AR Register

Form ID: (AR621500)

This report lists all the accounts receivable documents that have been released in the system. On the report form, you can specify the document type you want to view in the report and the financial period or range of periods you want to report on, among other selection parameters.

The report shows documents arranged by type, date, and customer. Document amounts are displayed in the original currency and in the base currency.

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 Parameters

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 financial period that begins the date range for which data will be displayed. The list of periods contains all the periods, including the closed ones.

    By default, the current financial period is used.

  • To Period: The financial period that ends the date range for which data will be displayed. The list of periods contains all the periods, including the closed ones.

    By default, the current financial period is used.

  • Document Type: The type of document you want to view. Select one of the available types, or leave the box blank to view documents of all types.
  • Project: The project for which you want to view information. You can select the project to view only documents related to this project, or leave the box blank to view the documents related to all projects.
  • Customer: The customer for which you want to display data. Select a customer, or leave the box blank to view documents of all customers.
    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 which you want to view information.
  • Last Modified by: The user who last modified the documents for which you want to view information.