This table defines Balance Aging Groups and aging buckets for different aging groups. To set up and maintain the Balance Aging Groups table:
Under Data Management double-click Balance Aging Groups. This displays the Balance Aging Groups window.
The Balance Aging Groups window contains the following information.
Aging Group ID
(read only)System-generated identifier that uniquely identifies the aging group.
Description
A description of the aging group.
The shortcut menu for this table lets you add, edit and delete balance aging groups. See Working with Data Management Tables. The following sections describe how to add, edit and delete aging buckets for a group.
Aging Buckets
To view aging buckets for an aging group:
Right-click on the aging group and select View Buckets. This displays the Balance Aging Buckets window.
The Balance Aging Buckets window contains the following information.
Start Days
Displays the number of days a balance must be past due to be in this bucket.
Description
Displays a description of the start days.
Editing and Adding a Balance Aging Bucket
To modify a Balance Aging Bucket:
Right-click on a row in the Balance Aging Buckets window and select Edit or New.
Enter the number of days a balance must be past due to be in this bucket.
Enter a description of the Start Days.
Click Save.
Deleting a Balance Aging Bucket
To delete an existing Balance Aging Bucket, right-click on a row in the Balance Aging Buckets window and select Delete.