We are using AR 9.0C, and have been playing with the "calculate customer aging" from the Maintenance menu. I really appreciate this function, as it normally takes a really long time to go through one by one and put customers on hold. However, I need to tweak what I am doing a bit, and wondered if there is a different way to approach this function.

Most of our customers are coded to Net 30, but when I run the auto function, it puts anyone even 1 day past their terms on hold. We don't normally put a customer on hold till their invoices have aged to 45 days. Is there a way to do that using the auto function? Maybe I am not setting the fields correctly?

Thanks very much.

Barb

Hi Barb,

When you use Calculate Customer Aging, there are amounts under each of the aging columns, which are used for the setting on hold. If a customer has an aged amount greater than this amount, then the customer is put on hold.

If you have an amount greater than zero in your first aging category (1-30 days, 1-15, or whatever you use), then this will put all customers with an amount in this aging category on hold. Set this amount to 0.00. Only have non-zero threshhold amounts in aging categories more than 45 days.

There is a ShowMeHow training video on Calculating Customer Aging in case this is helpful.

Worked perfect, thank you VERY much. I knew I was doing something wrong! Have a lovely weekend.

Barb has left the building!