On-Account Payments Tile and Pivot Page

Use the On-Account Payments tile to view the amount of open on-account (WS-05) and prepaid (WS-04) payments and the users currently assigned to collect the payments. This helps to appropriately distribute the workload.

Navigation:

Operational Analysis tile, and then On-Account Payments tile

This example illustrates the fields and controls on the On-Account Payments Tile.

On-Account Payments tile

Select the On-Account tile to view the pivot grid. On the Y-axis, the tile shows either the Responsible Party or Entry Type. On the X-axis, the tile shows the Item Count or Display Balance.

Select the following facets to filter data displayed in the pivot grid:

  • Business Unit

  • Responsible Party

  • Currency

  • Entry Type

Add, delete, or move the following pivot grid columns as desired:

  • Business Unit

  • Responsible Party

  • Currency

  • Entry Type

  • Item Count

  • Item Balance

  • Display Balance

  • Display Currency