Lookup Criteria

 

Tickler Report field definitions

Field

Description

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.

Collection Activity Type

Select the type of collection activity from the list.

Collector

Enter the AR Collector Principal Name 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.

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 tool 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 tool to select the date.

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.

 

Click Search button to display the search results on the screen.

 

Click Generate Print File button to generate a pdf file of the Tickler Report.

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