Use this procedure to view transaction data.

   Steps:

1. Using the Collections Agent responsibility, in the Transactions tab of the Collections window, select one of the following transaction classes for a selected account and date range:

   • Invoice

   • Credit memo

   • Debit memo

   • Chargeback

   • Deposit

   • Guarantee

   • Bills Receivable (to be supported in the future)

   • Leasing Invoice (used for Oracle Lease and Finance Management only)

     Note: Leasing Invoice displays only the contract consolidated invoices created prior to the uptake of Oracle Lease and Finance Management. For new contract users, this class is not available.

2. Select Include Current to display transactions that are not past due, delinquent transactions that have been paid, and delinquent transactions for the date range. Select Include Closed to also display transactions with a Closed (paid on time) status for the date range selected.

   Note: Transaction status can be:

   • Current: Not past due or delinquency that has been paid

   • Delinquent: past due

   • Blank: Paid before due date

3. All the transactions pertaining to the date range will be shown in the dynamic table.

   Note: When you select multiple transactions for processing, the application limits the selection to 4000 characters. Select only a few transactions at a time.

4. You can include or exclude the columns from the display by right clicking on the column header.

5. Use the Filtering By option to filter the transactions, if required.

   Note: The filtering option for the transaction data is not available for Sales Order, Score, Paid, or Promise Date columns.

6. If applicable, you can select a transaction, right click and select Reason for Delinquency.

   Select a reason for delinquency from the LOV.

   Note: You can add your own customized reasons for delinquency to the LOV.

   See: Reviewing Delinquencies.

7. If applicable, you can select a transaction, right click and select Transaction Workbench to navigate to AR Transaction Workbench. You can also use the Navigate to > Transaction Workbench menu option.

8. If applicable, you can select a transaction, click Dunning History to display the dunning details. The Transaction Dunning History window opens up. This spread table displays Dunning Details for the selected transaction with order by Creation Date column.

   On right clicking a dunning history record, a popup menu opens up with the following options:

   1. Show Letter

   2. Show Delivered Letter

   3. Show Invoice Letter

   4. Show Delivered Invoice Letter

   5. Show Dunning Transactions

   6. Show XML Data

   7. Show Invoice XML Data

   On selecting any option from the popup menu, the corresponding data get displayed.

Restrictions

If you use Oracle Lease and Finance Management:

To display contract information on the Transaction tab, you must expose the following columns:

• Interface Header Context: displays source of contract (Oracle Lease and Finance Management)

• Interface Header Attribute1: displays contract number.

The Transaction Details window displays information about selected leasing invoices or leasing contracts but the dispute functionality is not available. You can also access Transaction Details from the Lifecycle tab.