Set AR Aging Options

When you click AR in the Executive Information Summary (EIS) program and then click Aging, the program displays aging categories and the balance due for each. You can set options that affect the display.

  1. (Optional) Click Prog opts to review your options. To change them:

    1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries for more information.

    2. Click the Program tab to set these program specific options:

Field Name

Type / Max Length

Action / Description

Aging category 1 - 6

Optional
4 numeric

Specify a maximum of six aging categories. Enter the maximum number of days for each category; invoices that are less than or equal to this age are totaled in this category.

Aging is based on the Age on I=Invoice or D=Due date? option in the System Options Maintenance (XM) program (Accounts Receivable Options). The system always ages on-account payments and deposits in the first category, and always ages adjustments and payments with the invoices to which they were applied.

You can set the first category as -1 to include invoices that are due in the future; you should set the last category to 9999 if you want to include all invoices. You can leave categories blank. For example, if you only want 4 categories, you can leave 5 and 6 blank and set 4 as 9999. However, the number in each aging category must be greater than the preceding category.

If you do not define aging categories in this program, the system uses the default aging categories you specify in the System Options Maintenance (XM) program (Accounts Receivable Options).

Column heading 1 - 6

Optional
15 alphanumeric

Enter column headings for the aging categories you created. Examples are Future, Current, 31-60 days, 61-90 days, 91-120 days, and Over 120 days.

    1. Click Save to save these options for future use.

    2. Click OK to apply these options or click Cancel to exit without applying them. See Display AR Aging.