How to Access the Billing and Accounts Receivable (BAR) Conversation Panel

 

BAR conversation panel 0

 

  • From IE, log into fms8/fmsprd
  • Click “Accounts Receivable” from Menu on left
  • Click “Customer Interactions” from Menu on left
  • Click “View/Update Conversations” from Menu on left

 

BAR conversation panel 2

 

  • Either create a new run control ID by clicking the “Find an Existing Value” tab and entering a new run control ID name and pressing the yellow “Add button” or
  • Use the “Find an Existing Value” tab and click on a previously set up run control ID from the list
  • Obtain the “Customer” ID from the “Customer” column on the WFO Funding and Cost Report (a.k.a. 737 report) and enter it in the “Cust ID” box on the screen
  • Click the yellow “Search” button at the bottom of the screen

 

BAR conversation panel 2

BAR conversation panel 3

 

  • Click the yellow “Add Conversation” button in the middle section on the far right of the screen.
  • Type in your conversation (example below)

 

BAR conversation panel 4

 

  • Click the yellow “Save” button at the bottom of the screen.
    Note: When entering a conversation, please include the Award No. and date of the conversation, and the invoice number if you have it. Any other information such as amount due etc. is also helpful.