Using the Receivables List View

Infor CRM Back Office Extension only. The List view displays receivables which you can access. You can use groups and lookups to narrow the list of records that display.

On this page you can:

• Work with records in a grid
• Filter my list
• Use the Lookup to search for records
• View a group
• Using the group shortcut menu
• Open the Receivables List view: Select Receivables from the navigation bar.
• Refresh list information: Click (Refresh).
• open the Receivable Detail view: Click the receivable ID to open the Receivable detail view.
• Open the Account Detail view: Click the account name to open the Account detail view.