Aged Vehicle Debtors Report

This report combines data from both the Sales Ledger and the new and used vehicle stock books relating to vehicle invoices with outstanding balances.

The report is sorted by age and within age by stock number, new vehicles are printed before used vehicles, and consists of the following:

• Vehicle stock number

• Salesman

• Sales ledger account number

• Customer name (taken from the new or used vehicle field NAME as opposed to the sales ledger account name)

The age of the invoice is calculated based on today's date minus the invoice date and, conditional on that age, the outstanding value is placed in one of the columns.

This report is available as part of the standard End-of-Day process, and is normally configured to run on a daily or at least weekly basis.

To produce an aged vehicle debtors report:

Note: Ensure that a suitable printer is selected and is on-line.

1. From the Rev.8 Master Menu, select the Vehicle stockbooks option and the Company required.

   The VEHICLE STOCKBOOKS menu is displayed.

2. Select the Reports and enquiries option.

   The VS REPORTS AND ENQUIRIES menu is displayed.

3. Do one of the following:

   a. Select the Sales reports option.

   b. Select the Accounts reports option.

   Depending on which option is selected, the Sales Reports or Accounts Reports menu is displayed.

4. Select the Profit and debtors reports option.

   The Profit and debtors reports menu is displayed.

5. Select the Aged vehicle debtors option.

   The Aged vehicle debtors report (VS) form is displayed.

6. Complete the form and click OK.

   A report status is displayed (if the report is printed), and the report is output in the selected format.

7. Click the Close button. You are returned to the Profit and debtors reports menu.

Aged Vehicle Debtors Report (VS) Form

This report is displayed when you select the Aged vehicle debtors option from the Profit and debtors reports menu.

Output type: Enables you to specify the format in which the report is produced:

Print: Prints the report to the currently selected printer

Display: Displays the report

HTML: Outputs the report to file in Hyper-Text Mark-up Language (HTML) format, to be viewed via the default browser

Note: The default setting for Output type is Print.

Enter N or U (Blank = BOTH): Enter New or Used, or leave the field blank to include both new and used vehicles.

Enter Location (Blank = ALL): Enter the location or leave blank for all.

Enter Salesmen (Blank = ALL): Enter the salesman or leave blank for all.

Enter Sales Type (Blank = ALL): Enter the VSB sales order type or leave blank for all.

Cut-off Date (Blank = NONE): Enter a cut-off date for the invoice, or leave blank to print all invoices regardless of date.

PUSH BUTTONS:

OK: Outputs the report in the selected format

Cancel: Returns you to the Profit and debtors reports menu

Help: Displays help on the current program using the default browser

Schedule: Displays the Timed Operations scheduler

Note: The Schedule option is not available when the Output type Display is selected.

Add to batch: Displays an Add report to batch form in which a report may be batched for printing in a report group.

Note: The Add to batch option is not available when the Output type Display is selected.