Customer Age Analysis  - Setup Tutorials

How to Add Transactions to the WIP Column

ℹ️ Completing this step will show the amount of work-in-progress on the age analysis. 

1. Navigate to Main Menu > Setup > Accounting > Settings & Defaults (tab) > Setup Customer Age Analysis.

2. Click Edit (button) in the header.

3. Click Edit... in the Value column.

4. Click Add (button).

5. Select Transaction Type - Work in Progress in the Section column. 

6. Select the transaction in the Transaction column (e.g. Sales Order (SO)).

7. Click Add (button).

8. Select Transaction Type - Work in Progress in the Section column. 

9. Select the transaction in the Transaction column (e.g. Sales  Return (ISRT)).

10. Click Save (button).

How to Add Invoices to the Customer Age Analysis

ℹ️ This step only affects the value of the WIP column. It does not alter the total amount due.

1. Navigate to Main Menu > Setup > Accounting > Settings & Defaults > Setup Customer Age Analysis.

2. Click Edit (button) in the header.

3. Click Edit... in the Value column.

4. Click Add (button).

5. Select Transaction Type - Customer Invoice in the Section column. 

6. Select Customer Invoices (CI) in the Transaction column.

7. Click Save (button).

How to Add Credit Notes to the Customer Age Analysis

ℹ️ This step only affects the value of the WIP column. It does not alter the total amount due.

1. Navigate to Main Menu > Setup > Accounting > Settings & Defaults > Setup Customer Age Analysis.

2. Click Edit (button) in the header.

3. Click Edit... in the Value column.

4. Click Add (button).

5. Select Transaction Type - Customer Credit Notes in the Section column. 

6. Select Customer Credit Notes (CC) in the Transaction column.

7. Click Save (button).

Related Topics

• Reference: Customer Age Analysis

• Tutorial: Customer Age Analysis