Use this form to set up and manage user-defined aging
buckets.
You can use aging buckets to analyze the maturity of customer
accounts and vendor accounts, based on a date that you enter. That
date, along with the unit and interval information that you enter
on the
tab in
this form, is used to calculate a date interval for each time
bucket in the aging bucket. Each time bucket that you set up for
the aging bucket corresponds to a column in the form or report when
the analysis is performed. The time buckets are shown on the form
or report in the order that you set them up in this form.
You can use aging buckets with the following forms:
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Example
Assume that today is January 11, 2006.
Unit
Interval
Example
Explanation
-1
From January 1 to January 8, 2006
Days elapsed in the current month.
-1
From January 9 to January 10, 2006
Days elapsed in the current week. The week starts on Monday.
0
January 11 2006
The current day.
1
From January 12 to January 15, 2006
The days remaining in the current week. The week ends on
Sunday.
1
From January 16 to January 31, 2006
Days remaining in the current month.
1
After February 1, 2006
All days after the current month until the last day of the last
created fiscal year in the
form.
Navigating
the form
The following tables provide descriptions for the controls in
this form.
Create and view the names and descriptions of aging bucket
specifications.
Specify the
,
, and
for each time bucket line to
include in the aging bucket specification. The line that has zero
in the
field represents the date that the analysis is run.
Lines before zero will have -1, and lines after zero will have 1 as
a default entry in the
field, but can be changed.
Use the
and
buttons to
rearrange the lines. The 0 (zero) line cannot be moved.
Place the pointer where you want to insert a new line and press
CTRL+N.
Note
If you create more than six lines, you cannot select the aging
bucket in reports.
Fields
Field
Description
Enter a name for the aging bucket.
Enter a description of the aging bucket.
Enter text to display at the top of columns in analysis forms
and reports to identify the bucket description.
Enter a number to represent the interval for the size or length
of the time bucket.
Note
The number in this field is positive, negative, or zero. You
must enter one zero unit line for each aging bucket that you set
up. The zero value identifies the column that represents the
current interval, which can be, for example, a day or a week. A
positive value represents the future and a negative value
represents the past in relation to the zero time bucket. For a
negative interval unit, the ending date of the interval is the day
before the next time bucket. For a positive interval unit, the
starting date of the interval always is the date that follows the
previous time bucket.
Select an interval for the time bucket line.
Tip
Unlimited for a positive quantity means it should include all
days after the end of the previous time bucket until the last day
of the last created fiscal year in the
form. Unlimited for a negative quantity is from a blank
starting date until the day before the following time bucket.
Select the printing direction for the aging bucket
specification.
means future
direction and
means past
direction.
Example
Note
Tip
