Layaway Account Activity Reports

There are two Layaway Account Activity reports; summary and detail:

The Layaway Account Activity Summary section lists all of the accounts selected by the user and shows activity processed against the account. For each layaway account, the account ID, customer name, and phone number are given. In addition, the setup date, last activity date, last payment date, and account status are shown. Financial information about the account includes the total amount when the layaway account was opened, total payments made, and current balance due.

The Layaway Account Activity Detail section displays the detailed information about the actual purchases made with a line for each transaction ID processed against the account. For each transaction ID, the date, item ID's and Descriptions, associate, status, quantity, item total, and extended price are given.

Table 8-2 Layaway Account Activity Reports Parameters

Parameter Description

Summary Report

Layaway ID

The layaway number.

Customer Name

The customer's name.

Phone

The customer's telephone number.

Date

Setup Date: The date the layaway was set up.

Last Activity: The most recent date for any activity on the account.

Last Payment: The most recent date for any payment on the account.

Status

The layaway account status.

Total

The total amount currently charged to an individual layaway account.

Payment

The total amount that has been paid against the account total.

Balance

The total remaining amount due on the layaway account.

Detail Report

Tran ID

The transaction number.

Date

The transaction date.

Item

The item identifier.

Description

The item description.

Assoc

The sales associate identifier.

Status

The status of the line item.

Qty

The quantity of the line item.

Total

The item price per unit.

Ext Price

The price of each individual layaway item is multiplied by the quantity of items to calculate the extended price for the item. Extended price will also include tax when applicable

Criteria Selections for Account Activity Reports

Select an option or make entries in any of the following fields to determine report output:

  • Base Age On: Select an option from the list including Setup Date, Last Activity Date, Last Payment Date.

  • Date Range: Enter a single fixed date, a date range (begin and end dates) or select a relative date option (Yesterday, Last Week, and so on) from the drop-down list.

  • Layaway Account Status: Select one of the valid account statuses from the drop-down list.

  • Sort Order: Select Customer Last Name or Setup Date.

Figure 8-2 Sample: Layaway Account Activity Report


Layaway Account Activity Report