Final Project - Requirement 2 & 4

6) Only keep the All Three file open and close all other files. Click on analysis/direct (this is a direct extract). Name this file Sales 2017 and in the equations box (click on the little calculator) you want the invoices that are dated between Jan 1 and Dec 31, 2017. So the formula needs to say greater than equal to Jan 1 AND less than equal to Dec 31 using the proper IDEA format when writing formulas.

7) Click on field statistics to verify the net value.

History File

Requirement 2

b) Again use direct (direct extraction) and call the file AR 2017. The equation for this part is to look for a paid date greater than Dec 31 2017. Use the appropriate IDEA formula

3) Run field statistics to verify the total due.

History file

Requirement 4

1) Open sales 2017 from requirement 2. You want to create a file called three-way match using direct extraction. In the calculation box look for sales order ID =0 or ship ID=0 or ship date before invoice data using the appropriate IDEA formula.

b)

1) Make sure all other files are closed. Open sales 2017 join this file with the customer master file and matching on the customer ID. Call the file sales wo credit limits and select records with no secondary match

C)

1) Make sure all other files are closed. Open AR 2017 file from requirement 2. Click analysis/summarization. Call this file ar by cust id. Summarize by customer ID and the numeric field to total is total due.

2) Be sure only the ar by cust id file is open and join this file with customer master file. Call this new file cr limit except 2017. Match based on customer ID but narrow down the report to only territory ID, customer name, credit limit and modification date by selecting fields and only highlighting these titles (you may have to clear first then highlight the ones you want). Select all records in primary

3) Only leave open the credit limit except 2017 file and extract cases where the total due sum is greater than the credit limit. Call this file AR credit limit except 2017

1) Make sure all other files are closed. Open the AR 2017 file from requirement 2. Click analysis/summarization. Call this file ar by cust id. Summarize by customer ID and the numeric field to total is total due.

d) ) Make sure all other files are closed. Open the AR 2017 file. Click on analysis/aging. This aging is as of Dec 31 2017 (again watch the format for dates in IDEA). The aging field is invoice date and field to total is total due. Select only 30, 60, 90 days. Call this file aging sched.

Copy and paste the aging report AND copy and paste the detail on the 5 items over 90 days from this section. Include both reports here along with your answer

120 days

180 days

History Files