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Summary Agings sorted by Credit Manager

  • 1.  Summary Agings sorted by Credit Manager

    Posted 10-10-2018 04:10 PM
    Is there a way to build an AR Summary Aging Report  - sorty by Credit Manager or Collector ID?  We've just upgraded to GP2018; and all I was given was the "Receivables Management" Manual....

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    Richard Fowler
    Credit Guy
    Alliance Sports Group
    Grand Prairie TX
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  • 2.  RE: Summary Agings sorted by Credit Manager

    TOP CONTRIBUTOR
    Posted 10-11-2018 08:39 AM
    Hi @Richard Fowler

    There are a couple of fields you can use in GP, depending on your setup.   If you guys use Collections Management, this is going to be a different answer.  Therefore, if you do use Collections Management, let us know so we can modify the answer.

    In GP you can sort the agings for Sales by:
    Customer ID
    Customer Name
    Class ID
    Short Name
    Sip Code
    State
    Phone Number

    You can also sort by
    Salesperson ID
    Sales Territory
    User Defined 1

    I would not try to use any of the first group of fields to track who the credit manager is for a customer.  However, if you don't use Salespersons in your organization - that one would be an excellent field to track names and information on individuals - you would have to set commissions to zero.

    Your absolute best bet for a field to use for this is going to be the User Defined Field 1 - but be careful to always make sure the Credit Manager's names are always entered and spelled the same for all of their customers so that you have consistent data.

    Again, if you are using the Collections Management module there will be a different answer to this.

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    Kindest Regards,

    Jo deRuiter , MCP, DCP
    "That GP Red Head"
    Advanced Credentialed Professional-Dynamics GP
    GPUG Academy Instructor
    GPUG GP Credentialing Exam Committee
    Chairman, GPUG Partner Advisory Board
    Dexpro Dynamics LLC
    Senior Consultant
    Milwaukee, WI
    770-906-4504 (Cell)
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