Home » Categories » Solutions by Business Process » Finance » Sales and Purchase Ledgers

Save Aged Analysis

Datafile Software

Save Aged Analysis

The Aged Analysis routines calculate ‘on-the-fly’ based on the currently outstanding transactions.For reporting reasons you may want to save the aged analysis at a particular time, such as period end, for reference later. This option takes the current aged analysis values and stores them on the account record.

Selecting this option asks for the date to perform the aged analysis ‘as at’ – the system date being offered as a default. After entering/confirming the date required you are prompted to calculate the aged analysis, respond ‘Yes’ or ‘No’ as required.

This routine, on Diamond and Premier systems, can also be used to mark automatically accounts on stop when they are overdue. Application User Facilities allow you to configure this option to mark overdue accounts as ‘on-stop’ and also allow nomination of a ‘waiting days’ field on the account record that can be used to give some leeway before an account is marked.Note that this procedure will not automatically clear the ‘on-stop’ flag, this has to be done manually within the account maintenance options.

Custom Fields
  • Release ID: Standard
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Record Groups as Items in Discount and Supplier Matrix
Viewed 3419 times since Fri, May 27, 2016
List All Transactions
Viewed 2200 times since Mon, Jul 2, 2012
Fax Printing - Document Design Manager
Viewed 2979 times since Mon, Jul 2, 2012
Save Period End Reports
Viewed 1914 times since Fri, Nov 22, 2013
Period / Year End Facilities - Application User Facilities
Viewed 2052 times since Mon, Jul 2, 2012
Credit Restocking Fee (SOP Only)
Viewed 271 times since Thu, Jan 2, 2025
Inserting New Items - Document Design Manager
Viewed 2569 times since Mon, Jul 2, 2012
Currency Aged Analysis in Auto Period End Reports
Viewed 18644 times since Tue, Oct 12, 2021
Nominal Asset Account Validation
Viewed 2407 times since Wed, Jun 13, 2012
Enquire Account Details - Application User Facilities
Viewed 2353 times since Mon, Jul 2, 2012