Installment Receivables Report Definitions

Installment Receivables Report Definitions

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

Installment Receivables Report Column Definitions
Fiscal Week The 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: 'Item Ship Ready', 'Item Awaiting Ship-Confirm', 'Item Shipment Delivered', 'Item Shipment Returned', 'Item Refund Accepted', 'Item Cancelled', 'Item Paid', 'Item Shipment Cancelled', 'Service Complete'
   
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
Item Status 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: 'Item Ship Ready', 'Item Awaiting Ship-Confirm', 'Item Shipment Delivered', 'Item Shipment Returned', 'Item Refund Accepted', 'Item Cancelled', 'Item Paid', 'Item Shipment Cancelled', 'Service Complete' False otherwise.
Balance (Quantity * UnitPrice) + Shipping amount for installment item for that fiscal week that aren't in the following statuses: 'Item Ship Ready', 'Item Awaiting Ship-Confirm', 'Item Shipment Delivered', 'Item Shipment Returned', 'Item Refund Accepted', 'Item Cancelled', 'Item Paid', 'Item Shipment Cancelled', 'Service Complete'
 
FILTERS
Date Range The date range of the order
Client The client of the source of the order
Campaign The campaign of the source of the order
Item Status The status of the installment item
Paid Whether or not the installment is considered Paid (see Paid column calculation above)
 
GROUPING             
No

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