Writeoff Analysis

For historical purposes, you may want to record information on grace owed subscribers prior to the grace owed being written off. If so, the Writeoff Analysis Report will be useful. The report selects subscribers based on the date of their grace owed and lists subscription status, credit status, expire date, end grace date, grace days and grace owed amount.

To run the report:

• Select Writeoff Analysis from the Subscriber menu to display the Grace Writeoff Analysis Report window.

  
• Click Add and complete the following fields.

  Field	Type	What to enter
  PRODUCT	setup	Enter the product for which to report grace owed, or enter “*” to multi-select products.
  START DATE	date	Enter a start date for selecting grace owed. To report all grace prior to the End Date, enter a start date of 01/01/1950.
  END DATE	date	Enter the end date for selecting grace owed.
  USE WRITEOFF DAYS	yes/no	Indicate whether to add the grace writeoff days from the subscriber’s credit status to the grace owed date when selecting grace owed for the date range above. For example, say the report were run for a blank start date and an end date of 05/01/10. If a grace owed were dated 04/01/10 and the subscriber had 45 grace writeoff days, it would be included in the report if this checkbox were not selected. However, if this checkbox was selected, the 45 days would be added to 04/01/10, pushing the grace owed date out to 05/15/10. In this case it would not be included in the report. If you are running the Grace Analysis Report to determine what subscribers will have grace owed written off, select this checkbox.
  WRITEOFF TYPE	predefined	Grace owed amounts can be written off to the general ledger but still appear in Customer Service. This report can be run to select just grace owed amounts that are written off to the GL and only visible in Customer Services. It can also be run the reverse way, to list only grace owed amounts that have not been written off to the General Ledger. Or, it can be written off for both types of grace owed amounts.
  SELECTION TYPE	predefined	Indicate whether the report should include all subscribers, or subscribers in a specific area, region, zone, or district. Enter mail if only mail subscribers should be listed.
  SELECTION	setup	Depending on what was entered in Selection Type, enter the area, region, zone, or district for which to list grace owed subscribers, or enter “*” to multi-select. If the selection type is “all” or “mail”, this field will be skipped.
  SUBSCRIBER TYPE	predefined	Indicate whether current subscribers, former subscribers, or all subscribers should be included in the report.
  GRACE TYPE	predefined	Indicate whether to list grace owed for start-and-bill subscribers (i.e., subscribers who have not made a payment), renew subscribers, or both.
  REPORT TYPE	predefined	Indicate whether the report should contain detail (individual grace owed amounts) or summary (only totals).

• Click OK and then Continue to produce the report.

Example—Grace Writeoff Analysis Report