Generating customer ageing analysis report

Unified Glossary

Basics of using a typical web page

Using Online Help

This report tracks the outstandings of a customer, based on the credit buckets defined earlier.

The “Customer Ageing Analysis Report” page appears.

Finance Book

Use the drop-down list box to select the finance book for which customer ageing details have to be viewed. The system lists all the finance books created in the login organization unit of the company for the selected business unit.

Date

The date for which the customer ageing analysis report has to be generated.

Note: The system displays the current system date by default.

Customer Group

Use the drop-down list box to specify the customer group for which customer ageing details have to be viewed. The system lists all the customer groups defined in the “Customer” business component. By default, the system sets the field to “All”.

Currency

Use the drop-down list box to select the code identifying the currency in which the report has been generated. The system lists all the currencies that have been mapped to the company in the login organization unit. The system displays “All” by default.

Customer Code From

The starting customer code, in the range of customer codes, for which you wish to view the customer ageing report (Alphanumeric, 18). The system leaves this field blank by default.

Help facility available.

Customer Code To

The ending customer code, in the range of customer codes, for which you wish to view the customer ageing report (Alphanumeric, 18). The system leaves this field blank by default.

Help facility available.

Option

Use the drop-down list box to select the type of report you wish to generate.

Select the “Detail” option to view details of the detailed customer ageing analysis.

Select the “Summary” option to view a summarized report of customer ageing analysis.

The system displays “Summary” by default.

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