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Set-Up
Checkmark the option that will allow users responsible for processing AR Write-offs to identify the ones that should be ignored for collections purposes.
Process
Set selected AR Write-offs to be ignored for collection purposes, so they are ignored when issuing statement of accounts (reminder statements) and included or excluded form Receivable reports.
Auto-Note
Use of the option will trigger an auto-note with a system defined group type and type.
AR Write-Off Properties
Create the AR Write-Off.
Once on the properties form, checkmark the "Ignore AR Write-off for collection purposes" checkbox on the bottom of the AR Write-off properties form, to apply this status to the affected AR write-off.
On POST, the AR Write-off ignored for collection purposes status will trigger a "Collection Note" with status completed, showing that the AR write-off is set to be ignored for collection purposes.
If the setting is subsequently removed, a new collection-note with status completed is added to the collection journal showing that the AR write-off is no longer set be ignored for collection purposes.
This status can be set on AR write-offs which are already posted.
Show AR Write-Off Filter Use
Use the “Ignore for collection purposes” checkbox option in combination with other options, to filter and find AR Write-offs with this status.
Impact on Sent Statements of Account
The statement of account will include all receivables with an AR balance including those where the AR balance was written off and the write-off was identified to be ignored for collection purposes.
AR Dashboard
Use the “Include AR write-offs ignored for collection purposes” checkbox option found in the “Other” tab to include AR balances otherwise ignored.
Aged AR Report
The report disregards the affected AR write-offs when presenting the results. Checkmark the "Print only the Accounts Receivable write-offs which were set to be ignored for collection purposes" to obtain a list of affected AR write-offs.
