Costpoint Online Help

Prompts

The Accounts Receivable Aging Report prompts includes selections such as company, subperiod end date, and aging bucket configuration.

Prompt Message

Description

Company

Select a company.

Subperiod End Date

Enter or select the subperiod end date.

Primary Group

Select an option from the following list:
  • Customer
  • Customer Type
  • Organization
  • Project
  • Project Manager
  • Project Type
  • Reorganization

Secondary Sort

Select an option from the following list to use as the secondary sort on the report:
  • Customer
  • Customer Type
  • Organization
  • Project
  • Project Manager
  • Project Type
  • Reorganization

Aging Method

Select one of the following options to age by:
  • Due Date
  • Invoice Date

Date to Age By

Enter or select the date to use when determining which aging column the receivable amount belongs in, based on the number of days before this date the invoice date or due date (selected in the previous prompt) falls.

Limit Customers

In the Keywords field, enter a portion of one or more names or IDs to narrow the primary group you selected in the previous field.

To narrow the search, select an option in the Starts with any of these keywords field. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.

Aging Bucket Configuration Use these fields to specify how the report ages the outstanding invoices. The aging ranges are printed as column headings in the report. These columns will contain the invoices that fall within the rage of days past due that you specify in these fields. The column headings are independent of the invoice aging, so be sure that they correspond to what is actually reflected in the columns.

Column 1 aging range

Enter a range to age by in the following three columns. You can edit the default ranges as necessary as long as date ranges do not overlap from column to column .

Defaults from 0 up to 30.

Column 2 aging range

Enter the column range for aging. Defaults from 31 up to 60.

Column 3 aging range

Enter the column range for aging. Defaults from 61 up to 90.

Column 4 aging range

This defaults to the last number in Column 3 aging range plus one.

Set Range

When you edit the default ranges, click Set Range to reset the first numbers in columns 2, 3, and/or 4.