Page 9077 "Account Receivables"

Base Application · Microsoft.Finance.RoleCenters · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property	Value
PageType	RoleCenter

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group	Control	Shows	ToolTip
RoleCenter	Headline	part Page 1442 “Headline RC Accountant”	—
	Account Receivables KPIs	part Page 1318 “Account Receivables KPIs”	—
	Acc. Receivable Activities	part Page 9034 “Acc. Receivable Activities”	—
	Reminder Cues	part Page 1319 “Reminder Cues”	—
	User Task Activities	part Page 9078 “User Tasks Activities”	—
	SelfService	part Page 9043 “Team Member Activities No Msgs”	—
	Overdue Customers	part Page 1321 “Overdue Customers”	—
	ReportInbox	part Page 681 “Report Inbox Part”	—

Actions

Group	Action	ToolTip	Runs
Posted Documents	Posted Sales Shipments	Open the list of posted sales shipments.	Page 142 “Posted Sales Shipments”
	Posted Sales Invoices	Open the list of posted sales invoices.	Page 143 “Posted Sales Invoices”
	Posted Return Receipts	Open the list of posted return receipts.	Page 6662 “Posted Return Receipts”
	Posted Sales Credit Memos	Open the list of posted sales credit memos.	Page 144 “Posted Sales Credit Memos”
	G/L Registers	View auditing details for all general ledger entries. Every time an entry is posted, a register is created in which you can see the first and last number of its entries in order to document when entries were posted.	Page 116 “G/L Registers”
Sales Documents	Sales Quotes	—	Page 9300 “Sales Quotes”
	Sales Orders	—	Page 9305 “Sales Order List”
	Sales Invoices	—	Page 9301 “Sales Invoice List”
	Sales Credit Memos	—	Page 9302 “Sales Credit Memos”
Reminder Documents	Reminders	Remind customers about overdue amounts based on reminder terms and the related reminder levels. Each reminder level includes rules about when the reminder will be issued in relation to the invoice due date or the date of the previous reminder and whether interests are added. Reminders are integrated…	Page 436 “Reminder List”
	Finance Charge Memos	Send finance charge memos to customers with delayed payments, typically following a reminder process. Finance charges are calculated automatically and added to the overdue amounts on the customer	Page 448 “Finance Charge Memo List”
	Issued Reminders	View the list of issued reminders.	Page 440 “Issued Reminder List”
	Issued Finance Charge Memos	View the list of issued finance charge memos.	Page 452 “Issued Fin. Charge Memo List”
Reports	Customer - List obsolete Pending 28.0; #if not CLEAN28	View various information for customers, such as customer posting group, discount group, finance charge and payment information, salesperson, the customer’s default currency and credit limit (in LCY), and the customer’s current balance (in LCY).	Report 101 “Customer - List”
	Customer - Balance to Date	—	Report 121 “Customer - Balance to Date”
	Aged Accounts Receivable (Obsolete) obsolete Pending 28.0; #if not CLEAN28	View an overview of when your receivables from customers are due or overdue (divided into four periods). You must specify the date you want aging calculated from and the length of the period that each column will contain data for.	Report 120 “Aged Accounts Receivable”
	Customer - Summary Aging Simp.	—	Report 109 “Customer - Summary Aging Simp.”
	Customer - Trial Balance	—	Report 129 “Customer - Trial Balance”
	Customer/Item Sales	—	Report 113 “Customer/Item Sales”
	Create Recurring Invoices	—	Report 172 “Create Recurring Sales Inv.”
	Reconcile Customer and Vendor Accounts	View if a certain general ledger account reconciles the balance on a certain date for the corresponding posting group. The report shows the accounts that are included in the reconciliation with the general ledger balance and the customer or the vendor ledger balance for each account and shows any di…	Report 33 “Reconcile Cust. and Vend. Accs”
Embedding	Customers	View the list of customers.	Page 22 “Customer List”
	Balance	View a summary of the bank account balance in different periods.	Page 22 “Customer List”
	Sales Orders	Record your agreements with customers to sell certain products on certain delivery and payment terms. Sales orders, unlike sales invoices, allow you to ship partially, deliver directly from your vendor to your customer, initiate warehouse handling, and print various customer-facing documents. Sales …	Page 9305 “Sales Order List”
	Sales Invoices	Register your sales to customers and invite them to pay according to the delivery and payment terms by sending them a sales invoice document. Posting a sales invoice registers shipment and records an open receivable entry on the customer’s account, which will be closed when payment is received. To m…	Page 9301 “Sales Invoice List”
	Sales Return Orders	Compensate your customers for incorrect or damaged items that you sent to them and received payment for. Sales return orders enable you to receive items from multiple sales documents with one sales return, automatically create related sales credit memos or other return-related documents, such as a r…	Page 9304 “Sales Return Order List”
Processing	Create Customer	Create a new customer card.	Page 21 “Customer Card”
	Register Customer Payments	Process your customer payments by matching amounts received on your bank account with the related unpaid sales invoices, and then post the payments.	Page 981 “Payment Registration”
Create Sales Documents	Sales Order	Create a new sales order for items or services.	Page 42 “Sales Order”
	Sales Invoice	Create a new invoice for the sales of items or services. Invoice quantities cannot be posted partially.	Page 43 “Sales Invoice”
	Sales Credit Memo	Create a new sales credit memo to revert a posted sales invoice.	Page 44 “Sales Credit Memo”
Processing	Create Reminder	Create a new reminder for a customer who has overdue payments.	Page 434 “Reminder”
	Direct Debit Collections	Instruct your bank to withdraw payment amounts from your customer’s bank account and transfer them to your company’s account. A direct debit collection holds information about the customer’s bank account, the affected sales invoices, and the customer’s agreement, the so-called direct-debit mandate. …	Page 1207 “Direct Debit Collections”
	Cash Receipt Journal	Open the cash receipt journal to post incoming payments.	Page 255 “Cash Receipt Journal”
	Payment Reconciliation Journals	Reconcile unpaid documents automatically with their related bank transactions by importing a bank statement feed or file. In the payment reconciliation journal, incoming or outgoing payments on your bank are automatically, or semi-automatically, applied to their related open customer or vendor ledge…	Page 1294 “Pmt. Reconciliation Journals”
	General Journals	Post financial transactions directly to general ledger accounts and other accounts, such as bank, customer, vendor, and employee accounts. Posting with a general journal always creates entries on general ledger accounts. This is true even when, for example, you post a journal line to a customer acco…	Page 251 “General Journal Batches”
	Find entries…	Find entries and documents that exist for the document number and posting date on the selected document. (Formerly this action was named Navigate.)	Page 344 “Navigate”
	General Ledger Setup	Configure the setup used for the General Journal.	Page 118 “General Ledger Setup”
	Sales & Receivables Setup	Define your general policies for sales invoicing and returns, such as when to show credit and stockout warnings and how to post sales discounts. Set up your number series for creating customers and different sales documents.	Page 459 “Sales & Receivables Setup”

Extended by

Recent changes

2026-07-30 #9583 636017 Move Sales report action tooltips to report objects (main, BC30, refactor)

Ask your agent

Procedure bodies are not stored here (D10). For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Account Receivables"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.