AR data transferred to GL (RPARTG) page

Use the AR Data Transferred to GL page to generate report that shows detail of transactions transferred or ready to be transferred to the General Ledger from another system. The purpose of this report is to provide complete details to help you analyze accounts.

By default, generic filters are available to generate this report. You can use Advanced Filters to customize or expand your filter criteria. For more information on Advanced Filters, click here.

To generate AR Data Transferred to GL Report

1. Open the AR Data Transferred to GL (RPARTG) page.

   a. Select Financial Management > Financial Reports > Accounts Receivable > AR Data Transferred to GL.

   Or

   b. Search for RPARTG in the Navigation box and then select AR Data Transferred to GL.

   The AR Data Transferred to GL (RPARTG) page appears.

2. In the Selection list, select the information you want to view.

3. In the Sort Order list, select how to sort the report.

   The Sort Order field is populated based on the type of report selected in the Selection field.

4. In the Layout list, select the layout in which you want to view the report.

   The Layout field is populated based on the type of report selected in the Selection field.

5. Select the Summary checkbox to obtain a high-level data report.

6. In the Date Range area, enter or select the date range for the report to be generated. You can select the date in the From and To fields only if the Custom option is selected in the Fill Dates area.

   The Date On field is populated based on the type of report selected in the Selection field.

To include the entire time frame, leave the date fields blank.

In the Fill Dates area, you can select from the predefined date ranges. They are:

• Custom:
  Selecting this option enables the From and To fields in the Date Range area.

• Calendar Year:
  Selecting this option displays the Calendar Year field. You can select any of the predefined calendar year formats from the drop-down list.

• GL Periods:
  Selecting this option displays the GL Periods field. You can select any of the predefined GL period formats from the drop-down list.

7. In the Sort Range area, you can sort the information.

   The Sort On field is populated based on the type of report selected in the Selection field.

The available sort ranges are:

• Single- : Select this option to include only one item. Selecting this option enables the From field. Do one of the following:

  a. Type the item reference in the From field.

  b. Click the lookup reference and select the sort of item from the Lookup for From. Select the required sort of item and click Select.

• Range- : Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:

  a. Type the first and last values of the range in the From and To fields.

  b. Click the lookup reference (if available) and select the sort of item from the Lookup. Select the required sort of item and click Select.

• All- : Select this to include all available items.

8. On the toolbar, click Run Report. The Please Select dialog box appears.

   Select Open now to open the report in a new tab or select Notify when Complete to get notification. You can open the downloaded report from My Reports page.

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