Underpayment - Leaving Item Open

In this topic, you will learn how to leave an item open.

Steps:

1. Begin by navigating to the Create Worksheet page.

    

   Click the Main Menu button.

   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 Create Worksheet menu.

   Step 5

6. Click the Search button.

   Step 6

7. Click the Reference Criteria list.

   Step 7

8. Click the Specific Value list item.

   Step 8

9. Click the Look up Qual Code (Alt+5) button.

   Step 9

10. Click the Item link.

    Step 10

11. Click the Look up Reference (Alt+5) button.

    Step 11

12. Click the GR-0000009-RMB link.

    Step 12

13. Use the scrollbar to view additional information on the page.

    Step 13

14. Click the Build button.

    Step 14

15. Click in the Pay Amt field.

    Step 15

16. Enter the desired information into the Pay Amt field.

     

    Enter "800".

    Step 16

17. Click the Save button.

    Step 17

18. Click the Worksheet Action link.

    Step 18

19. Click the Action list.

    Step 19

20. Click the Batch Standard list item.

    Step 20

21. Click the OK button.

    Step 21

22. To post a payment into a customers account, navigate to the Request Receivables Update page and run "ARUPDATE".

    Step 22

23. Click the Accounts Receivable button.

    Step 23

24. Click the Receivables Update menu.

    Step 24

25. Click the Request Receivables Update menu.

    Step 25

26. Click the Search button.

    Step 26

27. Click the ARUPDATE link.

    Step 27

28. Click the Choose a date (Alt+5) button.

    Step 28

29. Click the Current Date link.

    Step 29

30. Click the Run button.

    Step 30

31. Click the OK button.

    Step 31

32. Click the Process Monitor link.

    Step 32

33. Click the Refresh button.

    Step 33

34. Continue to click refresh until the Run Status shows "Success" and the Distribution Status shows "Posted".

    Step 34

35. Click the Accounts Receivable button.

    Step 35

36. Click the Collections Workbench menu.

    Step 36

37. Click the Look up SetID (Alt+5) button.

    Step 37

38. Click the USCSP link.

    Step 38

39. Click the Look up Customer (Alt+5) button.

    Step 39

40. Click the SPN0000003 link.

    Step 40

41. Click the Search button.

    Step 41

42. Click the Items tab.

    Step 42

43. Use the scrollbar to view additional information on the page.

    Step 43

44. Click the GR-0000009-RMB link.

    Step 44

45. Click the Item Activity tab.

    Step 45

46. Verify that the item is open by showing a balance in the Amount field.

    Step 46

47. Click the OK button.

    Step 47

48. Click the Home link to begin a new navigation.

    Step 48

Congratulations, you have successfully learned how to leave an item open.

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