Running the Aging Summary by Unit Report

First, log into the Financial Management System

Click the Classic Home tile.

Click the Add a New Value tab.

The Aging Summary by Unit Rpt search page is displayed. You will use this page to enter the Run Control ID for running this report.

A Run Control ID is an identifier that, when paired with your user ID, uniquely 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 this report, you will want to enter an ID that is easily recognizable by you. 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_AGING_SUM_UNIT "in the Run Control ID field.

Click the Add button.

Enter appropriate information into the SetID  field.

Example shown here: " UGA01 " in the SetID field.

Enter the appropriate information into the  Aging ID field.

Example shown here: " STD " in the Aging ID field.

Enter the appropriate information into the Rate Type field.

Example shown here: " CRRNT " in the Rate Type field.

Enter the appropriate information into the Business Unit field.

Example shown here:  "66001" in the Business Unit field.

Click the Save button.

Click the Run button.

Click the OK button.

Click the Process Monitor link.

You will need to click the Refresh button several times or until the Run Status field displays "Success".

Click the Refresh button.

To view the report, click the Go back to Aging Summary by Unit Rpt link.

Click the Report Manager link.

The Reports List page is displayed.

To update the Reports section, click the Refresh button.

In the Report field, click the appropriate Report AR link.

In the File List section, click the PDF link.

Select the appropriate Report link.

A popup message may display asking if you want to Open, Save or Cancel the report. Select the appropriate option.

Example shown here: Open button.