Viewing A/R Aging Information

Use the A/R or A/P Item Audit screen to view aging information by transaction. This is a view-only screen that lists the bill-to and ship-to accounts for a sales order transaction or the pay-to and ship-from accounts for a purchase order transaction. It also lists the original amount and current balance, the posting, discount, due dates, the date period during which the item was considered to be aged as current, the terms code assigned to the transaction, and the user-defined invoice status code, if one has been assigned.

To view aging information on customer accounts:

From the A/R menu, select A/R Ledger to display the A/R Ledger screen.
Position your cursor on the transaction you want to view information on.
Use the Audit hot key to display the A/R or A/P Item Audit screen with the following information:

Field	Description
ID	The transaction for which this screen is displayed.
Bill-To/Pay-To	The bill-to customer or the pay-to vendor associated with this transaction
Ship-To/Ship-From	The ship-to customer or the ship-from vendor associated with this transaction.
Original Amount	The original transaction amount.
Current Balance	The current balance of the transaction.
Posting Date	The date this transaction was posted to the general ledger.
Discount Date	If this is a sales or purchase order transaction, the date by which the invoice must be paid in order to qualify for a discount on the balance due.
Due Date	If this is a sales or purchase order transaction, the date by which the net amount must be paid to avoid a service charge.
Aged Current	If this is a sales or purchase order transaction, the period of time during which the invoice was considered to be current.
Aging Terms	If this is a sales or purchase order transaction, the terms code assigned to this transaction, as determined on the SOE or POE Header screen.
Invoice Status Cd	If a status code is assigned to this invoice, this code identifies this invoice as being on hold, disputed, or in some way questionable. A status code is assigned to an invoice in Cash Receipts entry, and defined in by the Valid Customer Invoice Status Codes control maintenance record.

Use the following hot keys as necessary:

Hot Key	Function
G/L Postings	Displays the A/R or A/P Adjustments screen, which shows the current general ledger credit distribution that corresponds to the debit on the A/R account for this transaction.
Discounts Avail	Displays a listing of the discounts available to the transaction by discount date and discount amount.