Installment Receivables Report Definitions

Installment Receivables Report Definitions

Info
Module: Reports
Path: Reports > Continuity/Installment Reports > Installment Receivables Report 
Topic: Installment Receivables Report 
Version(s):  5.1 and up
Editions: All

What Is Installment Receivables Report 

  1. Continuity/Installment Reports
    1. Installment Receivables - This report provides information on installment receivables by fiscal week.       

Making The Connection

Where Will I See This Within OLX?

This report shows installment information for orders entered for a given date range.

What Imports/Exports Relate to Installment Receivables Report?

  1. At this time there are no imports/exports related to the report

Setup


Preview




You'll notice control buttons displayed just above the results. Review Report Tools (orderlogix.com) article for more information on how to utilize each control button. :
  1. View Report  - Displays results
    1. Displays the toolbar 
  2. Hide Controls - Hides report filters
    1. Show Controls - Displays report filters
  3. Show Schedules  - Displays schedule editor
    1. Format filter will display at top of screen
    2. Delivery and Encryption tabs will display on bottom left of screen
  4. Show Instances - Displays list of previously ran and pending reports. Click on the status to review the job log.
  5. Close  - Close out of the report popup.

Report Definitions

Using Calendar Icon to Set Date(s) is a good article to review when running reports manually or scheduling for automation.

Filters

Filter
Definition
Date Type
  1. User Selected
    1. Allows the user to select any calendar day for start and end range.
  2. Last Week (S)
    1. The previous week starting with Sunday will automatically be set in the Date Range
  3. Last Week (M) 
    1. The previous week starting with Monday will automatically be set in the Date Range
  4. This Quarter
    1. Date Range will set to the current quarter based off the current date and which quarter it falls in:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  5. Last Year
    1. Jan 01 of previous year to Dec 31 of previous year
  6. Last Month
    1. Day one of previous month to the last day of the previous month
  7. This Week (S) - Sunday
    1. Current week from Sunday to the following Saturday
  8. This Week (M) - Monday
    1. Current week from Monday to the following Sunday
  9. This Month
    1. First day of current month to last day of current month
  10. This Week to Date (S) - Sunday
    1. Sunday of current week to current date
  11. This Week to Date (M) - Monday
    1. Monday of current week to current date
  12. This Month to Date
    1. First day of current month to current day
  13. Tomorrow
    1. Current day plus one
  14. Now to End of Week (S) - Sunday
    1. Current day the next Sunday
  15. Now to End of Week (M) - Monday
    1. Current day to the next Monday
  16. Now to End of Month
    1. Current date to last day of the current month
  17. Now to End of Year
    1. Current date to Dec 31 (current year)
  18. Last Quarter
    1. Date Range will set to the previous quarter based off the current date and which quarter it falls in:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  19. This Quarter To Date
    1. Date Range will set to the current quarter based off the current date up to the current dates data:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  20. Year to Date
    1. Jan 01 (current year) to current date
Fiscal Week
(only shows during manual run when utilizing User Selected Date Type above)
This will set the below Date Range to the Monday - Sunday date range selected from this drop down.
The date range of the order
Format
(only shows when setting up a schedule)
This is the format that the report will export in:
  1. PDF
  2. Excel
  3. CSV
The client of the source of the order
Show Inactive (Client)
Show in the report:
  1. Checked - show active and inactive Clients
  2. Unchecked - only show active Clients
The campaign of the source of the order
Show Inactive (Campaign)
Show in the report:
  1. Checked - show active and inactive Campaigns
  2. Unchecked - only show active Campaigns
The status of the installment item
Is Paid
Whether or not the installment is considered Paid (see Paid column calculation above)




 Column Definitions

Alert
A blank release date or fiscal week means the item is currently being processed.
Installment Items
Definition
Fiscal WeekThe fiscal week of the release date for the installment item. The release date will not be available until the item goes from Auto Hold to Reg. Hold status.
# Orders
Number of orders with installment items for that fiscal week
# Items
Number of installment items for that fiscal week
Revenue
(Quantity * UnitPrice) + Shipping amount for the installment items for that fiscal week
Balance
(Quantity * UnitPrice) + Shipping amount for installment item for that fiscal week that aren't in the following statuses:
  1. Item Ship Ready
  2. Item Awaiting Ship-Confirm
  3. Item Shipment Delivered
  4. Item Shipment Returned
  5. Item Refund Accepted
  6. Item Cancelled
  7. Item Paid
  8. Item Shipment Cancelled
  9. Service Complete
Grand Totals
Sum of column(s)



Detail of Installment Items
Definition
Item ID
Order detail ID of the installment item
Ord ID
Order ID of the order the installment item is on
Cust ID
Customer ID of the order the installment item is on
Client
The client of the source of the order
Campaign
The campaign of the source of the order
Order Date
The date the order was placed
Release Date
The release date of the installment item (blank if the item has not gone to Reg. Hold status)
Contact Name
Customer first and last name
Description
Installment item description
ItemStatus
The status of the installment item
Revenue
(Quantity * UnitPrice) + Shipping amount for the installment item
FW
The fiscal week of the release date for the installment item (blank if the item has not gone to Reg. Hold status)
Paid
True for installment items that aren't in one of   the following statuses:
  1. Item Ship Ready
  2. Item Awaiting Ship-Confirm
  3. Item Shipment Delivered
  4. Item Shipment Returned
  5. Item Refund Accepted
  6. Item Cancelled
  7. Item Paid
  8. Item Shipment Cancelled
  9. Service Complete
False otherwise.
Balance
(Quantity * UnitPrice) + Shipping amount for installment item for that fiscal week that aren't in the following statuses:
  1. Item Ship Ready
  2. Item Awaiting Ship-Confirm
  3. Item Shipment Delivered
  4. Item Shipment Returned
  5. Item Refund Accepted
  6. Item Cancelled
  7. Item Paid
  8. Item Shipment Cancelled
  9. Service Complete
  1. Grand Totals
  1. Sum of column(s)



Copyright 2019
Revised 1.13.2026

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