PR: How to search for Payments in PDS (11-23-23) | Scribe

    PR: How to search for Payments in PDS (11-23-23)

    • NICOLE HONE |
    • 9 steps |
    • 25 seconds
      1
      Start from the \[MAIN MENU\] of PDS system
      2
      Type "1" \[FINANCIAL MANAGEMENT\], then press "[[enter]]" key
      3
      Type "13" \[ACCOUNTS RECEIVABLE\], then press "[[enter]]" key
      4
      Type "99" \[A/R UTILITY MENU\], then press "[[enter]]" key
      5
      Type "4" \[SEARCH A/R FILE\], then press "[[enter]]" key
      6
      There are two search options for this step. Search for payment by current/active month or by previous/history months. - Search by current month: Type "1" for ACTIVE - Search by previous months: Type "2" for HISTORY Then press "[[enter]]" key
      7
      There are four search options for this step. Most commonly used are to search by dollar amount of payment or the check number. - Search by dollar amount: Type "2" for ORIGINAL AMOUNT - Search by check number: Type "4" for CHECK Then press "[[enter]]" key
      8
      To search by ORIGINAL AMOUNT type in the amount of the payment\ To search by CHECK type in the check number Two examples below are $6240.30 (on left side) and check number 4748 (right side)
      9
      Payment information provided includes the customer account number, account name, date of transaction, amount of transaction, type of transaction. Below example is for check number 4748: One payment is listed at a time. To search for the next record with the same check number simply type "C" \[CONTINUE SEARCH\], then press "[[enter]]" key. Repeat this until desired transaction appears.
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      Tip! Same information appears when searching by dollar amount. The difference is the TYPE of transaction would reflect "PAYMENT", "INVOICE", "DEBIT ADJUSTMENT", etc.