Changing Load Receivables

1. Select the LOAD A/R option from the Select An Option window that first appears when you enter the Load Receivables option.

2. Enter the customer ID code that will be used in the Net•Yield system.

If you are uncertain of the customer code or need to add a customer, see Navigating Net Yield - Selecting a Customer ID Code.

3. At the Type field, specify whether this is to be an hand prepared invoice (HI), unapplied cash application (CA), credit memo (CM) or debit memo (DM).

4. Type in the reference number that you want to change in the Reference Number field.

5. Command options will display:

• Change – Select Change to make changes to the load receivable file.
• Delete – Select Delete to delete the load receivable file.
• Print A/R – Select Print A/R to print the load receivable file.

Select Change.

6. Make the necessary changes to the Date and Amount fields. Press Enter through the remaining fields when done. If the reference number is wrong, you will need to delete the transaction and re-enter it using the correct reference number.

7. Command options will appear:

• Update – Select Update to save the changes to the load file.
• Exit – Select Exit to exit and return to the Customer field.

Select Update.

Important: Your changes will not be saved unless you select Update.

For more information on the Load Receivables option see Load Receivables.

Security Required : System - Implementation