The Memo Aging report mirrors AR Aging for memos — it shows outstanding memo value per customer, bucketed by how long each memo has been out. Use it to identify memos that need follow-up: a call, a recall, or a write-off.
What “outstanding” means here
For each memo line, the outstanding value = QtyRemaining × UnitPrice (the portion the customer hasn’t yet either invoiced or returned). A memo line is no longer outstanding once it’s fully resolved either way. The report only shows customers whose total outstanding is greater than zero.
How buckets are computed
Bucket = days between the memo’s MemoDate and the As-Of date you set in the filter:
- Current (0–30) — fresh, no action needed
- 31–60 — first follow-up call
- 61–90 — escalate
- 91+ — recall or write off
Summary view
One row per customer, money split across the four buckets, sorted by Total DESC. The 91+ column tints red and the 61–90 column tints amber.
Drill-down options
- Click the customer name → Detail filtered to that customer, all four buckets.
- Click any non-zero bucket cell → Detail filtered to that customer + bucket combo. Click a customer’s 91+ cell to see exactly which memos to recall.
Removable Customer / Bucket pills appear in Detail; click × on either to widen.
Detail view
One row per outstanding memo:
- Memo #, Date, Customer
- Days Out, Bucket
- Outstanding $ (the unresolved portion of the memo)
Sorted oldest-first. Days Out and the Outstanding column inherit amber/red tints past 60 / 90 days.
Memo Aging vs Memo Conversion
These two reports answer different questions:
- Memo Aging — which memos need attention right now? Per-memo follow-up list.
- Memo Conversion — what fraction of my memos turn into sales? Per-salesperson or per-customer rate.
Use Aging for daily/weekly follow-up. Use Conversion for monthly performance review.
Tips
- Recall workflow — Summary, drill into any customer’s 91+ bucket, pull up each memo from the Detail view, and either invoice or return what’s still out.
- As-Of trick — set As-Of to a historical date to see what your memo book looked like back then. Useful for “did we have this many open memos last quarter, or is this new?”
- Pair with Memo Conversion — high aging + low conversion usually means slow customer follow-up; high aging + high conversion means inventory is moving but slowly.