In this topic, you will learn how to run the Receivables Update process.
Steps:
Begin by navigating to the Request Receivables Update page.
Click the Main Menu button.
Step 1Begin by navigating to the Receivable Update Request page.
Click the Scroll Down arrow.
Step 2Click the Accounts Receivable menu.
Step 3Click the Receivables Update menu.
Step 4Click the Request Receivables Update menu.
Step 5You can run this process by searching for an existing Run Control ID or you can add a new value.
Step 6Click the Add a New Value tab.
Step 7A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.
Step 8Click in the Run Control ID field.
Step 9
Creating a Run Control ID that is relevant to the process may help you remember it for future use.
Enter the desired information into the Run Control ID field.
Enter "RECUPDATE".
Step 10Click the Add button.
Step 11Use the Receivable Update Request page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.
Step 12Use the Group Unit field to specify the business unit for which you are posting a transfer worksheet.
In this example, retain the default value.
Step 13Use the High Balance Basis Date list to enter the date used when calculating the customer history ID of HI_BAL_AMT. By default, the Receivables Update process uses the run date.
Step 14Use the Accounting Date From field to specify the start date of the accounting period.
In this example, retain the default date.
Step 15Use the Accounting Date To field to specify the end date of the accounting period.
In this example, retain the default date.
Step 16Click the Run button.
Step 17Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.
Step 18You must select a Server Name to identify the server on which the process will run. If you use the same Run Control ID for subsequent processes, the server name that you last used will default in this field.
Step 19Click the Server Name list.
Step 20Click the PSNT list item.
Step 21Click the OK button.
Step 22Notice the Process Instance number appears. This number helps you identify the process you have run when you check the status.
Step 23Click the Process Monitor link.
Step 24Use the Process List page to view the status of submitted process requests.
Step 25The current status of the process is Queued. The process is finished when the status is Success. Continue to click the Refresh button until the status is Success.
Step 26Click the Refresh button.
Step 27The Run Status is now Success.
Step 28Congratulations, you have successfully learned how to run the Receivables Update process.