Customer Outstanding

 

Customer outstanding is a report where it will show the receivable amount of customer based on Invoice generated.

 

User can take this report from Query as well as from Report menu option.

 

Report criteria

 

User is required to select desired criteria – Enterprise/Group of Companies/Company/Business Unit/Segment/Zone

 

User is required to select desired date to get the reports on selected date

 

This report can be exported to excel by clicking on Export to Excel button
 

 

Parent Account Head: if Parent Account Head not chosen then all data will be populated. If parent account head is selected then it will populate the data related to the selected parent account only.

 

Option: There are two options available

 

Default – Account head wise data will be populated

Company wise – After clicking on any Account Head, company wise data will be populated

 

If user clicks on any Account Head then it will drill down to next level and details of selected Account Head will be populated

 

 

This report can be exported to excel by clicking on button

 

Segment and Zone

 

To enable Segment and Zone go to Administration > Company > Business Unit (BU)

 

Step1: Tag the Business Units with respective Segment and Zone

 

 

Step2: Go to Queries > Customer Outstanding

 

 

Step3: Select the option as Segment or Zone

 

Step4: Select the respective Segment or Zone name

 

Step5: Select Parent Account Head as “Customer (Memorandum)”

 

Step6: Click on Refresh

 

 

 

Now check that system is displaying the Customer Outstanding data based on the Segment or Zone selected. User can export the same data to Excel format as well.

 

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