Ageing Analysis

This activity allows you to view the ageing analysis report which shows the amount due (based on the filter criteria) in the respective bucket based on the analysis period chosen. The net amount is also shown (Total amount due less unadjusted credit).

Select the “Ageing analysis” activity under the “Sales Report – IMS” business component.

The “Ageing Analysis” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following details in the filter criteria group box:

Type	Use the drop-down list box to select the type of report to be generated. The combo is loaded with “Detail” and “Summary”.
Status (Unique No)	Use the drop-down list box to specify the status of the unique number. The combo is loaded with “Amend”, “Assigned”, “POC”, “Assigned & POC” and “Blank”. The system displays “Blank” by default on launch of the page.
Legal Flag	Use the drop-down list box to specify the legal flag for the status of the unique number. The combo is loaded with “Yes”, “No” and “Blank”. The system displays “Blank” by default on launch of the page.
Scheme Code	The code identifying the scheme. Mandatory

The system displays the following.

Scheme name

The name of the scheme.

Enter the following details in the filter criteria group box:

Statement date	The date on which the statement of the report is generated. Mandatory
Customer Code	A unique code identifying the customer.

The system displays the following.

Customer name

The name of the customer.

Enter the following details in the filter criteria group box:

Residential Status	Use the drop-down list box to specify the residential status of the customer. The combo is loaded with “Foreigner”, “Foreigner of Indian origin”, “NRI”, “Resident” and “Blank”. The system displays “Blank” by default on launch of the page.
Code	Use the drop-down list box to select the code identifying the component.
Analysis period	Use the drop-down list box to specify the analysis period of the report. The combo is loaded with “Daily”, “Month”, “3 Month”, “6 Month” and “1 Year”. The system displays”Daily” by default on launch of the page.
Category	Use the drop-down list box to specify the category of the due amount. The combo is loaded with “Deferred”, “Non-Deferred” and “Blank”. The system displays “Blank” by default on launch of the page.
Component Category	Use the drop-down list box to specify the category of the component. The combo is loaded with “Planned”, “Non-Planned” and “Blank”. The system displays “Blank” by default on launch of the page.

Click the “View Report” push button to view the ageing analysis report.

The system displays the ageing analysis report.