Performing an Account Balance Inquiry

Overview

Use this job aid to perform account balance inquiries for a name id.

To perform an account balance inquiry:

1. From the Toolbar, click ACR for Accounts Receivable.
2. From the Accounts Receivable menu, select Account Balance Inquiry.

3. In the Name Id box, click Lookup or type * and press Enter, and then select the name id, or type the name id you want to inquire on.

4. Highlight Name Id and Click Select.

5. Highlight the Location and then click Select.

6. Select a Display Option (1-10).

7. Answer the questions based on the selection from step 6.