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Automatic AR Write-Off

Distributor steps for automatically writing off small leftover AR balances at End of Day in Encompass by setting an Auto AR Write Off Limit, product and route on the Credit Term. Requires v22.08+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.08

Steps

How to automate an AR Write-Off
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  1. Using Universal Search, navigate to the Credit Terms table
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  2. Search and select a Credit Term to set to Automate Write-Offs for
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  3. Locate the Auto AR Write Off Limit field and click the Pencil icon to edit
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  4. Enter an amount to establish the Write Off threshold
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    ​Example: If Auto AR Write-Off Limit is set to $1.00, then all debits and credits that are greater than ($1.00) and less than $1.00 are written off.
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  5. Set the Auto AR Write-Off Product - the product used to write off the remaining balance
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  6. Set the Auto AR Write Off Route Num - If the field is not set, or the route num cannot be found the system will use the current logic of MIN(RouteID) where the frequency = manual and add a load sheet.
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  7. Click Save Changes
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  8. When End of Day is run, Automatic AR Write-Offs are created
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Best Practices

Auto Write-Offs are triggered to run after End of Day is run. Outstanding debits or credits within that amount for any AR accounts with that term will automatically be written off, using the product identified on the Term.

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