Aged period sensitive (PM63050S)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report shows the documents (by statement cycle, by project, and by customer) that are outstanding at the end of the specified period, broken down by aging periods or financial periods, depending on the settings of the statement cycle specified for a customer. The balances are arranged by days past due on the last day of the specified period or by document dates for each project. All the amounts are shown in the base currency.

The top part

Element	Description
Template	The template to be used for the report, if any.
Locale	The country you want to runt the report for. The report is displayed in the local language of the country you select.
Default	Defines the selected template as the your default one.
Shared	Indicates that the selected template is shared with other users.

The Report parameters tab

This tab includes sections where you can specify the contents of the report, depending on the current report. Contents can vary in the following regards:

How many, and which, elements are available on a particular report.
Which elements contain default values.
Whether specific elements require values to be selected.
Which elements may be left blank to let you display a broader range of data.

Element	Description
Report format	The format to be used for the report. Choose one of the following options: Summary To view outstanding balances for the chosen period. Detailed To view outstanding documents for the chosen period.
Period	The financial period the system will use to calculate the aging categories for the documents. You must specify a period.
Customer	The customer connected to the projects you want view.
Customer class	The customer class for which you want to display data. If you leave the field blank, you will see information about all classes.
From project	The ID of the project you want to start your selection on.
To project	The ID of the project to you want to end your selection on.
Project manager	The project manager of the projects you want view in the table.
Group by parent account	If you select this check box, you group customer accounts that are involved in parent-child relationship under a parent account, and display consolidated balance of the group. The system will group only those child accounts that have the Consolidate balance check box selected. The check box is available if the Parent-child customer relationship functionality in the Enable/disable functionalities (CS100000) window is enabled.

The Additional sort and filters tab

Additional sorting conditions
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Element Description
Property The report specific property you want to filter on.
Condition
Select one the following conditions:
Ascending
Descending

Element	Description
Property	The report specific property you want to filter on.
Condition	Select one the following conditions: Ascending Descending

Additional filtering conditions
Defines the report filter. To create a more complex logical expression, you can use brackets and logical operations between brackets.
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Element Description
Brackets ( - (( - ((( - (((( - (((((
Property The report specific property you want to filter on.
Condition Select one of the 13 conditions. They can be one-operand and two-operand.
Value The value of the property.
Second value Possible second value of the property.
Brackets ) - )) - ))) - )))) - )))))
Operator
Choose between:
And
Or

Element	Description
Brackets	( - (( - ((( - (((( - (((((
Property	The report specific property you want to filter on.
Condition	Select one of the 13 conditions. They can be one-operand and two-operand.
Value	The value of the property.
Second value	Possible second value of the property.
Brackets	) - )) - ))) - )))) - )))))
Operator	Choose between: And Or

The Print and email settings tab

If you plan to print the report or save the report as a PDF, select the appropriate settings in the Print settings area.

Print settings
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Element Description
Deleted records Select what to do with deleted records: Hide them, print them, or show only deleted records.
Print all pages Lets you print all pages of the report.
Print in PDF format Displays the report in PDF format.
Compress PDF file Indicates that the system will generate a compressed PDF.
Embed fonts in PDF file Indicates that the system will generate the PDF with fonts embedded.

Element	Description
Deleted records	Select what to do with deleted records: Hide them, print them, or show only deleted records.
Print all pages	Lets you print all pages of the report.
Print in PDF format	Displays the report in PDF format.
Compress PDF file	Indicates that the system will generate a compressed PDF.
Embed fonts in PDF file	Indicates that the system will generate the PDF with fonts embedded.

Email settings
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Element Description
Format The format (HTML, PDF, or Excel) in which the report will be e-mailed.
To The email address of the recipient.
Cc An additional addressee to receive a carbon copy (Cc) of the email.
Bcc The email address of a person to receive a blind carbon copy (Bcc) of the email; an address entered in this field will be hidden from other recipients.
Subject The subject of the email.

Element	Description
Format	The format (HTML, PDF, or Excel) in which the report will be e-mailed.
To	The email address of the recipient.
Cc	An additional addressee to receive a carbon copy (Cc) of the email.
Bcc	The email address of a person to receive a blind carbon copy (Bcc) of the email; an address entered in this field will be hidden from other recipients.
Subject	The subject of the email.

The Report versions tab

Element	Description
Edit version	You choose this option if you want to edit the specific version.
Activate	You choose this option if you want to activate the specific version.
Version	The version of the report.
Description	The description of the report.
Active	Indicates whether the report is active or not.
Created	The date the version was created.