Forms Used to Manage Accounting Profile Records

Note: To access Enhanced Real Estate Management objects and screens, set the Localization code for the U.K. to 74U.

Form Name

Form ID

Navigation

Usage

Enhanced Recurring Billing

W74U1502A

Recurring Billing (G74U1521), Recurring Billing Information

Select a lease on the Work with Leases form.

Access the programs to manage accounting profile records.

Accounting Profile Information

W74U0212A

Select a recurring billing record on the Enhanced Recurring Billing form, and then select Accounting Profile from the Row menu.

Review periodic accounting profile information.

Weekly Accounting Profile

W74U0212B

Select a recurring billing record on the Enhanced Recurring Billing form, and then select Wkly Account (weekly accounting) from the Row menu.

Review weekly accounting profile information.

Extend Accounting Profile Confirmation

W74U1502G

Select a recurring billing record on the Enhanced Recurring Billing form, and then select Ext. Acct. Profile from the Row menu.

Click Yes on the Extend Accounting Profile Confirmation form to create additional accounting profile records for the selected recurring billing line.

Clear Accounting Profile

W74U1502F

Select a recurring billing record on the Enhanced Recurring Billing form, and select Clear Acct Profile (clear accounting profile) from the Row menu.

The system displays one accounting profile record for each year for which they were generated on Clear Accounting Profile. Double-click the accounting profile summary record to select it. The system displays a button or period to the left of the Billing Code field. Click OK to clear the accounting profile detail records associated with the summary record.

Periodic Accounting Profile History

W74U0230B

Select an accounting profile record on the Accounting Profile Information form, and then select Status History from the Row menu.

Review the audit trail associated with changes made to the status of the periodic accounting profile record.

Periodic Accounting Profile Status Change

W74U0230A

Select an accounting profile record on the Accounting Profile Information form, and then select Status Change from the Row menu.

Change the status of a periodic accounting profile record.

Weekly Account Profile History

W74U0230D

Select an accounting profile record on the Weekly Accounting Profile form, and then select Status History from the Row menu.

Review the audit trail associated with changes made to the status of the weekly accounting profile record.

Weekly Accounting Profile Status Change

W74U0230C

Select an accounting profile record on the Weekly Accounting Profile form, and then select Status Change from the Row menu.

Change the status of a weekly accounting profile record.