Creating user sort transaction records

Use this procedure to create user sort transaction records from invoice, debit memo, and credit memo transaction records. User sort transaction records provide an indexed access to the receivable invoice detail record for external systems.

  1. Sign in as Receivables Specialist, Receivables Manager, or Receivables Administrator.
  2. Select Run Receivables Processes > User Sort File Build.
  3. Specify this information:
    Print Option
    Select whether to print the custom sort file. If you select Print, a large file may be generated.
  4. Click OK to process this action now or click Schedule to schedule the process to run later.