Lookup Criteria

Tickler Report screen definition

Field

Description

Collector

Enter the AR Collector Principal Name or use the lookup  to find it.

Follow-up Date From

To search for collection activities with a follow-up date during a particular period of time, enter the first date in the desired range of dates. You may also use the calendar icon _cal to select the date.

Follow-up Date To

To search for collection activities with a follow-up date during a particular period of time, enter the last date in the desired range of dates. You may also use the calendar icon _cal to select the date.

Collection Activity Type

Select the type of collection activity from the list.

Proposal Number

Enter the proposal number that was billed against on the Contracts & Grants Invoice associated with the collection activity that is to be followed-up on, or use the lookup to find it.

Agency Number

Enter the agency number that was billed on the Contracts & Grants Invoice associated with the collection activity that is to be followed-up on, or use the lookup to find it..

Completed

 

Select whether you wish to view completed, not completed or all collection activities to be followed-up on. 

Click buttonsmall_search to display the search results on the screen.

Click  to generate a pdf file of the Tickler Report.

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