8 Layaway Reports
Layaway Aging Reports
There are two Layaway Aging reports: summary and detail:
The Layaway Aging Summary Report lists all of the Layaway Accounts and their respective ages that fall within the aging period (a range of days) selected by the user. Each account record indicates the original setup date, last activity date, last payment date, original amount at setup, account age, total payments made, and balance due. A report total of all balances due is given at the end of the report.
The Layaway Aging Detail Report provides the information that appears on the Summary Report plus additional information about the items on the layaway. For each activity against a specific account, the transaction ID, date, and item information are provided. Payments and deposits made to the account are listed as well as the transaction number in which the activity occurred.
Table 8-1 Layaway Aging Reports Parameters
Parameter | Description |
---|---|
Summary Report |
|
Layaway ID |
The layaway number. |
Customer Name |
The customer's name. |
Phone Number |
The customer's telephone number. |
Date |
Setup: 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. |
Age (Days) |
The age of the account since setup. |
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 |
|
Transaction |
The transaction number. |
Date |
The transaction date. |
Item |
The item identifier and description. |
Assoc |
The sales associate identifier. |
Status |
The status of the line item. |
Quantity |
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 Layaway Aging 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.
-
Aging Criteria: Select one of the ranges from the list including 0-7 days, 8-14 days, 15-21 days, 22-28 days.
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Sort Order: Select Customer Last Name or Setup Date from the list.
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Display: Summary, Detail, Both
Figure 8-1 Sample: Layaway Aging Reports
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.
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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