Working with Items in the My Work Grouplet
The Items link group in the Fluid My Work grouplet includes these links to transaction areas in small and large form factors:
Open Items
Maintenance Worksheets to Post
Transfer Worksheets to Post
Pending Item Groups to Post
Refund Status
|
Items Link Text |
Fluid Page Name and Definition |
Row Counts (in parenthesis) |
Alternate Navigation (Classic) |
Available Group Actions |
|---|---|---|---|---|
|
Open Items page (AR_WC_ITEM_LIST_FL) |
Open items |
Accounts Receivable, Customer Accounts, Item Information, Item List |
Gen Dunning Letter (generate dunning letter) Gen Open Item Rpt (generate open item report) |
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|
Maintenance Worksheets to Post page (AR_WC_ITEMS_SEL_FL) |
Maintenance worksheets available to post |
Accounts Receivable, Receivables Maintenance, Maintenance Worksheet, Finalize Worksheet, Worksheet Action |
Delete Worksheet Batch Priority Batch Standard Do Not Post Post Now Post Now to GL |
|
|
Transfer Worksheets to Post page (AR_WC_ITEMS_SEL_FL) |
Transfer worksheets available to post |
Accounts Receivable, Receivables Maintenance, Transfer Worksheet, Finalize Worksheet, Finalize Worksheet |
Delete Worksheet Batch Priority Batch Standard Do Not Post Post Now Post Now to GL |
|
|
Pending Item Groups to Post page (AR_WC_PNDITM_SEL_FL) |
Pending item groups available to delete or post |
Accounts Receivable, Pending Items, External Items, Group Entry, Group Action Accounts Receivable, Pending Items, Online Items, Group Entry, Group Action Accounts Receivable, Pending Items, Online Items, Overdue Charge Items, Group Action |
Delete Group Batch Priority Batch Standard Do Not Post Post Now Post Now to GL |
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|
Refund Status page (AR_WC_ITEMS_SEL_FL) |
Refund status for payments sent from Receivables to Payables. |
None |
Unpost Refund Email Notification |
Use the Open Items page (AR_WC_ITEM_LIST_FL) to build and view a list of open items that require follow-up based on their status.
The total count displayed with the link is all open items in the system.
Navigation:
Depending on the filters selected for your Open Items page, the grid will show these items:
Disputed
Deduction
Doubtful
Collection
Past Due
By Entry Type (for example, On-Accounts, Prepayments)
Field or Control |
Description |
|---|---|
Actions menu |
Select one or more lines and choose from the actions available in the actions menu:
|
(SFF) Select a line to view read-only line details.
(LFF) Select the More button for a line to view item details in the View/Update Item Details component (ITEM_MAINTAIN), where you can view and update item details, and view item activity and accounting entries.
Use the Maintenance Worksheets to Post page (AR_WC_ITEMS_SEL_FL) to review and manage one or more maintenance worksheets.
Navigation:
Field or Control |
Description |
|---|---|
Actions menu |
Select one or more worksheets and choose from the actions available in the actions menu:
|
(SFF) Select a worksheet to view read-only maintenance worksheet details.
(LFF) Select the More button associated with a worksheet to show the maintenance worksheet details on the Worksheet Application (WS_WORKSHEET_IC) page (Accounts Receivable, Receivables Maintenance, Maintenance Worksheet, Update Worksheet, Worksheet Application), where the user can offset individual debits and credits, write off items, create new items, or refund items.
Use the Transfer Worksheets to Post page (AR_WC_ITEMS_SEL_FL) to review transfer worksheets available to post.
Navigation:
Field or Control |
Description |
|---|---|
Actions menu |
Select one or more worksheets and choose from the actions available in the actions menu:
|
(SFF) Select a worksheet to view read-only transfer worksheet details.
(LFF) Select the More button associated with a worksheet to show transfer worksheet details in the Transfer Worksheet component (Accounts Receivable, Receivables Maintenance, Transfer Worksheet, Update Worksheet), where you can transfer items to another customer or business unit, transfer doubtful receivables, and review and update accounting entries.
Use the Pending Item Groups to Post page (AR_WC_PNDITM_SEL_FL) to review and select one or more pending item groups to delete or post.
The Pending Item Groups to Post page displays pending items—including Online, External, and Overdue Charges items—to be processed in the Receivables system.
Navigation:
Field or Control |
Description |
|---|---|
Actions menu |
Select one or more item groups and choose from the actions available in the actions menu:
All actions except for Post Now and Post Now to GL are allowed for Overdue Charges and External items. |
(SFF) Select an item group to view read-only pending item entry details and access distribution line details.
(LFF) Select the More button associated with a pending item group to show details in the External Pending or Online Pending Item Entry components (Accounts Receivable, Pending Items), where you can enter or update pending item group information.
Use the Refund Status page (AR_WC_ITEMS_SEL_FL) to view status of refunds that were sent from Receivables to Payables. You can take action on the refunds that have been voided or closed in Payables.
Navigation:
|
Field or Control |
Description |
|---|---|
|
Actions |
Select one or more items and choose from the actions available in the actions menu:
|
 |
Click to access the Payment Voucher Details page. See Vouchers For a Payment Page for more details. |