AR Trace Maintenance Report

Report Parameters

Field

Description

Report Name

The name of the report.

From Date

The start date from when the data must be considered for generating the report.

To Date

The end date until when the data must be considered for generating the report.

Report Options

Available options include the following:

  • All

  • Completed

  • Uncompleted

Select Options

Available options include the following:

  • Account Name

  • Account Code

  • User Name

A/R Account Names

A list of all the available A/R account names.

This field is displayed when Account Name is selected in select options.

A/R Account Codes

A list of all the available A/R account codes.

This field is displayed when Account Code is selected in select options.

User Name

A list of all the available usernames.

This field is displayed when User Name is selected in select options.

Sample Report

Chart

Description automatically generated with low confidence

Report Fields

Field

Description

Trace Date

The trace date that has been configured against the account for the user.

Acct. Code

The account code associated with the A/R account.

Acct. Name

The name of the A/R account.

Task

The description of the task that has been configured in the AR Maintenance screen.

Assigned To

The user to whom the task is assigned.

Completed

Indicates whether the task is completed or not.