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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