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Overview
Overview
A Supplier Age Analysis shows you all the suppliers' outstanding balances grouped by period.
In QuickEasy BOS Enterprise you are able to customise the age analysis and select additional transactions to include in this report. The standard transactions that make up the suppliers' outstanding balances are automatically included.
In this tutorial, you will learn how to customise a Supplier Age Analysis.
Navigation: Main Menu > Setup > Accounting > Settings & Defaults > Setup Supplier Age Analysis.
Table of Contents
How to Add Transactions to the WIP Column
How to Add Transactions to the WIP Column
ℹ️ Completing this step will show the amount of work-in-progress on the age analysis.
Navigate to Main Menu > Setup > Accounting > Settings & Defaults > Setup Supplier Age Analysis.
Click Edit (button) in the header.
Click Edit... in the Value column.
Click Add (button).
Select Transaction Type - Work in Progress in the Section column.
Select a transaction from the dropdown list in the Transaction column (e.g. Work Orders (WO)).
Click Save (button).
How to Add Invoices to the Supplier Age Analysis
How to Add Invoices to the Supplier Age Analysis
ℹ️ This step only affects the value of the WIP column. It does not alter the total amount due.
Navigate to Main Menu > Setup > Accounting > Settings & Defaults > Setup Supplier Age Analysis.
Click Edit (button) in the header.
Click Edit... in the Value column.
Click Add (button).
Select Transaction Type - Supplier Invoice in the Section column.
Select Supplier Invoices (INV) from the dropdown list in the Transaction column.
Click Add (button).
Select Transaction Type - Supplier Invoice in the Section column.
Select Supplier Invoices (EXP) from the dropdown list in the Transaction column.
Click Save (button).
How to Add Debit Notes to the Supplier Age Analysis
How to Add Debit Notes to the Supplier Age Analysis
ℹ️ This step only affects the value of the WIP column. It does not alter the total amount due.
Navigate to Main Menu > Setup > Accounting > Settings & Defaults > Setup Supplier Age Analysis.
Click Edit (button) in the header.
Click Edit... in the Value column.
Click Add (button).
Select Transaction Type - Supplier Debit Notes in the Section column.
Select Supplier Debit Note (INV) from the dropdown list in the Transaction column.
Click Add (button).
Select Transaction Type - Supplier Debit Notes in the Section column.
Select Supplier Debit Note (EXP) from the dropdown list in the Transaction column.
Click Save (button).
Related Topics
Related Topics
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