Contents of the Compute Customer Finance Charges Screen
Use the fields and options to configure the Compute Customer Finance Charges screen.
Identification
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
Field | Description |
---|---|
Parameter ID |
Enter, or click
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults. |
Description |
Enter, or click
|
Selection Ranges
Field | Description |
---|---|
Select By |
Use the drop-down list to choose whether to compute the finance charges by customer account or by invoice number. |
Options |
Enter, or use the drop-down list to select, the range of customer accounts or invoice numbers for which you want to calculate finance charges. The options are:
|
Start |
If you selected
One,
Range, or
To End in the
Option field, enter, or click
|
End |
If you selected
Range or
From Beginning in the
Option field, enter, or click
|
Ending Period
Field | Description |
---|---|
Accounting Period |
This field displays One to indicate that you can compute finance charges for one fiscal year, period, and subperiod. |
Fiscal Year |
Enter, or click
|
Period |
Enter, or click
|
Subpd |
Enter, or click
|
Ending Date |
This field displays the ending date for the fiscal year, period, and subperiod that you select. Note: Each invoice will have its corresponding finance charge amount.
|
Options
Field | Description |
---|---|
Purge Computed Finance Charges |
Select this check box to delete all computed finance charges from the accounts receivable finance charges table. This process does not delete any information from the Accounts Receivable History table, so your customers' accounts receivable records are still accessible. Purging computed finance charges makes more space available in your database. |
Print Finance Charges Report |
Select this check box to print the Finance Charges report. This check box is selected by default. |
Include invoices with no current period charges |
Select this check box to include those invoices that have no current period charges. |
Compute Finance Charges |
Click
|
Print/Compute Finance Charges |
Click
|