Changing Collections Queue Column Views

You can display a variety of information about your open invoices by changing the column view. For example, to view credit availability information, select a column view that includes the Credit Avail column. The following views on this window are:

• Credit/Past Due

• Aging

• Credit Limit

• A/R Trending

To change column views:

1. From the A/R menu, select A/R Collection Queue to display the A/R Collection Queue window.

2. Display customers with past due balances.

3. From the Change View menu, select one of the following options to display alternate columns:

• Credit/Past Due View

  Column	Description
  Br	Displays the branch to which the customer is assigned. (View Only)
  Customer	Displays the name of the customer whose A/R information is displayed. (View Only)
  Print	Displays the method by which the collection information is delivered to the customer when you use the File > Print/Fax menu option. Enter any of the following: Note: You must select the collection item that you want to fax or print before you use the File > Print/Fax menu option. P- Print - Prints the information so that it can be mailed to the customer. If you enter P in this column and then use the Print hot key, the system displays a prompt to confirm sending the information to your Hold file. For more information, see Viewing Reports on the Spooler. F- Fax - Faxes the information to the customer. If you enter F in this column and then use the Print hot key, the system displays the Fax Memo screen so that you can review or edit the faxing parameters that the system uses. Any changes you make at this time will not override the standard Fax Memo settings. For more information, see Sending Faxes. N None - Neither faxes nor prints the information.
  Total A/R	Displays the customer's total accounts receivable balance. (View Only)
  Credit Avail	Displays the customer's available credit. (View Only)
  Past Due Bal	Displays the customer's past due balance based on the 31-60, 61-90, 91-120, and Over 120 aging buckets from the A/R Inquiry screen. (View Only) The displayed amount is the sum of the selected aging bucket, based on your setting in the Aging field, plus all older aging buckets. This amount does not include the amount in the Current aging bucket. For more information, see A/R Aging Methods and Examples.

   

• Aging View

  Column	Description
  Br	Displays the branch to which the customer is assigned. (View Only)
  Customer	Displays the name of the customer whose A/R information is displayed. (View Only)
  Print	Displays the method by which the collection information is delivered to the customer when you use the File > Print/Fax menu option. Enter any of the following: Note: You must select the collection item that you want to fax or print before you use the File > Print/Fax menu option. P- Print - Prints the information so that it can be mailed to the customer. If you enter P in this column and then use the Print hot key, the system displays a prompt to confirm sending the information to your Hold file. For more information, see Viewing Reports on the Spooler. F- Fax - Faxes the information to the customer. If you enter F in this column and then use the Print hot key, the system displays the Fax Memo screen so that you can review or edit the faxing parameters that the system uses. Any changes you make at this time will not override the standard Fax Memo settings. For more information, see Sending Faxes. N None - Neither faxes nor prints the information.
  Total A/R	Displays the customer's total accounts receivable balance. (View Only)
  31-60	Displays the amount that is between 31 and 60 days past due. (View Only)
  61-90	Displays the amount that is between 61 and 90 days past due. (View Only)
  91-120	Displays the amount that is between 91 and 120 days past due. (View Only)
  Over 120	Displays the amount that is over 120 days past due. (View Only)

   

• Credit Limit View

  Column	Description
  Br	Displays the branch to which the customer is assigned. (View Only)
  Customer	Displays the name of the customer whose A/R information is displayed. (View Only)
  Print	Displays the method by which the collection information is delivered to the customer when you use the File > Print/Fax menu option. Enter any of the following: Note: You must select the collection item that you want to fax or print before you use the File > Print/Fax menu option. P- Print - Prints the information so that it can be mailed to the customer. If you enter P in this column and then use the Print hot key, the system displays a prompt to confirm sending the information to your Hold file. For more information, see Viewing Reports on the Spooler. F- Fax - Faxes the information to the customer. If you enter F in this column and then use the Print hot key, the system displays the Fax Memo screen so that you can review or edit the faxing parameters that the system uses. Any changes you make at this time will not override the standard Fax Memo settings. For more information, see Sending Faxes. N None - Neither faxes nor prints the information.
  Total A/R	Displays the customer's total accounts receivable balance. (View Only)
  Credit Avail	Displays the customer's available credit. (View Only)
  Credit Limit	Displays the amount of credit your company has authorized this customer to use. (View Only)
  % Limit	Displays the percentage the customer is over or under the established credit limit. (View Only)

• A/R Trending

  Column	Description
  Br	(View Only) Displays the branch to which the customer is assigned.
  Customer	(View Only) Displays the name of the customer whose A/R information is displayed.
  Sales to AR %	(View Only) The relationship of sales to A/R outstanding. For example if sales were going down and A/R were going up. This calculation is the ratio between the difference in sales month to month divided by the difference in A/R month to month. Then the system uses this value and subtracts the ratio of last month to the month before to see if they are trending down (A/R going up faster than sales) or up (A/R going down faster than sales).
  Turns	(View Only) This shows how many days it takes to turn the current A/R balance. For example: Current A/R Sales A/R Turns $1000.00 $1000.00 30 $1000.00 $5000.00 6 $1000.00 $500.00 60 The system calculates turns as follows: A/R Turns (in days) = Total Outstanding A/R / (Last Month’s Sales / 30)
  Past Due	(View Only) Dollars outstanding and due to you that are outside the normal Days to Pay cycle.
  Past Disc	(View Only) Number of discounts taken past the available date.
  Status	(View Only) Status of your customer based on the criteria you set.
  Trend	(View Only) Indicates which direction the customer is trending: down (A/R going up faster than sales) or up (A/R going down faster than sales). This data is based on the past three years of customer cycles.

See Also:

A/R Collections Overview

Viewing the A/R Collection Queue

Logging Collection Calls