The Item Details function in the UGA Financial Management System is used to easily view invoice detail by line item. The Item information includes:
In this article you will view the Item Details 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 View/Update item Details page, select:
Main Menu > Accounts Receivable > Customer Accounts > Item Information > View/Update Item Details
The View/Update Item Details search page is displayed.
Enter the appropriate information into the Business Unit field. In the Business Unit field, enter " 66001 ".
To locate the Customer ID, click the lookup magnifying glass next to the Customer ID field.
Click the appropriate Customer ID link.
Click the Search button.
The Search Results are displayed beneath the Search Criteria.
Click the appropriate Customer ID 66-00000006 link.
The Detail 1 Tab is displayed. You can use this tab to view the Item details for the Invoice.
The top section of the tab provides the Accounting Date, Balance and the Original Amount of the Invoice.
UGA is not using Discount Options.
The Customer Relations section provides contact information for the Invoice.
The Payment/Draft Options section on the Tab displays the customer 's 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.
Use the Item Audit History tab to view Audit information.