Viewing Payment Groups

In this topic, you will learn how to view payment groups.

Steps:

1. Begin by navigating to the Payment Control page.

    

   Click the Scroll Down arrow.

   Step 1

2. Click the Accounts Receivable menu.

   Step 2

3. Click the Receivables Update menu.

   Step 3

4. Click the Posting Results- Payments menu.

   Step 4

5. Click the Payment Group- All Items menu.

   Step 5

6. Click in the Deposit ID field.

   Step 6

7. Enter the desired information into the Deposit ID field.

    

   Enter "1".

   Step 7

8. Click in the Payment ID field.

   Step 8

9. Enter the desired information into the Payment ID field.

    

   Enter "PMT 1".

   Step 9

10. Click the Search button.

    Step 10

11. Use the Payment Control page to review the control totals and group status for the group.

    Step 11

12. Click the Payment 1 tab.

    Step 12

13. Use the Payment 1 page to view item information including amounts, entry type and reason, payment terms, and discount data.

    Step 13

14. Click the Payment 2 tab.

    Step 14

15. Use the Payment 2 page to view assigned support personnel, correspondence information, cash forecasting information, and draft information.

    Step 15

16. Click the Payment 3 tab.

    Step 16

17. Use the Payment 3 page to view consolidated invoice information and user-defined fields.

    Step 17

Congratulations, you have successfully learned how to view a payment group.

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