This scenario is a basic Customer Aging demonstration for tracking invoices for multiple customers. In this walk-through, we'll open a basic aging summary and modify it to fit our specific needs. We will then drill into the details tab, take notes on any unpaid invoices, then save them back to the database. This Detail report will also provide the data needed to drill further into each order and customer.
We can go directly to any section of this walk-through by clicking one of the links below.
Navigating to the Aging Summary
Step 1: Open the report "INTERJECT Customer Collections" under the INTERJECT Demos in the Report Library .
This will bring up the Customer Aging Summary.
Step 2: We will retrieve the data by clicking "Pull Data" in the INTERJECT menu and clicking "Pull Data" in the subsequent popup.
This will populate the data into the spreadsheet.
Step 3: Since we're not concerned with all the customers right now--we'll only need the status of those in the Market sector--we filter for "Market" in the “Company Name” filter.
Now Let's use "Pull Data" again to refresh the data.
Step 4: Once the companies are pulled, we can see that "Save-a-lot-Markets" has invoices 90 days overdue!
Drilling into the Aging Detail
: Now we will use the
on the Customer Aging Detail report for a closer look at the overdue invoices. Here we can select any cell on the row below because as long as we select a cell on the row with the overdue invoices the
will take us to the details of that client's invoices.
Once that cell is selected we can drill deeper into the data. Below are the descriptions for each step.
- First, select cell or row to drill.
Select the Drill operation in the INTERJECT Ribbon.
Select the desired "Drill" we would like to perform , in this case we are selecting "Drill to Aging Detail".
- Complete the drill be selecting "Do Drill."
This allows us to see which invoices have not been paid. As we look deeper, notice that more recent invoices are paid, but the customer is struggling to pay past-dated invoices.
Step 2: We see that Jose mailed a check for the first invoice and it should arrive on the 18th. However, we still need to call about the other invoice and note what is discussed.
Step 3: Now that we have talked with Joe we find out that he will be mailing the check with the overdue funds tomorrow. To keep from forgetting let's add a note to our report.
Saving the Data
Step 1: Now that our notes are written down, we need click the "Save Data" operation to save the notes back to the database.
Step 2: To do this, let's click the "Save Data" menu in the INTERJECT Ribbon menu and the "Save Data" in the popup.
Notice the Save Results column and ensure that it was updated correctly and there were no errors
Clicking the "Clear" operation will remove any data that was pulled into the spreadsheet.
Notice that the filters are not cleared, so a re-pull is easy.
Step 4: Now we'll use the "Pull Data" operation the data again to ensure it's completely refreshed.
We'll see that the saved data was pulled back into the spreadsheet, confirming that it was saved correctly.
Now let's move to a Pivot Table so that we can easily manipulate the data provided by the Customer Aging tab.
Moving to a Pivot Table
Step 1: First, navigate to the Pivot table tab.
To do this Click on the "PivotTableAndReportRun" tab.
For our example, we are going to use a Company Name "Market" filter to narrow our search just like we did for Customer Aging.
Step 2: Now lets use "Pull Data" to retrieve the data.
From pulling, we can see that Save-a-lot-Markets has already paid their invoices for 1998 but are behind on previous invoices.
We want even more specific detail, though, such as month-to-month information. We can alter the Pivot table to accommodate this.
Step 3: Click anywhere inside the Pivot table to bring up the table's field list.
Step 4: Now we can drag the Year-Mth box in the Row Labels to the column labels section.
Notice that we do not need to use the "Pull Data" is needed to view the new layouts.
From here we can see that Save-a-lot Markets had large invoices in July and August that they have yet to pay. However, we can also see the effort to pay off those invoices in the following months by the over-payments they've made. We'll take note of this activity and we can proceed to the next report: Inventory Report Walk-Through.