Aged period sensitive (PM63050S)
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
- 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.
- 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
- 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.
- 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
- 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
- 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
- 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.