To view A/R trend history for a customer:Use the Customer A/R Trend History graphing utility to drill into payment details for your customers. This tool can help you identify which customers are late on their payments and for which customers this behavior is unusual. This type of analysis can help you negotiate with your customers, as needed, and help your customers fulfill their financial obligations.
To view A/R trend history for a customer:
From the A/R menu, select A/R Collection Queue to display the A/R Collection Queue.
Enter the parameters to populate the queue, as needed, and press Enter.
Use the Trend hot key and select Customer A/R Trend to display the Customer A/R Trend History screen.
The following columns display:
Month - Month for which the AR data displays.
Sls - The total sales amount received from the customer.
A/R - The total value of A/R the customer has paid.
Sls AR% - Ratio between the difference in sales month to month divided by the difference in A/R month to month.
Diff - Difference between the numbers in the previous month to the current month by row.
Past Due - The dollar total of invoices dollars due that is longer than Average Days to Pay for this customer.
Use the Change Year arrows to view other years' information. The default is the current year back one 12 month period. For example, if you run this history in March 2009. The system displays information from March 2008 to February 2009.
Press Esc to return to the A/R Collection Queue.
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