AR Edit

Form ID: (AR611000)

This report shows the accounts receivable documents that have been entered into the system but not released. You can view the documents for all customers or select a customer for which you want to view documents. Documents are listed by document type, financial period, and document date.

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameter

You use the following parameters to select the information to be displayed on the report:

  • Company/Branch: The company, branch, or company group for which you want to view information. By default, the current company or branch is selected. You can select another branch, company, or company group to which you have access or leave the box blank to view information about all companies in the tenant.

    This parameter is required if the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form.

  • From Period: The first financial period of the period range the report will cover.

    By default, the current financial period is used.

  • To Period: The last financial period of the period range the report will cover.

    By default, the current financial period is used.

  • Customer: The customer for which you want to display data. Select a specific customer by its ID, or leave the box blank to view all the documents.
    The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
    • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
    • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
  • Created By: The user who created the documents for whom you want to view information.
  • Last Modified By: The user who last modified the documents for which you want to view information.
  • Include Transactions on Hold: A check box that you select to include in the report transactions that have the Hold status.