AR Overdue Analysis (AR83)

The AR Overdue Analysis (AR83) View provides you with a digitized version of the Overdue Invoice listing from the Overdue Analysis Report (AR83) 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 Overdue Analysis Report (AR83) in PF Enterprise to archive the data into iTopia.

• The AR83 print program from PointForce Enterprise is captured and transformed into digital form for access in the various Overdue Analysis Report Views.

• On the hard copy print from PointForce Enterprise:
  • The first section of the AR83 Overdue Analysis identifies the overdue Invoices and their relevant details such as original amount, Invoice balance and Overdue status (1-30, 31-60, etc.).

  • If you have selected the 'Messages' Restriction, the Overdue Analysis Report includes the Customer messages from AR Messaging (AR46).

  • If you have selected the 'Post Dated Checks' Restriction, the Overdue Analysis includes all Post Dated Checks for each Customer.

    Note: All data that is archived is dependent on the Restrictions selected in PF Enterprise. For example, if you select a specific 'Qualify Aging' Restriction, then only those records that meet the Restriction are archived.

• In the Digitization process from hard copy to data, these three sections are broken down into distinct Views:
  • The AR Overdue Analysis (AR83) View contains the overdue Invoices and their relevant overdue details.

  • The AR Overdue Analysis-Messages (AR83) View contains the Customer messages entered in AR46. Note: If this Restriction is not selected in PF Enterprise, then no data is available for this View.

  • The AR Overdue Analysis-Post Dated Checks (AR83) View contains all Post Dated Checks for each Customer. Note: If this Restriction is not selected in PF Enterprise, then no data is available for this View.

• Relationships between the other AR83 components have been created, allowing you to access the entire AR83 Overdue Analysis by:
  • Clicking the View Record Details icon. The Overdue Analysis detail View opens, and in the Related section of the window (at the bottom of the screen), you can click any of the Overdue Analysis (AR83) options.

    OR

  • Clicking the Link To icon. You can select any of the Overdue Analysis (AR83) options from the list OR you can select the Related Resource Group option and then select any of the Overdue Analysis (AR83) options.

Additional Information on the AR Overdue Analysis (AR83) View:

• This View gives you access to all of the overdue Invoice details 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 Number 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 field.

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