Navigation:  NavBar > Navigator > Accounts Receivable > Pending Items > Online Items > Group Entry

1. Select the Add a New Value tab.

2. Enter the desired information into the Group Unit field.
3. Select the Add button.

4. The Group Control tab displays.  Use it to record the group type, origin ID, currency, and control totals for the pending item group. You can also view the status and posting action selected for the pending items group and the balance status of the existing accounting entries.
5. The Accounting Date field displays the accounting date that is the default for each pending item in the group. The date determines the fiscal year and accounting period to which the pending item is posted.

6. Enter the desired information into the Group Type field.
   • You will specify the group type defined for billing
   • If you do not know the correct type, you may select the magnifying glass icon to look it up
7. Enter the desired information into the Origin ID field.
   • A good example of a group origin ID is OBILL (online billing)
   • The system assigns an origin ID that is valid for external entry to groups that are received through the billing interface
8. Under the Currency section, enter the desired information into the Control field.

9. Enter the desired information into the Control field.
10. Enter the desired information into the Count field.

11. The Received and Entered fields indicate when the group was received into the system and when items were entered. Use these fields to indicate processing delays, such as a department receiving the credit memo on Thursday, but did not enter them until Friday. These fields are informational only and display on inquiry pages.

12. Select the Pending Item 1 tab.

13. The Pending Item 1 tab displays.  Use it to enter information about individual pending items, such as the entry type, reason, payment terms, and discount data.
14. The Accounting Date field displays the date entered on the Group Control page. The date determines the fiscal year and accounting period used to post the item for both Receivables and General Ledger.
15. The As Of Date is usually the same as the accounting date. You may use a different date for aging. You can also use this date to record the invoice date used to calculate payment terms.

16. Enter the desired information into the Item ID field.
    • You will enter a number that describes the pending item, such as the invoice number
    • As you enter pending items, the system assigns each row a sequence number, which appears as you scroll through the pending items on the page
17. Enter the desired information into the Business Unit and Customer fields.
    • A customer can exist in more than one business unit with the same ID
    • The business unit that you specify determines to which customer the pending item is posted. The customer business unit does not need to match the group business unit, although typically it does.
18. Enter the desired information into the Amount and Currency fields.
    • If the entry currency differs from the base currency of the receivables business unit, the system handles the conversion automatically and displays the base currency equivalent
19. Select the Entry Type list and choose the desired item from the drop down menu.
20. Enter the desired information into the Reason field.  Entry types and reasons are among the most important pieces of information associated with a pending item.  They determine how accounting entries are created, how they are carried with the pending item through posting, and how they are considered when history is generated.  They are also used as identifiers for open items, they determine how items are aged, and they determine if accounting entries are included on customer correspondence and drafts.

21. Enter the desired information into the Terms field.
    • This field displays the default payment terms code. You can either change the default, or leave this field blank
    • If you change the default, you cannot use the discount fields.
    • If you leave this field blank, you can fill in the discount amounts and dates of your choice.
22. Select the Add a New Row button.
23. Enter the desired information into the Item ID field.
24. Enter the desired information into the Customer field.
25. Enter the desired information into the Amount field.
26. Select the Entry Type list and choose the desired item from the drop down menu.
27. Enter the desired information into the Terms field.
28. Select the Group Action tab.

29. The Group Action tab displays.  Use it to specify the action that the system performs on a group of pending items, such as posting the group, or creating or deleting accounting entries.
30. The Posting Action group box varies depending in whether you are working with an external group or an internal group.

31. Select the Action list and choose the desired item from the drop down menu.  Valid Action values are:
    1. Batch Priority: Runs the Receivable Update process the next time a priority schedule job runs or the next time a standard scheduled job runs if that occurs first. This option is not intended for large jobs.
    2. RECOMMENDED: Batch Standard: Runs the next time a standard scheduled batch job runs. This may occur once a day depending on how often the organization schedules standard jobs.
    3. Do Not Post: Saves the changes to the group, but no posting takes place. Use this option to change the posting option for a group set to Batch Standard or Batch Priority, if the group has not been processed yet.
    4. Post Now: Runs the Receivables Update process immediately. If the user enabled the notification feature, the system displays a message when the process completes.
    5. Post Now to GL: Runs the Receivables Update process immediately and runs processes to create and post journals to the general ledger. If the user enabled the notification feature, the system displays a message when the process completes.
32. Select the OK button to execute the action.

33. Process complete.