This field identifies the type of code you are including or excluding from the report. Use this field and the Exclusions field to limit the information that prints. The codes available for a given report vary by report. Here is a list of possible codes.
Account--These codes are in Customer Maintenance.
Bal Method--Balance Method. These codes are in Customer Maintenance.
Terms Code--These codes are in the Maintain Terms window.
Trx Codes--Transaction Codes. These codes are in Open Item Maintenance.
Trx Type--Transaction Type. These codes are in Open Item Maintenance, and are called Document Type.
Period--This is period-to-date (PTD), year-to-date (YTD), or last year (LYR).
To use Account codes to limit what prints, type the code in the appropriate position. Then use the Exclusion field to specify whether you want to include or exclude accounts with that account code.
For example: You want to exclude employee accounts. First, type E in the second position of the Account Codes field. (When you added your accounts in Customer Maintenance, you put an E in the second position to identify employee accounts.) Then type Y over the second N in the Exclusion field. When you run the report, the system excludes employee accounts.
To use Bal Method, type the balance method that you want to include or exclude. Then use the Exclusion field to specify whether you want to include or exclude accounts with that balance method.
For example: You want to print an aging report for all balance forward accounts. Type B in the Bal Method field. Since you want to see balance forward accounts (you want to include them), leave the N in the Exclusion field.
To use Terms Code, type the terms code that you want to include or exclude. Then use the Exclusion field to specify whether you want to include or exclude accounts with that terms code.
To use Trx Codes, type the code in the appropriate position. Then use the Exclusion field to specify whether you want to include or exclude that transaction type. To use Trx Type, type the transaction type (A, I, F, or C) that you want to include or exclude. Then use the Exclusion field to specify whether you want to include or exclude that transaction type.
To use Period, type the letter for the period(s) that you want to include or exclude. Then use the Exclusion field to specify whether you want to include or exclude that period. The valid period codes are:
L = Last Year.
P = Period-to-Date.
Y = Year-to-Date.
Blank = Last Year, Period-to-Date, and Year-to-Date.
For example: You want to exclude last year's information from the report. Type L in the Period field. Then type Y in the Exclusion field.