A/R Customer Status List Print (AR53)

The Print Customer Status List(s) (AR53) produces various lists of Customer Accounts based on the presence of certain conditions within the Customer's file. These conditions are flagged for each Customer by Generate Customer Account Status (AR52), which should be run just prior to printing Customer Status Lists.

The desired conditions to be reported are selected prior to printing the lists and then those lists are used to prompt action. For example, lists based on degree of delinquency can be used to trigger a collection call or list of accounts with unapplied payments on account or Credit Notes can be used as input documentation for posting adjustments in AR30.

1. The Printer Selection screen automatically opens. Select the Printer destination and click OK.

2. The Report Parameters screen for AR53 opens.
   • The Format field defaults to 'Customer Status Report'. You cannot modify the Format field.

   • The Sequence field defaults to 'AR File'. You cannot modify the Sequence field.

   • If a New Page for each Break is required, select the checkbox.

   • The Levels list box displays the various Levels of detail available for the report. All Levels are automatically selected in AR53; the '>' before each Level option indicates the Level is selected. AR53 includes the following Levels:
     • Detail Line
     • Total

   • Select the Restrictions that apply to the Report by double clicking on the line in the list box. Restrictions allow you to tailor AR53 to your specific needs. The '>' before a Restriction indicates the Restriction is selected. Once a Restriction is selected, it can be de-selected but the '>' remains. An '*' before a Restriction means the Restriction is mandatory. AR53 includes the following Restriction:
     • Print Rpt Selection - select the Print Report Selection options that apply to the Customer Status List being created. This is a mandatory Restriction. The following are valid options:
       • Payment on Account
       • Credit Unclaimed
       • Short-paid Invoice or Debit Memo
       • Invoices are Present and Current
       • At worst 1-30 days overdue
       • At worst 31-60 days overdue
       • At worst 61-90 days overdue
       • At worst 91-120 days overdue
       • At worst 121 plus days overdue
       • Orders in Progress and AR Balance (does not require AR52 to be run first)

     Note: To modify a Restriction once it is set up, reselect the Restriction and make the necessary changes.

   • Select the Range From and To for the report. The Range must match the Sequence selected; to print the entire file, simply tab through the From and To fields. The list box displays *Start and *End in the From and To fields.

     Note: You cannot select a specific range for AR53.

     • To delete a Range from the list box, double click on the line. The following message displays, "Do you wish to delete this range? Yes/No". Click Yes to delete the range.

   • When all of the information on the Report Parameters screen is complete, click OK to run the report.

3. The Report Complete screen opens when the report is generated. Click OK to accept the report and Abort to cancel the report. Note: This report does not require you to enter the Acceptance Codes.

^{Print Customer Status List(s) (AR53)}