It is not necessary to access a credit note to run this report.
To analyse aged debts:
From the Autoline Ford Operations menu select the Warranty menu (v2) option.
The Ford GWE Claims menu is displayed.
Select the Claim payments menu option.
The Service and Repair Payments menu is displayed.
Select the Service and repair payments option.
If there is more than one Point-of-Sale company on your Autoline system, a menu displays a list of them, in which case you must select the required Point-of-Sale company.
The Ford GWE Claim Payments form is displayed.
Note: In the event of non-valid accounts existing, a list of non-valid accounts is displayed instead of the Ford GWE Claim Payments form, so that you can rectify them before Autoline posts them.
Select Reports > Aged debt analysis from the menu bar.
The Aged Debt of Claims form is displayed.
Enter filter Criteria and click Run.
Note: You must enter both SL account and Start date before you click Run.
The number of aged debt claims and their total value, listed by month, are displayed in the Graph grid.
Tip: Double-click a line in the Graph grid to display more details for that month.
This form is displayed when you select Reports > Aged debt analysis from the menu bar on the Ford GWE Claim Payments form. It displays a list of the number of aged debt claims and their total value by month.
Criteria:
SL Account: Identifies a sales ledger account
Start date: Earliest date of items included in the list generated when you click Run
Graph:
Tip: To populate this grid, enter your search Criteria then click Run.
Month: Identifies a monthly period
Value: Total outstanding debt for claims in the Month
Claims: Number of claim records representing outstanding debt in the Month
Tip: Double-click a line in the Graph grid to display more details for that month.
PUSH BUTTONS:
Run: Reads records in the selected SL Account dated after the Start date, looks up their links to claim records, and displays any aged debts in the Graph grid
Note: You must enter both SL account and Start date before you click Run.
Cancel: Returns you to the Ford GWE Claim Payments form
Help: Displays this help topic in a web browser
Print: Prints a copy of the list
