On Your Radar

This widget displays all the urgent and important tasks that a Receivables admin must perform.

Note: You can specify the Company and Snooze Duration in the Filter section. By default, the Snooze Duration is set to 24 hours.

The widget comprises of matrices that display the count of urgent and important tasks. You can click a matrix to view the data related to these tasks in the Required Actions widget. These are the available matrices:

  • Invoices with problem code: This matrix displays the count of invoices with problem code . The value in the Problem Code field must be greater than 0. The data in the Required Actions widget is displayed based on the invoices for the specified Company in the Filter section. You can click the Follow up option in the Invoices with problem code window for the selected business partner to view the data in the Invoice-to Business Partner Open Entries (tfacr2520m000) session.
    Note: You can also select the business partner from View all to view the data in the Invoice-to Business Partner Open Entries (tfacr2520m000) session.
  • Open receipts and credit notes: This matrix displays the count of invoices that are open. The data in the Required Actions widget is displayed based on the invoices that are assigned to the currently logged-in Payable Admin.

    You can view the invoices for open receipts if the Document Type field is set to Unallocated Receipt or Advance Receipt on the General tab and the value in the Balance Amount in Home Currency field is greater than 0 on the Balances tab in the Invoice-to Business Partner Open Entries (tfacr2520m000)session. You can click the Follow up option in the Open receipts and credit notes window for the selected business partner to view the data in the Assign Advance/Unallocated Receipts to Invoices (tfcmg2130s000) session.

    You can view the invoices for credit notes if the Document Type field is set to Sales Invoice or Credit Note on the General tab and the value in the Balance Amount in Home Currency field is less than 0 on the Balances tab in the Invoice-to Business Partner Open Entries (tfacr2520m000) session. You can click the Follow up option in the Open receipts and credit notes window for the selected business partner to view the data in the Business Partner - Credit Notes (tfacr2120m000) session.