Invoices Sent to Debt Collection Report
Invoices Sent to Debt Collection Report
Invoices Sent to Debt Collection Report
Report #: 1190
Module: Accounting
Overview
The Invoices Sent to Debt Collection Report displays all invoices that have a reminder date that is either greater than the date selected in the parameter window or less than the last reminder date for the contract. If the reminder date is greater than the date selected in the parameter window, records come from the calc_reminders table. If the reminder date is less than the last reminder date for the contract, records come from the open_invoices table.
To access this report, from Reminder Calculation (program #1570), choose Run Reports and select Report 1190, or choose Invoices Sent to Debt Collection (report #1190) from the main menu of SBN.
The Invoices Sent to Debt Collection Report
This window contains two panes: use the upper pane to define the contents of the report; use the lower pane to define the job output - how, when, and where you want to print the report.
Note: See Report Parameters Pane for information on the fields in the lower pane, which are the same in every report.
Field Descriptions
The following table describes the fields used in the upper pane of this report.
You can use wildcard characters in selected fields. For more information on using wildcards, see Searches.
Field |
Wildcards |
Description |
Include reminder runs from |
No |
You may select a reminder date to limit the report to records with that reminder date. |
Use
Branch and |
No |
You must select which branch and group fields to use for filtering accounts / installation out of the report: l Accounts l Installations |
Dealer |
No |
You may select a dealer ID to restrict the report to invoices associated with that dealer. (This menu originates from program #1537.) O If your company uses Dealer restrictions, the menu displays only those dealer IDs included in your user profile. O If you leave this field blank, the report includes invoices for all dealers. |
Masks / Exclude |
||
Ctr Group 1 |
Yes |
You may either select a Contract Group 1 to limit the report to records that match the selected Contract Group 1 or use the % wildcard to include all Control Group 1 groups. |
Ctr Group 1 Exclude (No label) |
No |
You may exclude a Contract Group 1 from the report by selecting the group and then entering a check mark in this box. |
Ctr Group 2 |
Yes |
You may either select a Contract Group 2 to limit the report to records that match the selected Contract Group 2 or use the % wildcard to include all Control Group 2 groups. |
Ctr Group 2 Exclude (No label) |
No |
You may exclude a Contract Group 2 from the report by selecting the group and then entering a check mark in this box. |
Include Address |
No |
Enter a check mark to include address details in the report. |
Branch Ranges |
||
Branch |
No |
You may select up to three ranges of branches to limit the report to branches within the ranges. Select the beginning branch number of a range. (These menus originate from program #1530.) |
Branch |
No |
You may select up to three ranges of branches to limit the report to branches within the ranges. Select the ending branch number of a range. (These menus originate from program #1530.) |
Exclude |
No |
You may exclude ranges of branches from the report by selecting the ranges and then entering a check mark in the corresponding Exclude box. |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Report Example
The following graphic shows an example of the output of the Invoices Sent to Debt Collection report with address details.
Column Descriptions
The following table describes the columns used in the output of the report.
Column |
Description |
Dealer |
If you selected a Dealer from the parameters, this field displays the ID of the dealer associated with the displayed accounts. |
Account |
Account number. |
Name |
Name and address on the billing account. |
Invoice |
Lists each invoice for the account that meets the search parameters. |
Tran Date |
Invoice date. |
Due Date |
Date on which payment for the invoice was due. |
Count |
Number of invoices for this account sent to debt collection. |
Installation No |
Installation number. |
Installation Name |
Installation name. |
Installation Balance |
Total open balance of all past due invoices selected for the report. |
Grand Total |
Total amount of all invoices for the billing account. |
Button Functions
The following table displays the buttons, describes the shortcut keys, actions, and functionality.
Button |
Name |
Shortcut Key |
Action |
Description |
|
Open fields for recurring/template reports |
alt+f1 |
Open fields for recurring/template reports. |
|
|
Exit without saving |
esc |
Exit without saving changes to selected record. |
|
|
Save Existing Record |
enter |
Save changes to selected record. |
Modifications and Updates to Invoices Sent to Debt Collection Report
The following table lists modifications and updates to the Invoices Sent to Debt Collection Report document.
Mod Number |
Date |
Description |
n/a |
8/05/14 |
Images updated. |