Items

The Items tab enables you to display an Item List associated with the selected customer based on the item status. You can also set up one or more filters to narrow your search for items similar to the way you set up filters for the Action List. The Item List is identical the Item List component (Accounts Receivable, and then Customer Accounts, and then Item Information, and then Item List). You can access the Account Overview component (Accounts Receivable, and then Customer Accounts, and then Customer Information, and then Account Overview) to view the selected customer's balance, the most recent item and payment activity, and summarized aging information. You can also click links to view detailed credit data, such as the customer's risk code or dispute status.

You can select an Item Action option to perform an action. For example, you can generate a report for a customer, such as generate a dunning letter (DUNONL multiprocess job) or run the customer item inquiry report (ARX34003). Or you can view or perform an action for all of the selected items. The Item Action options are also available on the Item List page.

Depending on the level of customer that you select in the header (corporate, correspondence, or remit from) if a customer hierarchy is associated with this customer, then the items purchased by the customer and all other customers defined at the same level or a lower level in the hierarchy appear in the Item List.

Note:

Dunning letter actions can be performed on the Correspondence tab.

See Item List Page.

See Item Action Page.