Running the Customer Conversation Report

First, log into the Financial Management System

Click the Classic Home tile.

Click the Add a New Value tab.

The Customer Conversations page is displayed. This page is used to add a Run Control ID for the specific report request process you wish to run.

A Run Control ID is an identifier (name) that identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures when a process runs in the background, the system does not prompt you for additional values.

Note: To use the same Run Control ID for future jobs where you want to run the Customer Conversation report, you will want to enter an ID that you easily recognize. One good option is to start with the initials of the module you are working in, followed by the name of the process. 

Enter the appropriate information into the  Run Control ID  field.

Example shown here: "AR_CUSTOMER_CONVERSATION ".

Click the Add button.

To make sure the most recent conversations are included in the report, change the To Date field to today's date, 06/25/2018.

Enter the appropriate Date in the To Date field. 

To clear the field, press the Delete key.

Enter the appropriate information into the To Date  field. In the To Date field,

Examplw shonw here: " 06/25/2018 ".

Click the Save button.

Click the OK button.

Click the Process Monitor link.

Click the Refresh button several times, or until the Run Status field displays "Success" .

Click the Go back to Customer Conversations link.

Click the  Report Manager  link.

Click the appropriate Report link.

The File List section is displayed.

Click the appropriate .PDF link.