Financial Management - PSFT (MOSC)

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Owner Action List only shows actions in 'New' and 'Pnd' status

edited Jun 7, 2019 2:47AM in Financial Management - PSFT (MOSC) 3 commentsAnswered ✓

Hi,

I had a question regarding Owner Action List in Condition Monitor.

The Owner Action List seems to show only the Actions in 'New' and 'Pending' status.

To view the actions in 'Future' status I need to navigate to the Account Overview, Customer Action page, by clicking on the customer link.

Is this how it is designed to work?

Navigation: Accounts Receivable, Customer Interactions, Actions, Owner Action List

Also, Peoplebooks says that I can search by Action Status on the Owner Action List page, but the lookup shows the list of actions not the action status.

Any clarification on the above is appreciated.

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