Accounts Receivable

The Accounts Receivable homepage or workspace shows widgets that provide relevant Distribution SX.e information to accounts receivable clerks, analysts, or managers who perform tasks such processing payments, reconciling purchase orders, reviewing, and adjusting the General Ledger.

To view the CSD Accounts Receivable homepage or workspace, you must be assigned the SX-AccountsReceivable and SX-BIRST-AccountsReceivable user roles in Infor OS Portal User Settings.

To view information in the open order, period balance, and invoice listing information, you must select a customer in the Customer Lookup widget.