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Do You Want To Know:
- How do my customers pay over time?
- What are my customer aging trends over time?
- What are my cash flow trends by customer or by region?
Included Templates
A collection of pre-built views included with this view pack to answer common reporting
questions.
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AR Customer Aging
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Summary view of invoiced unpaid amounts grouped from 0-30, 31-60, 61-90 and 91+ aging days by customer. This view is filtered to display invoiced data.
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Weekly AR Customer Total Recieved
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Summary view of received amounts by customer and week. This view is filtered to display invoiced data.
Technical Details
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Name
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Type
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AR Amount
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Measures
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Broker
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Dimensions
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Carrier
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Dimensions
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Currency
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Dimensions
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Current Time
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Dates
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Customer
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Dimensions
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Customer Class
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Dimensions
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Customer Group
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Dimensions
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Customer PO#
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Dimensions
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Entry User
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Dimensions
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Invoice Date
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Dates
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Load Id
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Dimensions
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Order Amount
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Measures
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Order Date
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Dates
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Order Qty
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Measures
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OrderId
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Dimensions
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Receipt Amount
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Measures
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Sale Terms
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Dimensions
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Sales Person
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Dimensions
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Ship Date
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Dates
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Ship Location
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Dimensions
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Status
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Dimensions
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Version 1.0.5
Updated:
05/04/2010
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What's Changed:- Added Imported as a potential selection in the Status field.
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Version 1.0.4
Updated:
09/23/2009
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What's Changed:- Made an adjustment so that invoices with zero quantities show up in the list of returned results.
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Version 1.0.3
Updated:
04/24/2007
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New Fields:
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