Using the Receivables list view
The list view displays receivables which you can access. You can use and to filter the list of records.
Note: Infor CRM Back Office Extension only. See Back Office
On this page you can:
- Work with records in a grid. See Working with Grids in list views and tabs
- Filter My list. See Using Task Pane filters
- Use the Lookup to search for records. See Using lookup
- View a group. See What are Groups?
- Using the group shortcut menu. See Using the Group Shortcut menu
- Select from the Navigation bar to access the Receivables list view.
- Refresh list information: Click .
- Click the receivable ID to access the Receivable detail view. See Using the Receivable detail view
- Click the account name to access the Account detail view. See Using the Account detail view