What's in a name? Nothing, I guess.
Today I was looking at the revamped aging report in the new 5000 series. Some accounts in the report are listed multiple times. Here, picture this: You have an account with ACME Products and they have an outstanding balance of $1,500. Ok, well that will show up on some "detail" report, but if you go to your aging summary to get a quick snapshot of what you've got hanging out there, you might see ACME Products listed two, three or even four times. And the aging amounts will be different on each line!
What is this all about? How come we list an account multiple times with a variety of balances? Well, that's a big deal! -- if you care about names. See, the balances are indeed correct. They are just correct for other account names that aren't listed on the summary report. So if you see that ACME owes $1,500 and then below it ACME owes $300 and then below that ACME owes $966, all you need to do is back out of the report and look at the detail report (which by default displays on your screen before you engage the summary feature).
On the detail report you can find the name of the company that owes $300 by doing a little math. You can find the name of the company that owes the $966 also by doing a little searching and adding.
What you should do is WRITE DOWN the names of each of these companies and their corresponding balances (which you have calculated from the detail report). Then when you SWITCH over to the SUMMARY Aging Report all you have to do is PRINT it out and then CROSS OUT the repeating ACME Products name and WRITE IN the names of the correct companies.
I don't mind doing it this way. Any other way would be, well, un-Powerflash-like.
The NO NAME or WRONG NAME theme runs rampant through the 5000 series:
-On the NEW COUPON REPORT every customer's name displays as "Test Customer"
-When running the marketing reports I see that there are customers that have registered without having to enter a name, or Powerflash just didn't retain the name.
-Hotel Customers can get orders through on our website that do not contain their name or even their room number.
It is our TWELFTH DAY since "upgrading" and I considered writing the entire Twelve Days of Powerflash Song, but decided it was even too juvenile for me.
No fixes or patches since the CONVENIENCE FEE patch over a week ago.
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