP_CFOP_DSCNT_MAIN) to view a bar graph that displays the discount taken or lost amounts per business unit for the periods specified on the Discounts Personalization page.
Navigation:
Click the Personalize Content link on the PeopleSoft Home page.
Select Payables Discounts in Accounts Payable.
The value of the discount lost or taken can be displayed as a percentage or as an amount. If it is displayed as a percentage, the sum of the percentage lost and the percentage taken is 100 percent.
Click a bar on the graph to view details for a business unit.
Note: You can only drill down to view business unit details if there are multiple business units.
Use the Discounts Personalization page (AP_CFOP_DSCNT_PERS) to define default display information for the Payables Discounts pagelet.
Navigation:
Click the Customize icon on the Payables Discounts pagelet.
This example illustrates the fields and controls on the Discounts Personalization page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Business Unit |
Enter a business unit or leave the field blank to view discounts lost and taken for all business units. Leave the field blank to view all business units on the Discounts by Business Unit page. |
Display In |
Select Amount or Percentage. |
Calendar ID |
Select Annually, Monthly, or Quarterly. This will affect the type of period that appears in the Period field. |
Year and Period |
Define up to three accounting periods to display on the Payables Discounts pagelet. |
Use the Discounts by Business Unit page (AP_CFOP_DSCNT_DTLS) to view details on discounts and vouchers.
Navigation:
Click a bar on the graph displayed on the Payables Discounts pagelet.
This example illustrates the fields and controls on the Discounts by Business Unit page.
Note: The Business Unit field on the Discounts Personalization page must be blank in order to access this page.
On the Discount Taken / Loss tab, view the total discounts taken and lost for each business unit. Click the Percentage tab to view the percentage of vouchers taken and lost.