The Work Load Review report provides work queue information of Cash Application Owner/s for a defined period. This will help in analyzing workload of Cash Application Owners. The report lists all work items in the queue of Cash Application Owner/s selected in the query parameters.
It also gives the summary at the top of the report. The report shows detailed information of work items if Yes is selected for the Detail parameter, else the report will only show summary information.
Operating Unit: The name of the operating unit.
Cash Application Owner From: The report should include work items from the given cash application owner.
Cash Application Owner To: The report should include work items to the given cash application owner.
Receipt Date From: The report should include work items from the given receipt date.
Receipt Date To: The report should include work items to the given receipt date.
Customer Account From: The report should include work items from the given customer account.
Customer Account To: The report should include work items to the given customer account.
Work Item Status From: The report should include work items from the given work item status.
Work Item Status To: The report should include work items to the given work item status.
Assignment Date From: The report should include work items from the given assignment date.
Assignment Date To: The report should include work items to the given assignment date.
Detail: Set to Yes if an detailed report is required.
Receipt Number: The receipt number of the work item.
Receipt Date: The receipt date of the work item.
Customer Account Number: The customer account number of the given receipt.
Customer Name: The customer name of the given receipt.
Customer Location: The customer location of the given receipt.
Currency: The currency of the given receipt.
Receipt Amount: The receipt amount of the given receipt.
Unidentified Amount: The unidentified amount of the receipt in the work item.
Unapplied Amount: The unapplied amount of the receipt in the work item.
Cash Application Owner: The cash application owner of the work item.
Work Item Status: The status of the work item.
Assignment Date: The assignment date of the work item.
Cash Application Owner: The cash application owner of the listed work items.
Total Work Items: Total number of work items listed in the report.