You are here: Customer O/A Payment Analysis window
Customer O/A Payment Analysis window
Purpose
Use this window to establish report criteria and generate the Customer O/A Payment Analysis report.
To access this window
Select Customer O/A Payment Analysis on the Report Catalog window - Customer tab and click Run.
Diagram
The following thumbnail illustrates the Customer O/A Payment Analysis window. Click it to view a full-size image.
Item descriptions
Fields and boxes
| Item | Description |
|---|---|
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General report parameters Use the following group of boxes to define the parameters AIMsi will use to identify open account payments to include on a generated report. |
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Customer Type |
Select one or more customer types on which to report. Hold down Ctrl while clicking with the left mouse button to select more than one customer type. By default, all customer types are included on the report. |
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Location |
Select the location you want to report on. |
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Analyze the past __ months. |
Enter the number of months back to include on the report. You can enter up to 60 months. |
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Options for account and invoice aging |
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Only list accounts that have an average number of days to payoff an invoice greater than __ days. |
Enter the minimum number of days of account aging to include on the report. For example, if you enter 90 in this box, only account customers that average 90 or more days to fully pay off an open account will be included on the report. A value higher than 0 is required |
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Also include accounts that have an open invoice that is older than __ days. |
Enter the minimum number of days of invoice aging to include on the report. For example, if you enter 60 here, any open invoices aged 60 or more days will be included on the report. |
Buttons
| Item | Description |
|---|---|
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OK |
Accepts your changes to the window and displays the Select Output Destination window where you can generate your report. |
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Cancel |
Cancels your changes and returns to the Report Catalog window. |
