Search for a Receivables Account

Use this procedure to search for an existing receivables account.

Process Steps:

1. From the Left Navigation menu, click Payments, then Receivables Account Search.

   • The Receivables Account Search page displays.

2. In the Receivables Account Search section:

1. • Enter the Vendor ID or click the search icon, enter search criteria, and select the appropriate vendor identification number (required).

Or

1. • Enter the Case Number or click the search icon, enter search criteria, and select the appropriate case identification number (required).

   • Select the Locality.

   • Select the Status of the receivables account.

3. Click Search.

   • The Receivables Account section displays the search results.

4. To update an existing receivables account:

1. • Click the edit icon next to the receivables account to be updated.

   • Proceed to Update Receivables Account Details.

5. To record a receivables collection for a receivables account:

1. • Click the edit icon next to the receivables account for which collections have to be recorded.

   • Proceed to Collections for a Receivables Account.

Results of the Procedure:

A receivables account is successfully searched.

Updated 05/02/2014