Using Aging Categories in AR

1. In File Maintenance|Edit Customer Information when the form comes up, locate a customer using the Get Customer Record button.
2. Once editing the customer’s data in the lower right there is a field for Aging Category. (See arrow below.)  You can specify what you want to enter in this field by AGECAT entries in the Lookup Data.

3. In AR on the Reports menu there is an entry for Aging for Collections by Category. This report will separate the receivables by category as entered above.  It will put the categories in alphanumeric order and it will produce a total for each category. 

I have added Lookup Data values to make sure what I put into the field is consistent. I have added the following descriptions to my Valid Lookup file.

1. Payments

3. Inactive

See instructions for Adding Lookup Data in separate document.

So I get a report that puts all my normal accounts first with a total. (They are first because they have a blank Aging Category)   Then it reports all my payment accounts because their AGECAT entry starts with 1 and then it reports all my inactive accounts because those entries start with 3.