|
The AR Invoice Detail table tracks, by fiscal period, the transaction activity related to the invoices contributing to AR: invoice posting, receipts, adjustments, and discounts taken. It also displays the balance due and invoice age as of the end of each period. |
In this topic |
If the AR Invoice Detail table is not visible, click the AR Invoice Detail tab:
|
Data Item |
Description |
|
Invoice Amount |
Total invoice amount. |
|
Discount Amount |
Total amount of discount taken during the period. |
|
Received Amount |
Total payment received during the period. |
|
Adjustment Amount |
Total amount of adjustments during the period. |
|
Balance Due |
Unpaid balance as of the current date or, for prior periods, as of the end of the period. |
|
AR Days Old |
Age of the invoice in days as of the current date or, for prior periods, as of the end of the period. |
For more information on AR data and how invoices are aged, see AR and DSO: Data Sources and AR and DSO: Key Concepts.
The following options on the User Options tab affect this table:
Org or Reorg
For a description of how this option affects AR and DSO Analytics, see User Options That Affect AR and DSO.
Click 
to display the table at its
maximum size so you can read it and interact with it more easily. Click
to restore the table to its original size and location
on the tab.
You can narrow the focus of this table by selecting a cell in the table.
If you click a cell in a column that contains filter values, the table is filtered based on the selected value. If multiple rows have the selected value in that column, all of those rows are selected.
If you click a cell in a column that contains numeric data, the table is filtered for the combination of filter values in that row. Generally that focuses the table on that row only.
If you focus the table by clicking a cell, Costpoint Analytics applies the same change, as appropriate, to all other analytic objects.
By default, this table is sorted in ascending order by the invoice ID.
To sort the table based on the values in one of the columns, double-click the column heading for that column.
To change the sort order from ascending to descending or from descending to ascending, double-click the column heading of the current sort column.
Click 
to send the data underlying
the table to Microsoft Excel. More...
In addition to the actions described above, you can also do the following:
Print the table.
Email the table.
Export table data to a CSV file.
Attach a note to the table.
For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.