Viewing Item Activity from a Payment

Summary

In this article you will view a payment on the Item Activity page.

Body

Overview

The UGA Financial Management System allows you to review payment entries for items posted against payments. In this article, you will review a payment entry made for an item.

In this article you will view a payment on the Item Activity page.

Note: This article was recorded using sample values. Actual values may differ in the production version of the UGA Financial Management System.

1. Step 1

In financial managment system select classic home tile

First, log into the Financial Management System.

Click the Classic Home tile.

2. Step 2

To navigate to the Item Activity From a Payment page, select:

Main Menu > Accounts Receivable > Customer Accounts > Item Information > Item Activity From a Payment

3. Step 3

The Item Activity From a Payment search page is displayed.

Enter the appropriate information into the Search Criteria fields.

To locate the Payment, in the Deposit Unit field, enter " 18003 ".

4. Step 4

Business unit field selected, enter value here

In the Business Unit field, enter a valid value e.g. " 66001 ".

5. Step 5

Click the Search button.

6. Step 6

The Item Activity From a Payment page is displayed. You can use this page to view payments for a specific Customer.

7. Step 7

Acctg Date, Posted Date, Payment ID and Payment Amoun shown on top of page

The top section of the page displays the Acctg Date, Posted Date, Payment ID and Payment Amount.

8. Step 8

The Activity 1 tab of the Item Activity section displays the Unit, Customer and Name information, Group ID, Item ID, Type and Payment ID. The Payment Amount and Currency fields are also populated.

9. Step 9

The Totals section of the page displays the Total Amount of payments associated with the Payment ID.

Details

Article ID: 148974

Created

Sat 9/24/22 10:59 PM

Modified

Mon 3/9/26 12:07 PM