Field Definitions: AR Exclude From Finance Charge Form

The following is a list of field descriptions for the AR Exclude form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Customer

Enter the name of the customer (from AR Customers) to sort invoices by for finance charge exclusion.

RecType

Specify the receivable type for restricting invoice selection.

Contract

This field is inaccessible if you selected the Exclude Contract Invoices from Finance Charges check box for this customer in AR Customers.

Check this box to restrict by contract.

Leave this box unchecked to include all invoices (contract and non-contract) posted to this customer.

JC Co#

This field is inaccessible if you selected the Exclude Contract Invoices from Finance Charges check box for the customer in AR Customers. Otherwise, the system enables the field after you select the Contract check box.

Specify a valid JC company for restricting invoice selection.

Contract #

This field is inaccessible if you selected the Exclude Contract Invoices from Finance Charges check box for the customer in AR Customers. Otherwise, the system enables the field after you select the Contract check box.

Specify the contract for restricting invoice selection, or leave blank to include all contract invoices posted to this customer and JC company.

Show $0.00

Check this box to include invoices with a zero (0.00) balance.

Set Exclude

Select this box to check the ExcludeYN check box for each invoice in the grid.

ExcludeYN

Check this box to exclude this invoice from finance charge assessment.

Do not check this box if the system should calculate finance charges for this invoice.