Menu Path: Accounts Receivable Chargebacks Chargeback Management Aging Analysis
Allow management and chargeback team members to review the aging of unpaid chargebacks.
Use Chargeback Management Aging Analysis to display chargeback aging in a number of different ways to facilitate management and analysis.
Button |
Description |
Exit |
Click this button to close the Chargeback Management Aging Analysis window. |
Show Data |
Click this button to display chargeback aging information on the Results tab based on the selected criteria on the Select tab. |
Field or Button |
Description |
Select the date to use for aging purposes. You can use the chargeback, reference, or expiration date. Aging is calculated from today’s date. Example Today is 3/1/2020. A chargeback has a chargeback date of 2/16/2020. If the first aging bucket days is 30 and you select the Chargeback radio button, then this chargeback is included in the 1-30 aging bucket. |
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Select this check box to display chargeback aging for all chargeback teams. This check box is selected by default. If you want to display chargeback aging for a single chargeback team, clear this check box, then enter the chargeback team, or click the Lookup button to select the chargeback team. |
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Select this check box to display chargeback aging for all chargeback divisions. This check box is selected by default. If you want to display chargeback aging for a single chargeback division, clear this check box, then enter the chargeback division, or click the Lookup button to select the chargeback division. |
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Select this check box to display chargeback aging for all chargeback groups. This check box is selected by default. If you want to display chargeback aging for a single chargeback group, clear this check box, then enter the chargeback group, or click the Lookup button to select the chargeback group. |
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Select this check box to display chargeback aging for all chargeback reasons. This check box is selected by default. If you want to display chargeback aging for a single chargeback reason, clear this check box, then enter the chargeback reason, or click the Lookup button to select the chargeback reason. |
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Select this check box to display chargeback aging for all chargeback statuses. This check box is selected by default. If you want to display chargeback aging for a single chargeback status, clear this check box, then enter the chargeback status, or click the Lookup button to select the chargeback status. |
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Select this check box to display chargeback aging for all customers. This check box is selected by default. If you want to display chargeback aging for a single customer, clear this check box, then enter the customer code, or click the Lookup button to select the customer code. |
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Select whether to display chargeback aging for resolved, unresolved, or both resolved and unresolved chargebacks. |
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Select the first level of information to display on the Results tab when you click the Show Data button in the ribbon. The display options correspond to the filter options. Select one of the following:
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Select the second level of information to display in the Results grid when a row in the first level of information is double-clicked. The options are the same as the display options. Note You must select a drill-down option that is different than the display option. Example If the display option is Team, you cannot select Team as the drill down option. When displaying this second level of information in the Results grid, the display option is in the first column, and the drill down option is in the first column. |
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Click the Lookup button to select a currency for all displayed amounts. This defaults to the default general ledger currency. |
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Select whether to display summary or detail information. |
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Enter the number of days for up to six aging buckets. This defaults from Accounts Receivable Control Maintenance. |
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These fields display the number of the first day in each time bucket range, based on the entered aging days. |
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These fields display the number of the last day in each time bucket range, based on the entered aging days. |
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Enter a number of future days for the chargeback analysis. This defaults from Accounts Receivable Control Maintenance. |
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Enter an amount if you do not want to include chargebacks that are less than this amount in the analysis. This exclusion criteria is enabled for all display options. |
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Enter an amount if you do not want to include a customer’s chargebacks if the total number (count) of chargebacks is less than this amount. This field is only enabled if you select the Customer radio button in the Display section. |
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Enter an amount if you do not want to include a customer’s chargebacks if the total amount of chargebacks is less than this amount. This field is only enabled if you select the Customer radio button in the Display section. |
Field or Button |
Description |
This grid displays chargeback aging information based on the criteria selected on the Select tab. |
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These fields display the number of chargebacks for each aging bucket (including one for future if a date is greater than today) and the total number of chargebacks. |
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These fields display the amount of chargebacks for each aging bucket (including one for future if a date is greater than today) and the total amount of all chargebacks. |