Report Customer's Receivables Activity
(Customer Activity Report)
Access
Run this report for a selected customer. It lists
all open orders and open item activity, as well as receivable history,
based on the "as of" date selected. The report provides customer
information including the following:
Once the report criteria have been selected, click Run to produce the report.
The output of this report may be affected by Regional
Processing restrictions. That is, you can inquire only about customers
and locations to which you have access.
Date CodeClick
on the Arrow button to view a list of date
codes, then select the code that best indicates the time period on
which to base your report.
Activity Since DateIf you
select CUS (custom) at Date Code field, you activate this field. Use
this field to specify the activity-since for which you want to run this
report. If you click on the Calendar
Icon, you can select a date from the calendar that appears.
If you select another date
code instead of CUS, this field fills in based on that selection and
you cannot edit this field.
Send Output
toThe output destination of
the report displays. To change the output destination, click on
the Actions button and select Output
Settings.
Export PathIf you
select either the Personal
Report Viewer (PRV), Excel Export,
or ASCII Export, this field displays the pre-set computer drive and folder
location to which the system exports the report data. You cannot edit
the export path using this process.

