ctcLink Reference CenterAccounts Receivable Managing Receivables - 20Running the Aging Summary By Unit Report - 20b

Running the Aging Summary By Unit Report - 20b

Purpose:  To run the Aging Summary by Unit Report using ctcLink.

Audience:  Accounts Receivables staff.

The Aging process:

Updates summary aging information that appears on various inquiry pages. Management and collection departments rely on aging to identify delinquent accounts and to assess possible issues with cash flow.

Updates the Due and High Due history IDs.

Automatically processes all customers in all business units specified on the aging request.

Use the Aging Summary by Unit report to see aged open balances for every customer in a business unit in either the base currency or the entry currency of the unit.

In this topic, you will run the Aging Summary by Unit report.

Running the Aging Summary By Unit Report

Navigation:  Accounts Receivable > Receivables Analysis > Aging > Aging Summary by Unit Report

You can run this report by searching for an existing Run Control ID or you can add a new value. In this QRG we will add a new value.

  1. Click the Add a New Value tab.

A Run Control ID is an identifier that, when paired with your user ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

Creating a Run Control ID that is relevant to the report may help you remember it for future use.

  1. Enter the desired information into Run Control ID the field.
  2. Click the Add button.
Aging Summary by Unit Rpt Search Page

Use the Aging Summary By Unit page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the report is run.

Enter report request parameters, which include the business unit that is to be included in this report.

  1. Click in the Aging ID field.  Enter the desired information into the Aging ID field.
  2. Click the Run button.

Use the Process Scheduler Request page to enter or update parameters, such as server name and report output format.

You must select a Server Name to identify the server on which the report will run. If you use the same Run Control ID for subsequent processes, the server name that you last used will default in this field.

  1. Click the Server Name list.

Select the desired value from Server Name drop-down list.

Note : Please leave as it is if you are not able to select the server name.

Process Scheduler

Use the Type list to select the type of output you want to generate for this job. Your four choices are:

  • File
  • Printer
  • Email
  • Web

Use the Format list to define the output format for the report. The values are dependent upon the Process Type value. In this example, the default value is PDF.

  1. Click the OK button.

Notice the Process Instance number appears. This number helps you identify the process you have run when you check the status.

  1. Click the Process Monitor link.
Process Instance

Use the Process List page to view the status of submitted report requests.

The current status of the report is Initiated. The report is finished when the status is Success. Continue to click the Refresh button until the status is Success.

  1. Click the Refresh button.  The Run Status is now Success.

You have successfully run the Aging Summary by Unit report.

End of Procedure.

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