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author's profile photo Former Member
Former Member

statement/aging

We are on 2005 and I am currently re-writing the aging and statement report, our customers are used to seeing only the open invoices on statements and the built in statement report shows everything- and the aging shows full invoice amounts for invoices that have been partially paid and that confuses our collections/AR people as they are used to only seeing open amounts.

My question is, has this changed at all in 2007?

Also there is no service charge built into statements, so since I am doing a custom statement I will have to pull dunning info from the tables, has this been integrated at all in 2007? Thanks!

CH

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    author's profile photo Former Member
    Former Member
    Posted on Jan 29, 2008 at 05:41 PM

    Chris,

    I don't think dunning charges have been added to the Customer Aging in 2007. But I wish to differ from you in your statement that the Aging shows all Invoices.

    Infact if the payment has been posted on an Invoice, then only the balance due amount show on the Aging and also the statements.

    I am not sure if the payments you are talking about have been received against the invoice or they are payments on account for that BP.

    Also, run your Aging reports By Sales documents.

    Regards

    Suda

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    • Former Member Former Member

      Ok got the field to show but it shows all records not just this bp or related invoice- I assume I should be able to use relate to the document field- is there a link to PLD docs somewhere, I can't seem to locate them. Thanks!

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