{"id":11116,"date":"2015-05-22T13:37:15","date_gmt":"2015-05-22T13:37:15","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=11116"},"modified":"2015-05-22T13:37:15","modified_gmt":"2015-05-22T13:37:15","slug":"summary-collection-report","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/05\/22\/summary-collection-report\/","title":{"rendered":"Summary Collection Report"},"content":{"rendered":"<p>In any ERP software, Account Receivable plays a very important role as it gives you the information about the money owed by customers to another entity in exchange for goods or services that have been delivered, but not yet paid for. Because of this, accounts receivable is listed as a current asset on the seller\u2019s balance sheet.<br \/>\nIn <a href=\"http:\/\/www.sagesoftware.co.in\/\" target=\"_blank\" rel=\"noopener\">sage 300 ERP<\/a>, we have developed a report which provides you with the list of the outstanding amount paid against the invoices. This will be more useful in identifying the amount due against a customer.<br \/>\nSuppose there are many invoices which are still open and you want to know the list of such invoices and also the amount pending against those invoices then this report will help you. If you want to know the pending balance against the customer, even then you can use this report to find it.<br \/>\nWe have provided \u201cfrom\u201d and \u201cto\u201d filtering option as shown in below image:<br \/>\n<span style=\"color: #000000\"><span style=\"color: #800000\"><strong><em>New Stuff: <\/em><\/strong><\/span><a title=\"Migrate Remit-To-Address from Sage Business Vision to Sage 300 ERP\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/05\/21\/migrate-remit-to-address-from-sage-business-vision-to-sage-300-erp\/\" target=\"_blank\">Migrate Remit-To-Address from Sage Business Vision to Sage 300 ERP<\/a><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/05\/3.jpg\" target=\"_blank\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-11118 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/05\/3.jpg\" alt=\"3\" width=\"405\" height=\"217\" \/><\/a><\/p>\n<p style=\"margin: 0cm 0cm 10pt\"><span lang=\"EN-US\"><span style=\"color: #000000;font-family: Calibri;font-size: medium\">The output will be as follows:<\/span><\/span><\/p>\n<p style=\"margin: 0cm 0cm 10pt\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/05\/41.png\" target=\"_blank\"><img decoding=\"async\" class=\"aligncenter wp-image-11119 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/05\/41.png\" alt=\"4\" width=\"620\" height=\"622\" \/><\/a><\/p>\n<p style=\"margin: 0cm 0cm 10pt\">As shown above, you can get the customer name, Id, Document number, batch and entry number, invoice amount and the outstanding amount against the invoice.\u00a0 At the end of each customer, the total outstanding balance is also displayed. This report will pick only those invoices which have outstanding amount.<\/p>\n<p style=\"margin: 0cm 0cm 10pt\">This report is useful to get the customer wise outstanding balance.<\/p>\n<p style=\"margin: 0cm 0cm 10pt\"><span style=\"color: #800000\"><em><strong>Also Read:<\/strong><\/em><\/span><br \/>\n1.<a title=\"Use Item Comment as Default \u2013 AR Setup Options\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/04\/30\/use-item-comment-as-default-ar-setup-options\/\" target=\"_blank\">Use Item Comment as Default \u2013 AR Setup Options<\/a><br \/>\n2.<a title=\"Account Receivable Transaction Reports in Sage 300 ERP\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/05\/27\/account-receivable-transaction-reports-in-sage-300-erp\/\" target=\"_blank\">Account Receivable Transaction Reports in Sage 300 ERP<\/a><br \/>\n3.<a title=\"Default settings for Receipts in Account Receivable in Sage 300 ERP\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/01\/27\/default-settings-for-receipts-in-account-receivable-in-sage-300-erp\/\" target=\"_blank\">Default settings for Receipts in Account Receivable in Sage 300 ERP<\/a><br \/>\n4.<a title=\"Delete Inactive Records in Account Receivable\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/12\/31\/delete-inactive-records-in-account-receivable\/\" target=\"_blank\">Delete Inactive Records in Account Receivable<\/a><br \/>\n5.<a title=\"Clear Sales History from Account Receivable Module in Sage 300 ERP\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/09\/04\/clear-sales-history-from-account-receivable-module-in-sage-300-erp\/\" target=\"_blank\">Clear Sales History from Account Receivable Module in Sage 300 ERP<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In any ERP software, Account Receivable plays a very important role as it gives you the information about the money owed by customers to another entity in exchange for goods or services that have been delivered, but not yet paid for. Because of this, accounts receivable is listed as a current asset on the seller\u2019s\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/05\/22\/summary-collection-report\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[61,649,1838,1905,2788],"class_list":["post-11116","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-account-receivables","tag-customer-balance","tag-outstanding-balance","tag-pending-amount","tag-summary-collection"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Summary Collection Report - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/05\/22\/summary-collection-report\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Summary Collection Report - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In any ERP software, Account Receivable plays a very important role as it gives you the information about the money owed by customers to another entity in exchange for goods or services that have been delivered, but not yet paid for. 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