Using the Receivable Detail View
Infor CRM Back Office Extension only. Use the Detail view to see information for a selected record. The Detail view consists of information fields, tabs, and a user-defined middle section.
To open the Receivable Detail view, click Receivables on the navigation bar to open the Receivables List view. If necessary, use the Lookup to locate a receivable, and then click the receivable ID to open the Receivable detail view.
On this page you can:
- View a group
- Use the Lookup to search for records
- Switch to the List view: Click
()
from the toolbar or click the current group tab.
Information Fields
The information boxes contain primary information about the receivable. This information cannot be edited. To add or edit this information, go to the integrated application. For specific questions please refer to the documentation for the integrated application or contact administrator.
Detail View Tabs
Each tab shows specific information you can use for receivable related activities. Click a link to see more information about each tab.
| Products | Bill/Ship Address |
| Details | Charges |
User Defined Section
You can drag and drop tabs into the user defined middle section.