We want to build a Receivables dashboard by customer eg :
AR TRX with amount AR receipt with amount application un applied Un paid
@Ashish Tralsawala , you might need to explore various Subject Area but start with Receivables, specifically Transactions Real Time and start adding more stuff as required. Please refer the below screenshot. Hope it helps!
FDI has prebuilt subject areas that may cover what you are looking for. First thing to do is to make sure the Accounts Receivable functional area pipeline is activated. This unlocked a number of subject areas. The AR Recipts and Applications area includes the details you are looking for.
Thanks for your response - dashboard view meaning the view as infotile which are currently in ERP eg:
Billing - Incomplete, Adjustment approval, Adjustment research, Import Exceptions
Accounts receivable -Receipt Batches , Loxbox exceptions ,unapplied receipts , In applied credits
Let me know if this be achieved with subject area in OAC for receivables (Financial - AR Receipts and applications)
Thanks
Hi Ashish Tralsawala, you can also get this answer by simply asking AI Concierge in FDI. I copied your question in there - see screenshots attached for the detailed response.
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