In this topic, you will learn how to view customer aging online.
Steps:
Begin by navigating to the Customer Aging page.
Click the Scroll Down arrow.
Step 1Click the Accounts Receivable menu.
Step 2Click the Customer Accounts menu.
Step 3Click the Customer Information menu.
Step 4Click the Customer Aging menu.
Step 5Use the search fields to select the details about the customer.
Click in the Customer field.
Step 6Enter the desired information into the Customer field.
Enter "1011".
Step 7Use the Level list to include items for the customer group to which your customer belongs.
In this example, retain the default value, which indicates that no customer relationships are taken into account.
Step 8Click the Search button.
Step 9Use the Customer Aging page to view or update aged accounts for a selected customer.
Step 10The Aged Date field displays the system date from the beginning of the aging run.
For example, if the Aging process starts at 11:58PM on September 12 and ends at 12:01AM on September 13, the aged date is September 12.
Step 11The page displays New Balance if the customer's balance has changed since it was last aged. This indicates that you may want to rerun the Aging process.
Step 12Use the Update Aging button to age the customer's items during the next run of the Aging process.
The monetary amounts in the Customer Balances group box appear in either the base currency or the display currency for the business unit. To change from the base currency to the display currency, select the Use an AR Display Currency field for the business unit on the Display Currency Options page.
Step 13The High Balance and High Past Due fields show the highest balance and the highest past due amount since update aging was last run.
Step 14The Customer Aging group box has one line for each aging category defined on the Aging page.
Step 15Congratulations, you have successfully learned how to view your customer's aging account.