Checklist
This report gives the details of customers and their due amount for a particular BU and document type (demand letter, reminder I, reminder II, Final notice, Cancellation letter, etc) generated on statement date.
Select the “Checklist” activity under the “Sales Report – IMS” business component.
The “Checklist” page appears.
- Clicking this icon available near certain fields takes you to the help
page of the respective field.
Enter the following details in the “Filter criteria” group box:
Business Unit |
Use the drop-down list box to select the business unit for which you want to view the checklist details. |
Organization Unit |
Use the drop-down list box to select the organization unit for which you want to view the checklist details. |
The system displays the following.
Company Code |
The code identifying the company. |
Enter the following details in the filter criteria group box:
Statement date |
The date on which the statement is generated. Mandatory |
Document Type |
Use the drop-down list box to specify the type of demand document. The combo is loaded with “Demand Letter”, “Remainder I”, “Remainder II”, “Final Notice” and “Cancellation”. The system displays “Demand Letter” as default on launch of the page. |
Customer code from |
The starting range of the customer code from which you want to view the checklist details. |
Customer code to |
The ending range of the customer code until which you want to view the checklist details. |
Click the “View Report” push button to view the checklist report.
The system displays the checklist report.