SM Invoice Aging
You can use the SM Invoice Aging report for SM Invoices with an open balance summarized by groupings defined by the user by selecting .
Possible groupings:
- AR Company
- Agreement/Extra/Non-Agr (groups together billings for Agreements, Agreement Extra WOs, and Non-Agreement WOs)
- Agreement/WO# (groups agreement billings by Agreement #, WO billings by WO#)
- Customer (Using the Bill-To Customer)
- Division
- Invoice
- Service Center
- Service Site
|
Report Parameters |
Description |
|---|---|
|
Company |
Accept the default, or press F4 to select a company. |
|
Month |
Enter through month. |
|
Include Invoices Through |
Enter through date for invoices to include. |
|
Include Adjustments/Payments Through |
Enter through date for adjustments/payments to include. |
|
Age on (D)ue or (I)nvoice Date |
Enter D or I. |
|
Aging Date |
Enter aging date. |
|
Days between Columns |
Enter number of days between columns. |
|
Minimum Aging Days |
Enter minimum aging days. |
|
Group 1 |
Click the Field Lookup button or press F4 to select option 1 for grouping data. |
|
Group 2 |
Click the Field Lookup button or press F4 to select option 2 for grouping data. |
|
Group 3 |
Click the Field Lookup button or press F4 to select option 3 for grouping data. |
|
Group 4 |
Click the Field Lookup button or press F4 to select option 4 for grouping data. |
|
Group 5 |
Click the Field Lookup button or press F4 to select option 5 for grouping data. |
|
Beginning Service Center |
Click the Field Lookup button or press F4 to select the beginning service center. |
|
Ending Service Center |
Click the Field Lookup button or press F4 to select the ending service center. |
|
Customer |
Press F4 to select the Customer |
|
Beginning Service Site |
Click the Field Lookup button or press F4 to select the beginning service site. |
|
Ending Service Site |
Click the Field Lookup button or press F4 to select the ending service site. |
|
Beginning Agreement |
Click the Field Lookup button or press F4 to select the beginning agreement. |
|
Ending Agreement |
Click the Field Lookup button or press F4 to select the ending agreement. |
|
Beginning Invoice |
Select the Field Lookup button or press F4 to select the Beginning Invoice |
|
Ending Invoice |
Select the Field Lookup button or press F4 to select the Ending Invoice |
|
Beginning Work Order |
Enter or select the applicable beginning work order. |
|
Ending Work Order |
Enter or select the applicable ending work order. |
Example – Grouped by Customer only
Example – Grouped by Customer and Invoice
