Writing Off An Item

In this topic, you will learn how to write off an item.

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 Receivables Maintenance menu.

   Step 3

4. Click the Maintenance Worksheet menu.

   Step 4

5. Click the Create Worksheet menu.

   Step 5

6. Click the Add a New Value tab.

   Step 6

7. Click the Add button.

   Step 7

8. Click the Reference Criteria list.

   Step 8

9. Click the Specific Value list item.

   Step 9

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

    Step 10

11. Click the Item link.

    Step 11

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

    Step 12

13. Select the item which needs to write-off.

     

    Click the GR-0000009-RMB link.

    Step 13

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

    Step 14

15. Click the Build button.

    Step 15

16. Please verify that your user ID has write-off access. If not contact to administrator to provide the access to write off the items.

     

    Select the Type as "Write-off A Debit" to write off the open balance.

    Step 16

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

    Step 17

18. Click the Write-off A Debit link.

    Step 18

19. Click the Save button.

    Step 19

20. Click the Worksheet Action link.

    Step 20

21. Click the Action list.

    Step 21

22. Click the Batch Standard list item.

    Step 22

23. Click the OK button.

    Step 23

24. Click the Accounts Receivable button.

    Step 24

25. Click the Receivables Update menu.

    Step 25

26. Click the Request Receivables Update menu.

    Step 26

27. Click the Search button.

    Step 27

28. Click the ARUPDATE link.

    Step 28

29. Click the Run button.

    Step 29

30. Click the OK button.

    Step 30

31. Click the Process Monitor object.

    Step 31

32. Click the Refresh button.

    Step 32

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

    Step 33

34. Click the Accounts Receivable button.

    Step 34

35. Click the Item Information link.

    Step 35

36. Click the Item List 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 Status list.

    Step 41

42. Click the Closed list item.

    Step 42

43. Click the Search button.

    Step 43

44. Click the GR-0000009-RMB link.

    Step 44

45. Click the Item Activity object.

    Step 45

46. Click the OK button.

    Step 46

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

    Step 47

Congratulations, you have successfully learned how write off an item.

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