The UGA Financial Management System allows you to view an item (invoice) in detail. The Item details include customer contact information, conversations, payment, address and audit information if appropriate.
In this article you will review the Item List for the UGA Athletic Association.
Note: This article was recorded using sample values. Actual values may differ in the production version of the UGA Financial Management System.
First, log into the Financial Management System.
Click the Classic Home tile.
To navigate to the Item List page, select:
Main Menu > Accounts Receivable > Customer Accounts > Item Information > Item List
The Item List page is displayed. This page is used to enter your Search Criteria.
Enter the appropriate information into the SetID field.
Example shown here: " UGA01 " In the SetID field
Enter the appropriate information into the Unit field.
Example shown here: " 66001 " In the Unit field.
Click the Search button.
The Item List Tab is displayed. You can use this page to select a specific Item and view additional information.
The Item List section provides information that you can use to examine the Item in more detail.
Item 66-00000010 displays that a Conversation Exists. You can click on this Item to view the details.
To view Item details, click the
66-00000006 link.
Select the appropriate Invoice Item.
The Detail 1 Tab is displayed.
The top section of the tab provides the Accounting Date, Balance and Original Amount of the Invoice.
UGA is not using Discount Options.
The Customer Relations section provides contact information for the Item you are reviewing.
The Payment/Draft Options section displays the customers payment preference.
Click the Detail 2 tab.
This tab is used to view Reference Information.
Click the Item Activity Tab.
Use the Item Activities section to view a single-line entry for item-related activity.
Click the Item Accounting Entries tab.
The Item Accounting Entries tab is used to view the Accounting Information for each Item activity.
Click the Item Audit History tab.
The Item Audit History tab will display audit information if available.
To return to the Item List page, click the Close button.
You are returned to the Item List page where you can choose another Item to review.