Credit to Cash Operations Home Page

Users must be granted the appropriate permissions to access tiles and pages by assigning a permission list ID.

Credit to Cash Operations Home Page

The Credit to Cash Operations Home page displays the tiles to analyze the operational efficiency using metrics.

Navigation:

Fluid Home, and then Employee Self Service, and then Credit to Cash Operations

This example illustrates the fields and controls on the Credit to Cash Home Page as seen on a desktop.

Credit to Cash Operations Desktop

This example illustrates the fields and controls on the Credit to Cash Home page as seen on a smart phone.

Credit to Cash Operations Small Form Factor

Note:

As of date on the tiles indicates the date when the materialized view was last updated.

For the information on receivable materialized view, see Understanding Operation Metrics.

Tiles Used to Analyze Receivables Operations

You can use the following tiles to analyze the operational efficiency within PeopleSoft Receivables:

  • Receivables WorkCenter

  • Receivables

  • Operational Analysis

  • Unapplied Payments

Use the Operational Analysis tile to access these metrics:

  • Dispute Resolution Cycle Time

  • Past Due Items Assignments

  • Doubtful Items

  • On-Account Payments

  • Customer Aging

  • DSO (Days Sales Outstanding) Trend