Tip: It is not necessary to access a credit note to run this report.
To analyse aged debts:
From the Autoline General Motors Operations menu select the Warranty V2 menu option.
The Service, Repair and Warranty Claims menu is displayed.
Select the Warranty payments option.
If there is more than one Point-of-Sale company on your Autoline system, a menu displays a list of them, from which you must select the one required.
The General Motors Warranty 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 General Motors Warranty Claim Payments form, so that you can rectify them before Autoline posts them. If you click Exit you are returned to the Service and Repair Payments menu. If you click Override, the General Motors Warranty Claim Payments form is displayed.
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 clicking 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 of the General Motors Warranty 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 to include in the list generated when you click Run
Graph:
Tip: This grid is populated by entering search Criteria then clicking 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, looking up their links to claim records and displaying any aged debts in the Graph grid
Note: You must enter both SL account and Start date before clicking Run.
Cancel: Returns you to the General Motors Warranty Claim Payments form
Help: Displays this help page
Print: Prints a copy of the list
