I'm trying to get the A/P and A/R reports on excel for our auditors,
but I can't figure out how I get the data to run the report for "Aged
as of *any date in the past*". I can get the data for the current
date but I need to know what tables or what criteria is used for
previous dates. In other words, how does the report know what was
open on the first day of the previous month?
Example: invoice 555 was open on May 1st but now it's closed. If I
run the aging for May 1st it's going to show invoice 555 as open. If
I run it for today it's going to show me as closed.
Any help would be appreciated.
Thanks
but I can't figure out how I get the data to run the report for "Aged
as of *any date in the past*". I can get the data for the current
date but I need to know what tables or what criteria is used for
previous dates. In other words, how does the report know what was
open on the first day of the previous month?
Example: invoice 555 was open on May 1st but now it's closed. If I
run the aging for May 1st it's going to show invoice 555 as open. If
I run it for today it's going to show me as closed.
Any help would be appreciated.
Thanks
--- In vantage@yahoogroups.com, Carol Engen <cengen@w...> wrote:
> I have an AR aging Report Builder report that also takes comments
from the
> customer master and displays. We use the comment box to track all
> collection issues using a starting date-initial format and also
using the
> **** **** to specify information which should always remain on
top. The
> vendor's AP e-mail and alternate fax address are stored in VBForms
for more
> convenient report writing. For example:
>
> **** AP contact takes calls on Tuesday and Thursday. History of
only paying
> if called. ****
>
> CE061404: Per call to Jane Doe, invoices number 123, 729 and 167 are
> scheduled for payment by 6/25/04.
>
> CE060404: Per call regarding late invoice - Customer did not
receive invoice
> - faxed.
>
>
> Only most recent is printed. A history of collection issues will
appear
> even when only current invoices are open. Gives you a chance to
watch the
> ones before they cause problems. You have no idea how much pencil
pushing
> your collection person is doing.
>
> Edit Company = in the filter.
>
> I will post to the one-list this afternoon.
>
> Thank you,
>
> Carol Engen
> Controller
> Winona Lighting
> Phone: 507-454-5113, Ext. 314
> Fax: 507-454-4806
> e-mail: cengen@w... <mailto:cengen@w...>
>
> -----Original Message-----
> From: Susan Iverson [mailto:siverson@j...]
> Sent: Tuesday, June 15, 2004 1:01 PM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] A/R Aging Report
>
> Speaking of A/R Agings - does anyone have a modified
version
> of
> Vantage's report that includes invoices which are
past due
> only? (as
> opposed to the Vantage version which includes
EVERYTHING.
>
>
>
> Sue
>
>
>
> -----Original Message-----
> From: Lepley, Scott A. [mailto:sal@m...]
> Sent: Tuesday, June 15, 2004 6:46 AM
> To: 'vantage@yahoogroups.com'
> Cc: Mark Pladson (E-mail)
> Subject: RE: [Vantage] A/R Aging Report
>
>
>
> Hey Paul, you'd be hard-pressed to find someone more
cynical
> than me
> (except
> perhaps our network admin!), but I like looking for
the
> silver lining
> occasionally too. Just think how nice it would be if
we
> were ALL
> running
> Vantage 8.0, with regard to Vantage Development,
Vantage
> Support,
> Vantage
> Education, etc., not to mention that everyone in this
group
> would be
> discussing the same version...
>
> Welcome to Fantasy Island! Smiles, everyone, smiles!
> (oops, there goes
> the
> cynicism...)
>
> Regards,
> Scott Lepley
> Systems Administrator
> Mauell Corporation
> Phone: 717-432-8686, ext. 14
> Fax: 717-432-8688
> Email: sal@m...
> Vantage version: 6.10.509
>
> -----Original Message-----
> From: Todd Anderson [mailto:tanderson@j...]
> Sent: Tuesday, June 15, 2004 9:27 AM
> To: 'vantage@yahoogroups.com'
> Cc: Mark Pladson (E-mail)
> Subject: RE: [Vantage] A/R Aging Report
>
> What a great idea !!!
>
> I think I'll forward this to Mark Pladson ...
>
> -----Original Message-----
> From: Paul Whittle [mailto:pwhittle@j...]
> Sent: Tuesday, June 15, 2004 8:15 AM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] A/R Aging Report
>
> If I was capable of being cynical, I would suspect
that
> Epicor have a
> new
> upgrade philosophy - Issue a patch to introduce a bug
that
> makes using
> the
> current versions intolerable and then fix it in
Sonoma!
>
> Best regards
> Paul Whittle
> Business Process (Quality) Manager
> Jiskoot Autocontrol Ltd
> Tunbridge Wells
> Kent TN1 2DJ UK
>
> Direct Line +44 (0)1892 779975
> Switchboard +44 (0)1892 518000
> Fax +44 (0)1892 518100
> www.jiskoot.com
>
> -----Original Message-----
> From: Mary Horsey [mailto:mhorsey@g...]
> Sent: 15 June 2004 14:00
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] A/R Aging Report
>
> Epicor says they will fix this eventually. It is a
known
> problem.
>
> Mary Horsey
> HR Manager
> Greene Rubber Company
> 20 Cross Street
> Woburn, MA 01801
> 781-497-1851 (p)
> 781-937-7881 (f)
>
> -----Original Message-----
> From: Tricia Simon [mailto:t.simon@r...]
> Sent: Tuesday, June 15, 2004 8:25 AM
> To: Vantage One-List (E-mail)
> Subject: [Vantage] A/R Aging Report
>
> Hi, all!
>
> We are on version 6.0. Has anyone else noticed
that the
> A/R Aging
> report
> doesn't REALLY sort as it says it does????? I know
the
> invoice
> entry/billing process now sorts by the "internal"
customer
> number
> (DUH!).
> Is it possible that the aging report is doing the
same
> thing???? If I
> request to sort by customer name, it sure isn't
printing
> alphabetically!
> Anyone have any ideas?????
>
> TIA!!
>
> Tricia Simon, Controller
> Riten Industries, Inc.
>
>
> [Non-text portions of this message have been removed]
>
>
>
> Useful links for the Yahoo!Groups Vantage Board are:
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> and Crystal Reports and other 'goodies', please goto:
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