Request from our controller

Yahoo Archive
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Our new controller has requested that I try to locate a Vantage user in the
CLEVELAND/AKRON area, that is heavily using inventory, scheduling, and
costing. In hopes that they would be willing to allow a visit from us so
that he can see a working system using those modules. If any in the group
are willing to let us visit, you can contact us, off list, Tim Guspoding
timg@... or myself Shirley Graver at shirlg@....

Shirley H. Graver
Systems Administrator
Rubber Associates Inc. (Certified to QS9000/ISO9002)
Cleveland/Akron, Ohio
shirlg@...



[Non-text portions of this message have been removed]
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Hi Group

A number of companies in the UK have problems with the aging on customer
statements. In the UK it is accounting convention to age customer
statements by invoice date or invoice fiscal period, not invoice due date.

Do you have this same problem in the states? Does anybody know a work
around or a report that can get me out of trouble? Epicor have stated that
this option will eventually come. they do not know when and told me not to
hold my breath!

Can anybody help?

Gary Parfrey
Steatite Group Limited
3
At 03:51 AM 10/31/2000 , you wrote:
>statements. In the UK it is accounting convention to age customer
>statements by invoice date or invoice fiscal period, not invoice due date.
>around or a report that can get me out of trouble? Epicor have stated that

There are a couple such reports on the EGroups page that list members have
uploaded. I'm also attaching two that either came from there, or were
posted in the old days (CC'ed to you Gary, the attachment should get to you.)

The 1st one "AR aged by cust" should work, you can optionally mod it to
show all the detail. The 2nd one goes by Due Date, but is easily modified
to work as you'd like.

-Wayne Cox


[Non-text portions of this message have been removed]
4
Hi

I think the group has misunderstood me. I understand that aging reports
already give the option for due or invoice date.
I currently have a problem with the 'customer statements' in vantage.
These are crystal reports but vantage only export precalculated aging
fields based on due date.

Regards

Gary Parfrey
Steatite Group Limited

-----Original Message-----
From: Doug Williams [SMTP:dwilliams@...]
Sent: 31 October 2000 12:58
To: 'garyp@...'
Subject: RE: [Vantage] Customer Statement Aging

If I remember correctly you should be able to age by invoice date now. In
5.0 you can select invoices by either invoice date or fiscal period and age
them by due date or invoice date.

Hope that this helps,

Doug Williams
Vantage Development Manager
Epicor Software Corporation

-----Original Message-----
From: Gary Parfrey [mailto:garyp@...]
Sent: Tuesday, October 31, 2000 2:52 AM
To: 'Onelist'
Subject: [Vantage] Customer Statement Aging


Hi Group

A number of companies in the UK have problems with the aging on customer
statements. In the UK it is accounting convention to age customer
statements by invoice date or invoice fiscal period, not invoice due date.

Do you have this same problem in the states? Does anybody know a work
around or a report that can get me out of trouble? Epicor have stated that
this option will eventually come. they do not know when and told me not to
hold my breath!

Can anybody help?

Gary Parfrey
Steatite Group Limited



We no longer allow attachments to files. To access/share Report Files,
please go to the following link: http://www.egroups.com/files/vantage/
(Note: If this link does not work for you the first time you try it, go to
www.egroups.com, login and be sure to save your password, choose My Groups,
choose Vantage, then choose Files. If you save the password, the link
above
will work the next time you try it.)
5
At 10:26 AM 10/31/2000 , you wrote:
>I currently have a problem with the 'customer statements' in vantage.
>These are crystal reports but vantage only export precalculated aging
>fields based on due date.

Ahh, interesting; I just looked at the statement for the 1st time. The
date detail you need is there, but the aged totals are pre-digested per the
company config, and the customer totals are exported.

Any good with Crystal? You should be able to create calculated fields for
each of the age buckets from the invoice detail, and sub-total them by
customer.

-Wayne