AA00033: AR/AP B.I. Tags (NEW)

Description:

Allows for customization of Business Intelligence reports and dashboards based on groups of master files in relation to AR/AP transactions.

Located At:

Main > Core Business > AR/AP > Business Intelligence Settings > AR/AP B.I. Tags

Initial Tabs, Fields, And Columns:

  • General (Tab Page)
    • Code
    • Description
  • Filter: Global Tax Structures
    • Grid:
      • Code
      • Description

Initial Reports:

  • AR/AP B.I. Tags

Example:

 

AA10004: Customer/Supplier Statement Of Account

You will now be able to “Send As PDF To Stored B.I. Emailer” from the following Reports:

  • C/S SOA Open Item (w/ Aging)
  • C/S SOA Open Item (w/o Aging)
  • C/S SOA Open Item (w/ Project References)
  • C/S SOA Balance Forward
  • C/S SOA Balance Forward (w/ Details)
  • C/S SOA Open Item (w/ BCF References)
  • C/S SOA Balance Forward (w/ BCF References)