Running the Customer Conversation Report

Summary

In this article you will learn the steps to run the Customer Conversation report in order to view customer specific promise to pay information.

Body

   Overview   

The UGA Financial Management System provides the functionality to easily run reports to view consolidated information. In this article, you will learn to run the Customer Conversation report based on a specific date range for a single customer.

In this article you will learn the steps to run the Customer Conversation report in order to view customer specific promise to pay information. 

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

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First, log into the Financial Management System

Click the Classic Home tile.

2. Step 2

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To navigate to the Customer Conversations Report page, select:

Main Menu > Accounts Receivable > Customer Interactions > Conversations > Customer Conversations Report

3. Step 3

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Click the Add a New Value tab.

4. Step 4

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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 ".

5. Step 5

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Click the Add button.

6. Step 6

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The Customer Conversations page is displayed. 

The Report Request Parameters section is used to enter Search Criteria and specific date range information you want to use to run the report. For this report, you want to run it from 02/01/2018 to 06/25/2018.

Leave the From Date field as displayed.

7. Step 7

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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.

8. Step 8

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

Examplw shonw here: " 06/25/2018 ".

9. Step 9

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Click the Save button.

10. Step 10

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Click the Run button.

11. Step 11

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If not already checked, click the check box in the Process List section.

12. Step 12

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Click the OK button.

13. Step 13

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Click the Process Monitor link.

14. Step 14

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

15. Step 15

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The Run Status field displays Success.

16. Step 16

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Click the Go back to Customer Conversations link.

17. Step 17

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Click the  Report Manager  link.

18. Step 18

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Click the appropriate Report link.

19. Step 19

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The File List section is displayed.

Click the appropriate .PDF link.

20. Step 20

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The Customer Conversations Report displays the Promise to pay information.

21. Step 21

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When you have completed your review, close your browser to return to the Report Manager page.
 

Details

Details

Article ID: 149314
Created
Sat 9/24/22 11:10 PM
Modified
Mon 6/10/24 11:01 AM