Tip: It is not necessary to access a credit note to run this report.
To analyse aged debts:
From the Autoline Renault Operations menu select the PGCS menu option.
The PGCS Submissions menu is displayed.
Select the Claim payments menu option.
The Service and Repair Payments menu is displayed.
Select the Service and repair payments option and the required point-of-sale company.
The PGCS 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 PGCS 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 be included in the list.
Tip: For each of these you can use the Ellipsis button
.
Graph:
Tip: This grid is populated when you enter search criteria and 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.
Buttons:
Run: Reads records in the selected SL Account dated after the Start date, looking up their links to claim records and listing 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 PGCS Claim Payments form.
Help: Displays this help page in a browser.
Print: Prints a copy of the list to the currently selected printer.