Page 4 - How do I Add a Customer Note

Add a Customer Note

View the Aging Report with Notes

Navigator > Reporting Tools > Emory Custom Reports > University > General Accounts
Receivable > Central Staff Only > Aging By Chartfield-With Notes

You can use an existing Run Control ID or add a new value.

1 1. Click the Add a New Value tab.

2. Enter the Run Control ID.
2 3. Click the Add button.

3

The Report Request Parameters page displays.

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5

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4. Enter the As of Date.

5. Enter the AR Business Unit.

6. Enter other criteria as needed.

 If you leave the remaining fields blank, the report will return all aged items in the business unit.

The Process Scheduler Request page displays.

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