Yet another great use for Document Imaging.
Imagine it! The ability to actually see
historical JIB/Land Billing/AFE prepays/Order
Entry invoice copies in AR05 – Owner Portal.
And, if using SSIMICR for revenue check writing,
see historical copies of revenue check
Say that again? Yes… if using Document Imaging,
auto-attach a copy of billings and revenue
backup, etc. to AR05 – Owner Portal (the revenue
check and detail can also be viewed from RP26P -
Owner Paid History). The benefits of this
enhancement cannot even be measured!
This was such a great enhancement when
originally presented in our release. It’s STILL
great and so EZ to implement!
Here’s why it’s so great! In the old days if you
wanted to see a historical JIB for an owner,
you’d have to go into the JB12 Archived Report
Manager (aka ARM), find the correct ARM copy,
and search for the owner(s). Same way with
historical revenue check detail, search through
ARM copies for the correct RPC05V, then search
some more for the owner. Now use AR05 – Owner
Portal for everything!
So convenient! And saves so much time! No more
searching, searching, searching in the ARM for
the owner and detail.
What? AR05 – Owner Portal? Yes…AR05 renamed and
enhanced. By definition, a portal is a great big
door. The AR05 - Owner Portal door opens out to
everything owner-related - JIB and Revenue
history, DOIs, Accounts Receivables history,
etc. Anything related to Accounts Receivables
Owners can be done from the AR05- Owner Portal,
including the historical JIBs, Revenue Check
Here’s how it works! You need Document Imaging
with baskets for AR and Revenue. Need to be
using SSIMICR for revenue check writing. In WM02
Company Maintenance(main screen/right side in
the middle) select Image JIB/AFE Invoices and RP
Checks. Once that’s done, run JIB as normal.
Go-forward, part of the JB13process will
auto-attach the JIB to AR05 – Owner Portal.
Revenue check detail will auto-attach as part of
RPC13, Land Billing as part of the LMB13, Order
Entry as part of OE13, etc.
Tried it once and decided the processing time
took too long? We’ve addressed that. Processing
time has been shortened by as much as 75%.
Granted, processing time for JB13/LMB13/RPC13
might take a minute or two longer – but the
benefits far outweigh a couple extra minutes of
processing time. You’ll get it back ten-fold (at
least!) the first time you use it.
Just like with any Document Image, simply click
on the document number to present the document
in the DI viewer. Review it, print it, email it,
etc. – all right there, at your fingertips, and
designed to make your job EZier!