Here is a description of the custom aged analysis selection fields.
Key: * – Mandatory field
| Field | Description | |
|---|---|---|
| Aged Analysis Name | * | Name of the aged analysis definition that you want to use to format the report. |
| Aged Analysis Currency | Currency in which all values on the resulting report will be displayed. The default is taken from that defined on the selected aged analysis definition, or "Home" if undefined. |
Transaction Filter
The default general ledger account and account currency are those defined on the selected aged analysis definition, or All if undefined.
| Field | Description |
|---|---|
| General Ledger Account | If set to All, no filtering by general ledger account is performed. If a single general ledger account is selected, then only accounts with that general ledger account are listed. This field supports corporate and local GLAs. |
| Account Currency | If set to All, no filtering by currency is performed. If an active currency The currencies in which your Salesforce CRM organization does business. Sometimes called "organization" or "org" currencies. is selected, only accounts with that account currency are listed. Must be an accounting currency The currency in which your company does business. A company can have more than one accounting currency. owned by the current company The company in which you are working. This is represented by the company queue to which you, and new instances of objects you create, are assigned.. |
Account Selection
If you select All in the General Ledger Account field, all accounts are displayed. If you select a GLA in the General Ledger Account field, all the accounts that use this GLA and have any associated documents are displayed on the Available list for selection.
| Field | Description |
|---|---|
| Available | List of accounts available for selection. An account must pass both filters to be listed. |
| Selected | List of accounts that you want to include on the resulting aged analysis report. Make sure that you have selected no more than 100 accounts before you run the report. |
Use the Add and Remove buttons to move accounts between these lists.
Buttons
| Button | Description |
|---|---|
| Select Currency | Helps you select an appropriate currency. Click Apply to confirm your selection or Cancel to abort. |
| Run Report | Generates and displays an aged analysis report based on the specified criteria. |