Salesperson Aging

Owned by Stephen Juliano (Unlicensed)
Last updated: Jan 29, 2022 by Colleen Juliano
2 min read

Overview

The Salesperson Aging report will print all the open documents for your Salespersons. You have many different options to narrow down the criteria and change how it calculates.

  • Starting/Ending Territory - Sets the range of territories on the report. You can use F9 to find it, manually enter, or leave blank to select all

    • Territory Sub-Totals - This checkbox sets whether or not the report will subtotal by Territory

  • Starting/Ending Customer Type - Sets the range of territories on the report. You can use F9 to find it, manually enter, or leave blank to select all

    • Type Sub-Totals - This checkbox sets whether or not the report will subtotal by Type

  • Starting/Ending Salesperson - Sets the range of Customers on the report. You can use F9 to find it, manually enter, or leave blank to select all. The List button will allow you to create a custom group

    • Sort Order - The order the report sorts the Salespersons. You can sort by Salesman Name or Salesman Number

  • AR Subledger - This dropdown allows you to narrow down to a an AR Subledger, setup under G/L

  • Include Retainage - Include Retainage amount

  • Aging Date - The Aging Date for the report

  • Aging Report Format - These radio buttons change how the report prints

    • Aging Summary - Prints report totaled by customer, without Invoice detail

    • Aging Detail - Prints report with all the Invoice, Credit, and Debit detail

  • Base Aging On - These radio buttons change how the report is calculated

    • Invoice Date - Aging will be based on the date of the invoice

    • Due Date - Aging will be based on Invoice Date plus terms to determine the due date

      • e.g. Net 30 would be due 30 days after the invoice

  • Salesperson - These radio buttons change how the selected Salesperson fields work

    • Customer Salesperson - Salesperson will be pulled based on the Customer Salesperson setup

    • Invoice Salesperson - Salesperson will be pulled based on the Invoice Salesperson

  • Only customers with overdue balances - Only print customers with overdue balances

  • Include invoices after aging date - Include Invoices after the aging date

  • Print Document Notes - Print the document notes from the Invoices