Fusion Receivables : How to create AR Transaction in Fusion

Fusion Receivables : How to create AR Transaction in Fusion

 

Here we will discuss , how we can create AR Transaction in Fusion Receivables. I will share you the complete steps in that.

 

Step1:- Navigate to the Create Transaction.

Navigator-->Receivables>Billing-->Tasks/ Transactions/ Create Transaction

 

 

Step2:-In the general information section of the window, select the Transaction Class and the Business Unit for the transaction

 

In the General Information Section entered the below mandatory Information. 

Transaction Source, Transaction Type ,Transaction Date, Accounting Date and Functional Currency details can be entered

 

Enter a customer in the Ship To (optional) and Bill To fields on the Customer tab and Location.  The Ship To and Bill To sites will default.

 

Choose the Payment Terms.

The Payment due date will be calculated and appears beside the Payment Terms drop-down menu.

 

 

 

Step3:-Navigate to the line items section of the window and enter Description or a Memo Line, Quantity and Price. 

 

 

Once Save the Transactions , "Actions" button will get on the invoice Screen and Transaction Number.

 

 

Step4:- To review/ modify the distributions

To review/ modify the distributions, click actions and select edit distributions.

Actions/ Edit Distribution

 

 

 

Step5:- Complete transaction Click on Complete and Review as below.

 

 

 

Step6:- Create Accounting for the Invoice . This will be active once you will save the Transactions complete information.

 

 

 

Fusion Receivables : How to create AR Transaction in Fusion