Working with Receivables

Use the Receivable details page to view the information for a selected receivable.
Note: You can view this page only if Back Office extension is enabled. See details page to view the information for a selected receivable. Back Office Extension overview

You can access the Receivable details page from these entities:

  • Account
  • Bill To
  • Ship To
  • Pay From

To view the Receivable details page:

  1. Select Receivables from the navigation pane. The Receivables list page is displayed.
  2. Click the receivable ID. The Receivable details page is displayed.
  3. Click View More to view this information:
    Receivable ID
    The unique Receivable ID defined by the host system.
    Description
    A brief description of the receivable.
    Account
    The account associated with the receivable.
    Status
    The status of the Receivable. Possible values:
    • Open
    • Paid
    • Pending
    • Dispute
    • Write Off
    Payment Term ID
    The ID of the payment condition or conditions that must be met.
    Document Date
    The receivable integrated content is valid up to this date.
    Receivable Amount
    The invoice outstanding balance in local currency.
    Extended Amount
    The receivable total amount not including taxes or charges in local currency. For orders, this is typically the Unit Price times the Order Quantity.
    Total Amount
    The receivable total amount inclusive of tax and all add-on charges and discounts in local currency.
    Receipt Amount
    The amount to be received in the next payment in local currency.
    Received Amount
    The amount received in local currency.
    Last Modified Date
    The date on which the receivable has been last modified in the host system.
  4. Click the History tab to view the history of the activities performed on the selected receivables.
  5. Click the Files tab to view the history of the attachments uploaded to the record.
  6. Expand or Collapse an entity related section to add, review or modify the data defined for the various entities linked to the Receivables.
  7. Click Save.
    You can use the other functions from the Detail view toolbar.
    Note: Use the Detail Menu to access:
    • Accounting
    • Sync History
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