Collection Report
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This report provides the details of amount collected for a given period of the specified scheme code. The system displays the customer, property, due amount and receipt amount details in the report.
Select the “Collection report” activity under the “Sales Report – IMS” business component.
The “Collection Report” 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:
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Type |
Use the drop-down list box to specify the type of report to be viewed. The combo is loaded with “Detail” and “Summary”. |
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Scheme Code |
The code identifying the scheme for which you want to view the collection report. |
The system displays the following.
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Scheme name |
The name of the scheme. |
Enter the following details in the “Filter criteria” group box:
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Receipt date from |
The starting date in the range of dates of the receipt from which you want to view the collection report. Mandatory. Ensure that the maximum of 90 days must be between the from and to dates. |
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Receipt date to |
The ending date in the range of dates of the receipt until which you want to view the collection report. Mandatory |
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Unique No from |
The starting number in the range of the unique number from which you want to view the collection report. |
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Unique No to |
The ending number in the range of the unique number until which the collection report has to be viewed. |
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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. |
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Customer code from |
The starting code identifying the customer code from which you want to view the collection report. |
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Customer code to |
The ending code identifying of the customer code until which you want to view the collection report. |
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From Date |
The starting date from which you want to view the collection report. Mandatory |
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To Date |
The ending date until which you want to view the collection report. Mandatory |
Click the “View Report” push button to view the collection report.
The system displays the collection report.
