Changing Collections Queue Column Views

You can display a variety of information about your open invoices by changing the column view. For example, to view credit availability information, select a column view that includes the Credit Avail column. The three views on this screen are:

• Credit/Past Due

• Aging

• Credit Limit

• A/R Trend

To change column views:

1. From the A/R menu, select A/R Collection Queue to display the A/R Collection Queue screen.

2. Display customers with past due balances.

3. Use the Chng View hot key to display the View Choices screen.

4. Select one of the following options to display alternate columns:

• Credit/Past Due View

  Column	Description
  Br	Displays the branch to which the customer is assigned. (View Only)
  Customer	Displays the name of the customer whose A/R information is displayed. (View Only)
  P	Enter one of the following, then use the Print hot key to determine the method by which the collection information is delivered to the customer: Note: You must select the collection item that you want to fax or print before you use the Print hot key. F – Faxes the information to the customer. If you enter F in this column and then use the Print hot key, the system displays the Fax Memo screen so that you can review or edit the faxing parameters that the system uses. Any changes you make at this time will not override the standard Fax Memo settings. For more information, see Sending Faxes. Note: To select multiple customers to fax invoices for, use the Set Print Flag hot key. P – Prints the information so that it can be mailed to the customer. If you enter P in this column and then use the Print hot key, the system displays a prompt to confirm sending the information to your Hold file. For more information, see Viewing Reports on the Spooler. N – Neither faxes nor prints the information.
  Total A/R	Displays the customer's total accounts receivable balance. (View Only)
  Credit Avail	Displays the customer's available credit. (View Only)
  Past Due Bal	Displays the customer's past due balance based on the 31-60, 61-90, 91-120, and Over 120 aging buckets from the A/R Inquiry screen. (View Only) The displayed amount is the sum of the selected aging bucket, based on your setting in the Aging field, plus all older aging buckets. This amount does not include the amount in the Current aging bucket. For more information, see A/R Aging Methods and Examples.

• Aging View

  Column	Description
  Br	Displays the branch to which the customer is assigned. (View Only)
  Customer	Displays the name of the customer whose A/R information is displayed. (View Only)
  P	Enter one of the following, then use the Print hot key to determine the method by which the collection information is delivered to the customer: Note: You must select the collection item that you want to fax or print before you use the Print hot key. F – Faxes the information to the customer. If you enter F in this column and then use the Print hot key, the system displays the Fax Memo screen so that you can review or edit the faxing parameters that the system uses. Any changes you make at this time will not override the standard Fax Memo settings. For more information, see Sending Faxes. Note: To select multiple customers to fax invoices for, use the Set Print Flag hot key. P – Prints the information so that it can be mailed to the customer. If you enter P in this column and then use the Print hot key, the system displays a prompt to confirm sending the information to your Hold file. For more information, see Viewing Reports on the Spooler. N – Neither faxes nor prints the information.
  Total A/R	Displays the customer's total accounts receivable balance. (View Only)
  31 - 60	Displays the amount that is between 31 and 60 days past due. (View Only)
  61 - 90	Displays the amount that is between 61 and 90 days past due. (View Only)
  91 - 120	Displays the amount that is between 91 and 120 days past due. (View Only)
  Over 120	Displays the amount that is over 120 days past due. (View Only)

   

• Credit Limit View

  Column	Description
  Br	Displays the branch to which the customer is assigned. (View Only)
  Customer	Displays the name of the customer whose A/R information is displayed. (View Only)
  (Print)	Displays the method by which the collection information is delivered to the customer when you use the Print hot key. Use the Set Print Flag hot key to move the cursor to the hidden Print column in the Total AR column. Enter one of the following: Note: You must select the collection item that you want to fax or print before you use the Print hot key. F – Faxes the information to the customer. If you enter F in this column and then use the Print hot key, the system displays the Fax Memo screen so that you can review or edit the faxing parameters that the system uses. Any changes you make at this time will not override the standard Fax Memo settings. For more information, see Sending Faxes. Note: To select multiple customers to fax invoices for, use the Set Print Flag hot key. P – Prints the information so that it can be mailed to the customer. If you enter P in this column and then use the Print hot key, the system displays a prompt to confirm sending the information to your Hold file. For more information, see Viewing Reports on the Spooler. N – Neither faxes nor prints the information.
  Total AR	Displays the customer's total accounts receivable balance. (View Only)
  Credit Avail	Displays the customer's available credit. (View Only)
  Credit Limit	Displays the amount of credit your company has authorized this customer to use. (View Only)
  % Limit	Displays the percentage the customer is over or under the established credit limit. (View Only)

   

• A/R Trending

  Column	Description
  Br	(View Only) Displays the branch to which the customer is assigned.
  Customer	(View Only) Displays the name of the customer whose A/R information is displayed.
  S	(View Only) Status of your customer based on the criteria you set.
  Sls/AR%	(View Only) The relationship of sales to A/R outstanding. For example if sales were going down and A/R were going up. This calculation is the ratio between the difference in sales month to month divided by the difference in A/R month to month. Then the system uses this value and subtracts the ratio of last month to the month before to see if they are trending down (A/R going up faster than sales) or up (A/R going down faster than sales).
  Turns	(View Only)  This shows how many days it takes to turn the current A/R balance. For example: Current A/R Sales A/R Turns $1000.00 $1000.00 30 $1000.00 $5000.00 6 $1000.00 $500.00 60 The system calculates turns as follows: A/R Turns (in days) = Total Outstanding A/R / (Last Month’s Sales / 30)
  $Past ADTP	(View Only) Dollars outstanding and due to you that are outside the normal Days to Pay cycle.
  PastDscTkn	(View Only) Number of discounts taken past the available date.

See Also:

A/R Collections Overview

Viewing the A/R Collection Queue

Logging Collection Calls