My Preferences Page (Receivables)

Use the My Preferences Page (PTGP_USER_PERS_FL) to set up the tile display content.

Navigation:

Fluid Home, and then Employee Self Service, and then My Preferences

Select Receivables on the right pane.

This example illustrates the fields and controls on the Receivables Preferences page. You can find definitions for the fields and controls later on this page.

Preferences – Customer Aging

The following settings are required:

Field or Control	Description
Business Unit	Select a unit. The default is the group unit or, if group unit is not defined, the business unit from the user preferences.
Customer	SetID (required): This field’s default is the SetID defined in the user preferences. Customer (required): This field’s default is blank to select all customers. Customer Level: Select a customer level. This field’s default is No Relationship.
Display Currency	Currency code and rate type are required.

Preferences – DSO Trend

The following settings are required:

Field or Control	Description
Business Unit	Select a unit. The default is the group unit or, if group unit is not defined, the business unit from the user preferences.
Customer Set ID	Required field. This field’s default is the SetID defined in the user preferences.
Customer ID	Required field. Select only one customer.

Preferences – Dispute Resolution Cycle Time

The following settings are required:

Field or Control	Description
Resolution Date Option	Select a date range option. Note: The selected date range must be within 180 days. Reporting views are utilized to improve performance by limiting the amount of data available to 180 days date range (6 months). A process must be configured and run to ensure the data displayed is current. This process is located under Setup Financials/Supply Chain > Operational Reporting > Operational Efficiency.
Business Unit	Select a unit. The default is the group unit or, if group unit is not defined, the business unit from the user preferences.
Customer	SetID (required): This field’s default is the SetID defined in the user preferences. Customer (required): This field’s default is blank to select all customers. Customer Level: Select a customer level. This field’s default is No Relationship.
Responsible Party	Required field. Select from Collector, AR Specialist, Credit Analyst, Broker, or Sales Person. This field defaults to Collector.
Display Currency	Currency code and rate type are required.

Preferences – Doubtful Items

The following settings are required:

Field or Control	Description
Business Unit	Select a unit. The default is the group unit or, if group unit is not defined, the business unit from the user preferences.
Customer	SetID (required): This field’s default is the SetID defined in the user preferences. Customer (required): This field’s default is blank to select all customers. Customer Level: Select a customer level. This field’s default is No Relationship.
Responsible Party	Required field. Select from Collector, AR Specialist, Credit Analyst, Broker, or Sales Person. This field defaults to Collector.
Display Currency	Currency code and rate type are required.

Preferences – On-Account Payments

The following settings are required:

Field or Control	Description
Business Unit	Select a unit. The default is the group unit or, if group unit is not defined, the business unit from the user preferences.
Customer	SetID (required): This field’s default is the SetID defined in the user preferences. Customer (required): This field’s default is blank to select all customers. Customer Level: Select a customer level. This field’s default is No Relationship.
Responsible Party	Required field. Select from Collector, AR Specialist, Credit Analyst, Broker, or Sales Person. This field defaults to Collector.
Display Currency	Currency code and rate type are required.

Preferences – Past Due Item Assignments

The following settings are required:

Field or Control	Description
Business Unit	Select a unit. The default is the group unit or, if group unit is not defined, the business unit from the user preferences.
Customer	SetID (required): This field’s default is the SetID defined in the user preferences. Customer (required): This field’s default is blank to select all customers. Customer Level: Select a customer level. This field’s default is No Relationship.
Responsible Party	Required field. Select from Collector, AR Specialist, Credit Analyst, Broker, or Sales Person. This field defaults to Collector.

Preferences – Unapplied Payments

Field or Control	Description
Business Unit	Select a unit. The default is the group unit or, if group unit is not defined, the business unit from the user preferences.
Display Currency	Currency code and rate type are required.