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#20535 - 01/18/10 07:55 AM Gridview AR Terms
SusanTennier Offline
Adagio Maestro

Registered: 02/22/08
Posts: 1247
Loc: Ontario, Canada
Is there anyway to identify customers who were set up as with COD terms and have been changed to Net21 within the last year?

I am setting up a new Terms Code (Net21N) for new customers who are approved for Net 21 terms so that we can watch them more closely in the first year than customers who have been on Net 21 terms with us for more than 1 year. I have to identify who these new terms people are so I can change their terms code.

I can search for customers based on their start date with Net21 terms but I don't if there is a way to search for customers that may have older start dates, but were changed from COD to Net21 within the last year.

Please let me know if there is an easy way to do this.

Thanks,
_________________________
Susan Tennier
TDL Canada
Trenton, Ontario

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#20536 - 01/18/10 08:31 AM Re: Gridview AR Terms [Re: SusanTennier]
Bruce Gardner Offline
Adagio Wizard

Registered: 06/15/04
Posts: 3611
Loc: Toronto ON, Canada
Hi Susan:

Receivables doesn't keep a history of changes to the Customer profile. However I can think of 2 possible approaches.

1) Unzip/Restore a copy of your older data to a different folder and use GV to export Customers. You might need to look at several datasets to get a full picture.

2) Use GV to export Order headers from OE and look at the Terms that were used at that time.

Both approaches require some Excel manipulation to compare current "Net21" customers to what they used to be (likely using VLookup).
_________________________
Bruce Gardner
ARX Business Solutions Inc.

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#20538 - 01/18/10 08:50 AM Re: Gridview AR Terms [Re: Bruce Gardner]
Michael Mulrooney Offline
Adagio Virtuoso

Registered: 02/07/02
Posts: 839
Loc: Vancouver, BC
Use GridView with "AR Trans w Cust".

Transactions have "Terms Description" and you will be able to get "Terms" from the Customer.

Select those transactions that have the "Terms Description" used for "COD" but that now have " Net21" for "Terms"

You can add "Trx Date" to the filter to select those transactions in the past year.

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#20587 - 01/19/10 08:13 PM Re: Gridview AR Terms [Re: Michael Mulrooney]
SusanTennier Offline
Adagio Maestro

Registered: 02/22/08
Posts: 1247
Loc: Ontario, Canada
Thank-you Bruce and Michael, I went to great lenghts using both of your ideas and I've now updated all of our customers who have been changed from COD to NET21 in the last year to a new terms code called NET21N so we can keep a closer eye on them. After all that, I never realized that I would be unable to filter the Overdue Receivables report in AR by the customer's terms. I guess I should have check that first! So, now I'm wondering if anyone has any ideas how I can produce a report that will show the Overdue receivables of only the customers who have a the terms code NET21N. Is there a table in Gridview that will do this easily? Any suggestions??
_________________________
Susan Tennier
TDL Canada
Trenton, Ontario

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#20588 - 01/19/10 10:11 PM Re: Gridview AR Terms [Re: SusanTennier]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Make those customers members of a specific report group.
_________________________
Andrew Bates

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#20590 - 01/20/10 05:40 AM Re: Gridview AR Terms [Re: Retired_Guy]
SusanTennier Offline
Adagio Maestro

Registered: 02/22/08
Posts: 1247
Loc: Ontario, Canada
We already use the Report Group field for another purpose.
_________________________
Susan Tennier
TDL Canada
Trenton, Ontario

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#20596 - 01/20/10 07:06 AM Re: Gridview AR Terms [Re: SusanTennier]
Bruce Gardner Offline
Adagio Wizard

Registered: 06/15/04
Posts: 3611
Loc: Toronto ON, Canada
How about Short Name? It doesn't usually get used for much these days and it's easy to update and change.
_________________________
Bruce Gardner
ARX Business Solutions Inc.

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#20600 - 01/20/10 07:56 AM Re: Gridview AR Terms [Re: Bruce Gardner]
SusanTennier Offline
Adagio Maestro

Registered: 02/22/08
Posts: 1247
Loc: Ontario, Canada
I suppose I could use that field or territory. Any chance Terms could be added to a later version? It would nice to report on our customers overdue receivables this way.
_________________________
Susan Tennier
TDL Canada
Trenton, Ontario

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#20606 - 01/20/10 10:22 AM Re: Gridview AR Terms [Re: SusanTennier]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Hi Susan,

It's a reasonable suggestion. We've noted it.
_________________________
Andrew Bates

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