How to Transfer an Accounts Receivable

You can transfer a receivable from one entity to another. The typical reason for a transfer occurs when there is a change of ownership.

You can transfer the following types of receivables:

• Advanced Payment Receivable
• Claim Receivable
• Gross Level Receivable

Optionally you can:

• Add an accounts receivable.
• View or add notes. To view or add notes for this record, on the action bar, click Notes.
• View audit details. To retrieve audit information, close any open panels and, on the action bar, click Audit Log. To view the details for a particular record, click Audit.
• Attach a document. To attach a document for this record, on the action bar, click Attachment.
• View documents. To view documents for this record, on the action bar, click View Documents.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To transfer a receivable

1. On the Financial menu, click Account Receivable.

2. Search for the account receivable.

   Depending on which type of account receivable you are transferring, the Gross Level, Advanced Payment, or Claim Receivable page is displayed.

3. On the action bar, click Transfer.

4. On the Transfer page, in the Transfer To panel, complete the fields.

5. On the Transfer action bar, click Save.

   All information from the original account receivable is transferred to a newly created account receivable that contains the new financial entity information. The balance amount of the original account receivable is set to zero.

See Also

Transfer Page

Gross Level Page

Advance Payment Page

Claim Receivable Page

About Transfers

What Is Accounts Receivable?

About Financial

Version as of 5/16/14.