AR Aged Trial Balance-Messages (AR84)

The AR Aged Trial Balance-Messages (AR84) View provides you with a digitized version of the Aged Trial Balance-Messages listing from the Aged Trial Balance Report (AR84) produced in PF Enterprise 6.0 (and higher) once the acceptance codes are entered.

Note: You must select the 'Archive Report' Restriction on the Print Aging Report (AR84) in PF Enterprise in order to archive the data into iTopia.

Note: In order to have data in the Aged Trial Balance-Messages View, you must select the 'Messages' Restriction in PF Enterprise.

  • The AR84 print program from PointForce Enterprise is captured and transformed into digital form for access in the various Aged Trial Balance Report Views.

  • On the hard copy print from PointForce Enterprise:

    • The Messages section of the AR Aged Trial Balance Report includes the Customer messages from AR Messaging (AR46).

  • In the Digitization process from hard copy to data, this section becomes a distinct View, the AR Aged Trial Balance-Messages (AR84).

  • Relationships between the other AR84 components have been created, allowing you to access the entire AR84 Aged Trial Balance by:

    • Clicking the View Record Details icon. The Message detail View opens, and in the Related section of the window (at the bottom of the screen), you can click any of the Aged Trial Balance (AR84) options.

      OR

    • Clicking the Link To icon. You can select any of the Aged Trial Balance (AR84) options from the list OR you can select the Related Resource Group option and then select any of the Aged Trial Balance (AR84) options.

Additional Information on the AR Aged Trial Balance-Messages(AR84) View:

  • This View gives you access to all of the aged transaction's Customer Messages that are in the Report Archive data base.

  • Utilizing the Search Criteria, you can narrow your search results to just those Reports that meet your criteria. For example, you can enter a specific Archive Date or Report ID in the Search Criteria section and only that data displays in your search results.

  • Note: If you have generated the archived report several times during a single day, you can still find the latest archived view by entering the Archive Date. The View is sorted in descending order on the Report ID.

  • If you simply click on Search, with no Search Criteria defined, the Search Results will give you a listing of ALL Aged Trial Balance Reports in descending order.