Entering IN Pending Item and Post

In this topic, you will learn how to create an online pending item.

Steps:

1. Begin by navigating to the Group Entry page.

    

   Click the Main Menu button.

   Step 1

2. Click the Accounts Receivable menu.

   Step 2

3. Click the Pending Items menu.

   Step 3

4. Click the Online Items menu.

   Step 4

5. Click the Group Entry menu.

   Step 5

6. Click the Add a New Value tab.

   Step 6

7. Click the Add button.

   Step 7

8. Click the Look up Group Type (Alt+5) button.

   Step 8

9. Click the Billing link.

   Step 9

10. Click the Look up Origin ID (Alt+5) button.

    Step 10

11. Click the Online Bill Entry link.

    Step 11

12. Enter the total amount of all pending items in the group.

     

    Enter the desired information into the Control field.

     

    Enter "500".

    Step 12

13. Enter the number of total pending items in the group.

     

    Enter the desired information into the Count field.

     

    Enter "1".

    Step 13

14. Click the Pending Item 1 tab.

    Step 14

15. Click in the Item ID field.

    Step 15

16. Enter the desired information into the Item ID field.

     

    Enter "DRITEM".

    Step 16

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

    Step 17

18. Click the NASA link.

    Step 18

19. Click in the Amount field.

    Step 19

20. Enter the desired information into the Amount field.

     

    Enter "500".

    Step 20

21. Click the Entry Type list.

    Step 21

22. Click the INV list item.

    Step 22

23. Click the Look up Reason (Alt+5) button.

    Step 23

24. Click the RMB link.

    Step 24

25. Click the Look up Terms (Alt+5) button.

    Step 25

26. Click the Due in 30 Days link.

    Step 26

27. Click the Accounting Entries tab.

    Step 27

28. Click the Create button.

    Step 28

29. Insert all of the missing ChartField strings.

    Step 29

30. Click the Look up Oper Unit (Alt+5) button.

    Step 30

31. Click the GENERAL FUND link.

    Step 31

32. Click the Look up Fund (Alt+5) button.

    Step 32

33. Click in the Fund Code field.

    Step 33

34. Enter the desired information into the Fund Code field.

     

    Enter "F".

    Step 34

35. Click the Look Up button.

    Step 35

36. Click the COLLEGE WORK STUDY CLEARING link.

    Step 36

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

    Step 37

38. Click in the Department field.

    Step 38

39. Enter the desired information into the Department field.

     

    Enter "18".

    Step 39

40. Click the Look Up button.

    Step 40

41. Click the MDC SCH OF MEDICINE link.

    Step 41

42. Click the Look up Class (Alt+5) button.

    Step 42

43. Click the Institutes and Research Complex link.

    Step 43

44. Click in the PC Bus Unit field.

    Step 44

45. Enter the desired information into the PC Bus Unit field.

     

    Enter "USCSP".

    Step 45

46. Click the Look up Project (Alt+5) button.

    Step 46

47. Click the 20000004 link.

    Step 47

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

    Step 48

49. Click the Group Action tab.

    Step 49

50. Click the Action list.

    Step 50

51. Click the Batch Standard list item.

    Step 51

52. Click the OK button.

    Step 52

53. Next, you will run a Receivables Update to post the pending item to the customer account.

    Step 53

54. Click the Accounts Receivable button.

    Step 54

55. Click the Receivables Update menu.

    Step 55

56. Click the Request Receivables Update menu.

    Step 56

57. Click the Search button.

    Step 57

58. Click the ARUPDATE link.

    Step 58

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

    Step 59

60. Click the Current Date link.

    Step 60

61. Click the Run button.

    Step 61

62. Click the OK button.

    Step 62

63. Click the Process Monitor link.

    Step 63

64. Click the Refresh button.

    Step 64

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

    Step 65

66. Click the Accounts Receivable button.

    Step 66

67. Click the Collections Workbench menu.

    Step 67

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

    Step 68

69. Click the USCSP link.

    Step 69

70. Click the Look up Unit (Alt+5) button.

    Step 70

71. Click the USCSP link.

    Step 71

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

    Step 72

73. Click the SPN0000001 link.

    Step 73

74. Click the Search button.

    Step 74

75. Click the Items tab.

    Step 75

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

    Step 76

Congratulations, you have successfully learned how  to create an online pending item.

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