AR Aging report: add option to run report by Salesperson. Sale isn't complete till paid. Need AR report to give to Sales Group.
AR Aging report: Add option to run report by Salesperson. The Sale isn't complete till Paid!! We need an AR report to give to Sales Group as they usually prefer to contact their clients-some relationships are tricky. The current AR report just needs to be modified to use field #21 as an option " by Salesperson" I think this report would help all collect their AR most efficiently. Please vote for this additional report. Thanks.
Lori Kane - Regalia Manufacturing Company
shared this idea
AdminEdward M. Kwang - NETcellent System, Inc.
(CEO / Founder, NETcellent Systems, Inc.)
responded
Please see knowledge base article: http://support.elliott.com/knowledgebase/articles/915336-how-to-print-a-r-aging-report-by-salesman
-
In your situation, I would suggest you using A/R Aging Report by Collector. Since most of our users do not have multiple collectors, so we can be innovative. If you go to customer file maintenance and make all your customer's collector field same as the salesman. Then A/R aging report by collector is same as by salesman. Unfortunately, there's no utility to change all your collectors to be same as your salesman. We could help you to do a mass update through PSQL back end. Don't do this yourself. Just call us, if you don't want to manually change customer collector yourself. In the future, you need to adopt a new procedure when adding customer, or change customer's salesman and ensure the collector equal to salesman.
If above procedure is too much to you, another alternative is to use A/R expanded aging report which can exported to CSV file. Salesman column is part of the CSV file. Therefore, you can bring up this CSV file in Excel, and sort on the salesman (then, customer, apply-to# and doc-date). This will be equivalent to A/R aging report by salesman in the spreadsheet format.