The Edit function is used to manually edit Finance Charges for individual Customers.
- Select Edit from the Finance menu.
- Select the Customer from the Customer list.
- Press [Enter].
- Enter the new amounts in the Current Charge and Old Charge fields.
- Select [Ok] to save the new Finance Charges.
Edit Finance Charge Screen Fields:
Current Charge
The Current Finance Charge is displayed as CUR FN CHG in the Open Invoices list.
Old Charge
The Previous Finance Charge is displayed as PRV FN CHG in the Open Invoices list.
Last Finance Date
The Open Date of the previous Billing Period is displayed as the PRV FN CHG date in the Open Invoices list.
Oldest Open Invoice
Defines how far back to look when searching for Open Invoices. If it is believed that older invoices (probably stored in older transaction files) are not being located, change this date to an older date for a specific Customer. The Sales - Receivables Aging report should then be run for the Customer. If it is believed that older invoices are not being located for ALL CUSTOMERS, run the utility DELUTIL.EXE and select Update, Customers and enter an older date, like 01/01/2015. This sets all customers Oldest Open Invoice date back to 01/01/2015. The Sales - Receivables Aging report should then be run for ALL Customers.
See:
Accounts Receivable Contents