AR AGing Question

[dmrVA]

I wrote a crystal report to pull more information over for AR Aging. In order for this to be correct, I must run the process AGE CUSTOMER BALANCES.

However, the sales manager wants to use the Macola AR Aging. She said it ages each time the report runs. I thought the only time the AR Aging was accurate as far as in the correct buckets was at month end when I AGED CUSTOMER BALANCES. I told her running the report shows what has been added (invoices) and what has been paid...but as far as being in the correct "aged buckets" this is not updated until this process is ran.

Who is correct?

Thanks

 

[NEmacGuy]

sales manager wins. The aging report will reflect the individual items in aging buckets if you run the report with the settings to do so. The process you are discribing is to update the Dumb Aging buckets on the customer file. There are a few places that may render the buckets, not near a macola screen now, but I believe in OE you see a customers aging buckets. Remimber always look at the date next to buckets. Also if you are in the customer file page 3 has the buckets.

 

[dgillz]

Running AR Statements will update the buckets as well.

The crystal report will return the right data, but it will not update the buckets in the customer record.

If you want to automatically age the AR you can run AR statements as a deferred report every night at midnight (or whenever) and you should be good.

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