UX One: AR Credit Page
The AR Credit page (P03B001X|W03B001XC) enables users to receive alerts about credit reviews and credit holds on sales orders, analyze credit amounts, and access programs to manage credit information.
To access the UX One AR Credit page, log in to the EnterpriseOne system using the Accounts Receivable Manager role. When you log in with this role, the system automatically displays the Accounts Receivable Manager page. Click the AR Credit task on the springboard to access the AR Credit page.
This graphic illustrates the AR Credit page:
Watchlist Alerts
These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.
This table lists and describes the watchlist alerts that are available on the AR Credit page:
Watchlist Alert |
Description |
|---|---|
Credit Review Requested |
This alert tells users when there are open requests for credit reviews. This alert is based on the Credit Granting/Management program (P03B305). When you click the alert, the system displays the Credit Inquiry form. The following form layout is available:
The following grid format is available:
|
Credit Review Overdue |
This alert tells users when there open credit review requests that are past due. This alert is based on the Credit Granting/Management program (P03B305). When you click the alert, the system displays the Credit Inquiry form. The following form layout is available:
The following grid format is available:
|
Sales Orders with Credit Hold |
This alert tells users how many sales orders are currently on hold for credit reasons. This alert is based on the Held Order Release program (P43070, version ZJDE0002). When you click the alert, the system displays the Work With Held Orders form. The following form layout is available:
The following grid format is available:
|
For additional information about the programs associated with these watchlist alerts, see:
Managing Credit and Collections in the JD Edwards EnterpriseOne Applications Accounts Receivable Implementation Guide
Holding, Releasing, and Reviewing Orders in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide
Charts
These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.
This table lists and describes the charts that are available on the AR Credit page:
Component Title |
Description |
|---|---|
Top 10 Customers by Open Amount (P03B720X|W03B720XH) |
Use this chart to view the top 10 customers based on total open amounts. This chart is based on the One View Customer Ledger Inquiry program (P03B2022). |
Top 10 Payors by Receipt Amount (P03B720X|W03B720XJ) |
Use this chart to view the top 10 payors by total receipt amounts. This chart is based on the One View Customer Receipt/Draft Inquiry program (P03B720). |
For additional information about the programs associated with these charts, see these topics:
One View Customer Ledger Inquiry (P03B2022) in the JD Edwards EnterpriseOne Applications One View Reporting User Guide.
One View Customer Receipt/Draft Inquiry (P03B720) in the JD Edwards EnterpriseOne Applications One View Reporting User Guide.
Springboard Tasks
You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.
This table lists and describes the tasks on the AR Credit page:
Task |
Description |
|---|---|
Credit Granting and Management |
Use this task to access the Credit Granting and Management program (P03B305). The following form layout is available:
The following grid format is available:
|
Account Balance Inquiry |
Use this task to access the Account Balance Inquiry program (P03B218). The following form layout is available:
The following grid format is available:
|
Account Statistical Summary |
Use this task to access the Account Statistic History program (P03B16). |
Customer Ledger Inquiry |
Use this task to access the Customer Ledger Inquiry program (P03B2002, version ZJDE0001) The following grid format is available:
|
Customer Receipts Inquiry |
Use this task to access the Standard Receipt Entry program (P03B102, version ZJDE0001). |
Aging by Credit Manager |
Use this task to access the Aging by Credit Manager chart (P03B202X|W03B202XE). |
For additional information about the programs accessed by these tasks, see these topics in the JD Edwards EnterpriseOne Applications Accounts Receivable Implementation Guide: