Transaction is a communication between Customer and Vendor to exchange goods or payments. User’s can get to see all the transactions of a customer in a single report (AR Customer Transaction Report) whether it is an invoice or credit note or debit note or any other transaction in Sage 300 ERP.Standard AR Customer Transaction Report only keeps track of current status of a Customer Account and list of all the transactions that were posted to customer accounts. Use this report to obtain an overview of the current status of your customer accounts. This report already has columns that give various information related to the transactions. One such column is the ‘Days Over’ column which shows the number of days an invoice is overdue (in the Days over column), which indicates the payment habits of customers and highlights seriously overdue transactions that may require action or investigation.
New Stuff :- API for Serial Number Status Inquiry
We have further customized the AR transaction Report and have added additional field called as as “Days Gap” in report. This field will show the Number of day’s gap between the transactions done.
This customization will help users to see how many Days of gap is between Invoice and payment or prepayment created against that invoice. The Days of Gap will be calculated based on Invoice Date and posting Date of Payment or Prepayment.
We can see in the screenshot, Invoice “IN00000000000000000026” has been created on 04-10-2023 and the Payment”PY00000000000000000101” against that invoice has been created on 15-10-2023. Hence the day gaps between ‘Invoice-Payment’ transactions is 11 Days.
We can see in the screenshot, Invoice “IN00000000000000000019” has been created on 11-08-2023 and the Prepayment”PP00000000000000000023” against that invoice has been created on 07-08-2023. Hence the day gaps between ‘Invoice-Prepayment’ transactions is 4 Days.
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