The Credit Control Manager allows for the recording of a ‘Debtor Memo’ – a note allowing you to record any specific issues with the outstanding value on the account. This new feature allows for this memo to be included when the account is printed within the Aged Analysis Report.
As part of the pre-run parameters the Aged Debtors report prompts:
Include Debtor
Memo Text –
if set the report will include the print of the debtor memo for any account
included on the report for which a debtor memo exists.
Formatting of Memo Text
The text from the memo prints in the standard report font – ignoring any specific fonts or formatting set within the memo. Word wrap occurs based on settings within the report configuration, the use of <Enter> key within the memo forces a new line on the report print although any blank lines are omitted.
Installation
Application User Facilities
To enable the option to include the debtor memo within
the report you need to set a parameter within the Aged Analysis report
configuration. This can be accessed by
selecting Installation from the main
menu followed by Application Manager and Application User Facilities. Select the Sales Ledger application followed
by Account Reports and Aged Analysis; the new parameter option
is available on the second screen.
Cols for Debt Memo – set the number of characters to be printed on one line from the debtor memo, 80 characters is typical for a portrait report or 150 for a landscape report although you can set to print up to 255 characters.
Article ID: 177
Created On: Tue, Jun 12, 2012 at 10:14 AM
Last Updated On: Mon, Jun 19, 2023 at 4:29 PM
Online URL: https://kb.datafile.co.uk/article/include-debtor-memo-on-aged-analysis-report-177.html