Company Aging Report (AR251)

Run Company Aging Report (AR251) to create a transaction aging report for a company. You can run the report for all customers or a single customer within a company. You can select a major class, minor class, credit analyst, process level, sales representative, activity, or user-defined field to further define the report.

The report is created as of the date you specify, which allows an accurate aging for non-historical transactions at any point.

Note: Fully paid and fully applied transactions are not selected once they become historical. Applications, transactions, and payments become historical once they have been processed by Transaction Status Update (AR198) according to the value of the History Update Periods field on Company (AR01.1). For more information, see the field help for History Update Periods on Company (AR01.1), Process page.

You can define aging periods and options or leave the fields blank and use the aging options defined for the company on Company (AR01.1). If you run the report for a single customer, you can use the aging options defined for the aging code assigned to the customer on Customer (AR10).

The report sorts by company, customer, transaction due date or type, and transaction number order. The report lists payments first, followed by credit memos, invoices and debit memos, unless a credit memo is cross referenced to a transaction. Cross referenced credit memos immediately follow the associated transaction. The report includes company/customer, customer, and report totals.

If a transaction is partially applied, an asterisk (*) prints in the "P" column. If a future application exists for a transaction, an "F" prints in the "F" column. Percentages of period total amount compared to customer total amount print for the analyst, customer, and process level report sequence options.