Transaction Aging By Salesman[MIGRATED]

MIGRATED TO http://wavelet.asia/customer-portal/2011/05/09/transaction-aging-by-salesman/

Description / Usage / Benefits

In this report, the filters selected can make big difference in the report generated. The special feature in this report is the Credit Limit Usage. This filter helps salesman be aware of customers who are almost reaching the credit limit. From this, they will be able to manage their customer accounts better.

Again, the amount outstanding are divided into different periods for easy viewing. Eg :
  • 0 - 30 days
  • 30 - 60 days
  • 60 - 90 days
Step By Step Guide

1. Select Branch or All Branches.
2. Choose a Salesman name from the drop-down list.
3. Enter Date Range - From and To.
4. Credit Limit Usage - How much percentage of invoice issued but still not paid within the credit limit.
5. Tick 'Outstanding Documents Only' to exclude Receipts already paid for Invoices.
6. Click 'Select' to choose a customer name. Once done, 'Filter by Account' will immediately be ticked as well
7. Click 'Generate Report Now'.

To Download the Example, click on the link below:
Transaction Aging By Salesman

Unknown user,
Jul 13, 2010, 10:48 PM