New Articles

  1. Tank Exception Report

    This dashboard honors user restrictions based on Customer Location. Purpose Based on the selection and frequency for Category or Days Allowed Between service, a listing of tanks needing to have the service category performed display. Detai...
  2. Past Due Invoices Dashboard

    The dashboard is based on data from a scheduled extract that occurs daily and honors the User restrictions based on Customer Location. Purpose The Past Due Invoices dashboard displays an invoice count and dollar amount of past due Invoices by...
  3. Finance Charges Collected Dashboard

    This dashboard is based on data from a scheduled extract that occurs daily and honors restrictions based on Customer Location. Purpose The Finance Charges Collected dashboard displays the amount of Finance Charges collected each fiscal mon...
  4. Customer AR History Dashboard

    This dashboard is based on data from a scheduled extract that occurs daily and honors User restrictions based on Customer Location.     Purpose The Customer AR History dashboard displays a Customer's ending balance for a selected m...
  5. Credit Manager Dashboard

    The Credit Manager dashboard is based on data from a daily, scheduled extract. This dashboard honors user restrictions based on Customer Location. Purpose The Aging Buckets are as follows: Over 90 Days Past Due – The due date is 91+ days p...
  6. Aged Invoices with Grain Balances Dashboard

    This dashboard honors user restrictions based on Customer Location. Purpose The Aged Invoices with Grain Balances dashboard helps determine if a Customer has a Grain balance that can be utilized to settle the AR balance. Details The balance...
  7. Aged Invoices by Customer Dashboard

    The Aged Invoices by Customer dashboard is based on data from a daily, scheduled extract. This dashboard honors user restrictions based on Customer Location. Aged Balances Purpose The customer Accounts Receivable Balance information by Stan...
  8. Outstanding Bookings Dashboard

    The Outstanding Bookings dashboard honors user restrictions based on login Location. This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Outstanding Bookings Dashboard displays the remaining doll...
  9. Bookings by Product Manufacturer

    Purpose The Bookings by Product Manufacturer dashboard is used to evaluate Booking dollars and quantity by the product manufacturer. Details Deleted and voided Bookings are excluded from the dashboard. Both prepaid and unpaid Bookings are inc...
  10. Bookings by Customer Ship To Dashboard

    This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Bookings by Customer Ship To dashboard displays a map of Customer Ship To locations with an open Booking. The table below the map displays a list of open ...