One View Customer Receipt/Draft Inquiry (P03B720)

Access the One View Customer Receipt/Draft Inquiry application (P03B720) from the Accounts Receivable Inquiries (G03B17) menu. Use One View Customer Receipt/Draft Inquiry to inquire on receipt/draft transactions. One View Receipt/Draft Inquiry uses the One View Receipt Draft Inquiry business view (V03B720), which includes columns from the Receipt Detail table (F03B14), Receipt Header table (F03B13), and Customer Master table (F03012). This application provides a wealth of data and is extremely flexible in the types of reports that can be generated. Choose from more than 300 columns in the business view to analyze your Receipts and Drafts by period, fiscal year, collection or credit manager, any number of category codes, and so on. In addition to high-value reports delivered with this application, you can use this application to create reports for many business purposes. You can analyze your Write-offs, Deductions, Chargebacks, and Discounts, or review your customer receipts by period, and many others. Associated descriptions are provided so you can choose between viewing codes, descriptions, or both. Examples include company, customer, payor, parent, category code, currency, payment instrument, and many others.

Several predefined reports are delivered with this application. They are Receipt Transactions, Receipt History Trend, AR Write-offs, and Receipt Analysis. Using these delivered reports, you can see how your receipts are balanced across business units, collection managers, and other values; see trends for receipts by fiscal year and period, collection manager, and other values; and review the state of your AR write-offs by reason code, customer, and collection manager. The Receipt Analysis report provides an even broader view of your transactions by providing multiple views of the same data broken down by region, business unit, customers, payors, collection manager, and periods.