Purpose

The following guide is intended for employees who are looking to view or complete any of the following actions:

· Answer business questions using the Collections Activity report in the Accounts Receivable Data Hub in Oracle

Terminology

· AR Invoice Number/ Transaction Number: System generated number assigned to each transaction. The values are hyperlinked to a page for further review of transactions information.

· AR Credit Memo: System generated number assigned to each credit memo. The values are hyperlinked to a page for further review of transactions information.

· Customer Name: Name of the customer. The values are hyperlinked to a page for further review of customer information.

Business Questions

· What is the due date of the transaction?

· Utilize the filters to narrow the table to a specified transaction

· View the Due Date column in the table

· What are the transactions in a specified time range?

· Utilize the Accounting Date filter to narrow the table to a specified time range

· View the table for information on the transactions in the specified time range

· Where can you find more information on transactions?

· View the Transaction Number column

· Select the hyperlinked value (blue value)

· Select Manage Transaction Number

· User will be taken out of the report and to a page to review more details on the selected transaction

· Where can I find more information on a customer?

· View the Customer Name column

· Select the hyperlinked value

· Select Manage Customer

· User will be taken out of the report and to a page to review more details on the selected customer

· What was the last action taken to attempt to collect the outstanding debt?

· View the Notes column – this will show the most recent note made by an AR Specialist working to collect payment for the outstanding invoice.

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