RF Incomplete Invoices Report

Description

Purpose

Oracle Accounts Receivable (AR) module maintains detailed information on incomplete invoices. The Research Foundation (RF) customized the Incomplete Invoices Report to provide a listing of incomplete invoices to determine appropriate action.

This report can be run by customer name or invoice number and can be sorted by customer or invoice number.

A summary of parameters selected is provided at the beginning of the report. This report is used to monitor incomplete invoices in the AR module.

Frequency

This report is run at least monthly to identify incomplete invoices that require action.

Responsibilities with Access

People with the following responsibilities are able to generate this report:

ORG AR Inquiry
ORG AR Billing Specialist

Setting Report Parameters

The following table describes the required and optional parameters to use to run the report:


Parameters	Description (click in the field to see the List of Values)
Required Parameter
Order By		Sort Order is by Customer or by Invoice.
Optional Parameters
Customer Name Low		The customer name that is associated with the award for which the AR invoice was generated. Top of alphabetical range for criteria.
Customer Name High		The customer name that is associated with the award for which the AR invoice was generated. Bottom of alphabetical range for criteria.
Invoice Number Low		The AR Invoice number - The invoice number that Accounts Receivables assigns once an invoice is approved and released, or the invoice number that is assigned to an advance invoice created in AR - Top of range for criteria.
Invoice Number High		The AR Invoice number - The invoice number that Accounts Receivables assigns once an invoice is approved and released, or the invoice number that is assigned to an advance invoice created in AR - Bottom of range for criteria.

Understanding the Output

The following table describes the report output:

Column Heading	Description of Column
AR Number	The AR Invoice number - The invoice number that Accounts Receivables assigns once an invoice is approved and released, or the invoice number that is assigned to an advance invoice created in AR.
Award	If the transaction information is entered, the due date of the transaction.
Date	The date of the invoice.
Customer Name	The customer name that is associated with the award for which the AR invoice was generated.

Helpful Tips

For complete details on running Oracle reports, refer to the Run a Report help topic.
The report is available in PDF and ASCII (TEXT) format. PDF is a formatted, printable version. ASCII can be easily pulled into a spreadsheet or word processor.
Once you select a format and run the report, you cannot change the output format. You will need to run the report again and select the desired output format on the Submit Request window.

Effective Date: 3/14/2007 8:48:41 AM