Use the Customer A/R Trend History graphing utility to drill into payment details for your customers. This tool can help you identify which customers are late on their payments and for which customers this behavior is unusual. This type of analysis can help you negotiate with your customers, as needed, and help your customers fulfill their financial obligations.
To view A/R trending history, you must run the A/R Collection Queue driver using the A/R Trend or Both option.
To view A/R trend history for a customer:
From the A/R menu, select A/R Collection Queue to display the A/R Collection Queue.
Enter the parameters to populate the queue, as needed, and click Update.
If you want to see the trend information before launching a graph, from the Change View menu, select A/R Trending to change the columns displayed.
From the Inquiries menu, select A/R Trending History to display the Customer A/R Trend History window.
Use the following check boxes to change the graph layout to include or exclude the data:
Total A/R - The total value of A/R the customer has paid.
Total Sales - The total sales amount received from the customer.
$Past ADTP - The dollar total of invoices dollars due that is longer than Average Days to Pay for this customer.
Sales to A/R Percentage - Ratio between the difference in sales month to month divided by the difference in A/R month to month.
A/R Turns - The number of days it takes to turn the current A/R balance.
Modify the chart display, as needed, to show the data differently.
To view the values the system bases the graph on, click the Details tab.
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