Suspense

Applies to: Bank Center, Broker Center, and Vendor Center.

The Suspense view enables you to create, view, and/or update tasks that have been logged for follow-up. More...ClosedAll suspense items related to the selected bank, broker, company, employee or vendor are shown in the list.  (To view only suspense items assigned to you, see the Suspense View on the Home Center.)

In the Bank, Broker, Employee or Vendor Center, search for and select a specific entity (name) appropriate for the center. Select Views > Suspense from the sidebar menu.

A brief summary of the Bank, Broker, and Employee you are viewing. The Summary appears below the entity's name. Click a link below for more information about the summary for that entity:

View Options

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Key View Options

Date Range

Select one of the pre-defined date ranges from the drop-down list on the left, or enter your own dates in the From/To fields on the right.

Date From/To

Enter a full date range or choose only a From date to see all items beginning with that date through current date. Alternately, choose only a To date to see all items from the date you began using AMS360 through the date entered.

Action

 Select an Action to filter the list to suspense items with that Action. Actions are set up by the system administrator in Activity Suspense Setup.

Color Setup

 Use the Color Picker to assign colors to suspense items that are Due Today and Past Due so that you can easily identify them in the list.

Max # of Records Returned

 Enter the maximum number of records to be displayed in a single page of the list. By default, AMS360 displays the first 100 records unless you enter a higher maximum number in this field.

To see the data that meets your selection criteria, click Apply View.

 Key Fields

Info

 Click the icon to open the View Suspense form where you can view detailed information about the suspense item. More...

Due Date

The date on which the suspense item is due. Click the Due Date link to open the Activity/Suspense form where you can view or make changes to the suspense information. More...

By

The person who created the suspense.

To

The person who has been assigned responsibility for reviewing and completing the task.

Action

The action to take on the suspense item. (e.g., Appointment, Fax, Follow-up).

Status

Displays only incomplete suspense.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

Click New Suspense in the toolbar and complete the fields on the Activity/Suspense data entry form. More...

To change the status of an incomplete suspense to complete, do the following:

  1. Click the check box(es) corresponding to the item(s) you want to change.
  2. In the toolbar, click Change Complete Status.
  3. Click OK to confirm that you want to change the status.

You may delete only one suspense item at a time.

Deleting a suspense item removes it permanently from the database. Consider changing the status of the item to Complete instead of deleting it.

  1. Click the check box corresponding to the item you want to delete.
  2. In the toolbar, click Delete.

    If you select multiple items, the Delete button is not available. Click the check box again to de-select an item.
  3. A message asks you to confirm that you want to delete the item.  Click OK to delete the item.

    The selected suspense item is removed from the list and cannot be retrieved.

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.