Reports

1. In the menu, expand Base Modules > Distribution > Debtors & Claims > Accounts Receivable > Customer History > Reports  and then double-click Debtor Customer Follow-up Report. CHR005 Customer History by Follow up Date panel appears.
2. Click OK to produce the report.

The generated report is by follow-up date, listing accounts due for review and possible action. The report also identifies the person responsible for entering the details and the workstation from which the details were entered.

The report shows following information.

• Customer number and name
• The date on which follow up is required
• The user who established the follow up and their workstation
• The last comment made on the record

1. In the menu, expand Base Modules > Distribution > Debtors & Claims > Accounts Receivable > Customer History > Reports and then double-click Debtor Customer Selective Report. CHR015 Selective Customer History Report selection panel appears.
2. Indicate whether detailed comments are to be included or omitted from the printed report.
3. Enter customers who you want to print follow up notes for.
4. Click OK to produce the report.

This selective reporting option allows the user to print follow up details for selected customers which can include the comments, if any, recorded against the accounts chosen for printing

The report shows following information.

• Aged outstanding balances
• Date follow up required
• Date the follow up entry was made
• The user who made the entry and their workstation ID
• Comment made against the follow up entry

1. In the menu, expand Base Modules > Distribution > Debtors & Claims > Accounts Receivable > Reports  and then double-click Print Debtor Letters by User ID. ARR045 Print Debtor Letters panel appears .
2. Enter your user ID to print the letters you have generated.
3. Click OK to produce the letter.

The debtor letters can be printed after automatic letter generation process extracts the data from the customer file based on variables set in the standard letter format.