Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching 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 any option from the following list:
  • Customer
  • Customer Type
  • Organization
  • Project
  • Project Manager
  • Project Type
  • Reorganization

Secondary sort:

Select any 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.

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.