dtp ireceivables self register

Release 12.1.3Created By Date & Time Version DescriptionSunita Goel 12/21/2009 1.0 Invite a Existing

supplier to iSupplier Portal

iReceivables: Self Registeration DTP

2011

Functional Desk Top Procedures: iReceivables

iReceivables- Self Register

ContentsOverview:...................................................................................................................................................3

Self-Registration:..................................................................................................................................3

Prerequisite:..............................................................................................................................................3

Self-Registration Process:........................................................................................................................3

Log in as customer to your account.........................................................................................................7

of 19Created By: Sunita GoelCopyright © 2011. Paradigm Application Solutions, Inc.All Rights Reserved

Overview:iReceivables is an internet based self-service application that both customers and employees can access to access Receivables data:

Customers can perform extensive inquiries on their own accounts- view account balances and aging

Dispute Bills

Pay Invoices

Review Account balances online

Print copies of invoices and credits

Download statements

View current status of dispute

Contact AR departments for comments and questions on-line

Match credits to invoices

Integrated with iPayment to allow customers to pay online

Can be used for internal inquiry by sales person, the credit department and customer service representatives (they have no ability to transact).

Self-Registration:Allows the customers to self-register to access their account information using web portal.

Prerequisite: Must have customer number, credit memo number, debit memo number, invoice number or

payment number.


PBSO portal must have a link to iReceivables page

Self-Registration Process:The customers will be accessing iReceivables from PBSO portal which will route them to this page:

Step1) Log into PBSO portal Page to access iReceivables

Step 2) Identify yourself by selecting customer number, invoice number, DM, CM, or payment number. Enter the Value for the selection criteria chosen above, enter your valid email address and user name then click ‘Next’


Step 3) Select All Locations or specific location if you more than one location and click on Next which will generate “Access Request” form.

Step 4) Enter all fields. All mandatory fields are denoted by ‘*’. After entering all the fields as designated below, enter ‘Next’


Step 5) Access Request: Review Request page will be generated. Please review information and then click on submit button.

Step 6) you have to check Agreement to Terms and conditions otherwise this message will be generated:

Click on ‘Submit’ button again and a message will generate for your request

You will get an email to your email you registered under.


Log in as customer to your accountOnce you are successfully registered you can log into your account via PBSO internal portal

Step 1) Log into your account using your username and password from self registration

Step 2) Click on iReceivables Account management Responsibility:


Step 3) Click on Customer Access menu

Home page will be generated:


You can view your current balances or click on to see aging of your balances. You can click on Overdue Receivables to see details of overdue receipts.


You can change the format to EXCEL, PDF, or RTF and click on export to export the data or alternatively click on transaction number to see transaction details.

Click on Transaction Number:


You can export the data, click on printable page to print the transaction, Dispute or view activities against the transaction.

Activities:

Click on Export:

Choose open with or save file


Click on OK

File is opened in Excel format

Click on Printable Page:


Click on ‘X’ to close the form or print the page

Click on ‘Dispute’ to dispute a transaction


Select reason for dispute and click ‘Next

Enter Amount or percent and comments and click on ‘Next’ to proceed with dispute. Review credit page will be generated. Click on Submit to confirm


You can return to account details or View Credit memo request:

View CM request:

This is a request, once approved credit will be generated

Click on Return to account details


You can modify your search to view transactions by an status, by specific transaction type or use advanced search functions:


Click on More search options to restrict your search:

For example to search by specified dates, click on transaction date from and to button and then ‘Go’ button.


You can click on tab ‘Home’ to go back home any time.

Down load statement:


dtp ireceivables self register

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