Using Worksheet Actions

In this topic, you will learn how to use the worksheet actions.

Steps:

1. Begin by navigating to the Payment Worksheet Action page.

    

   Click the Scroll Down arrow.

   Step 1

2. Click the Accounts Receivable menu.

   Step 2

3. Click the Payments menu.

   Step 3

4. Click the Apply Payments menu.

   Step 4

5. Click the Finalize Worksheet 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 Sequence field.

   Step 8

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

    

   Enter "1".

   Step 9

10. Click the Search button.

    Step 10

11. Use the Payment Worksheet Action page to delete a worksheet or a payment group and to select the posting option for the payment.

    Step 11

12. Click the Action list.

    Step 12

13. Click the Batch Standard list item.

    Step 13

14. The system saves your work after you select the OK button on the Payment Worksheet Action page.

     

    Click the OK button.

    Step 14

Congratulations, you have successfully learned how to apply payment on the payment worksheet and selected an appropriate posting option.

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