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- Economic Value of the Portfolio of Clients:
-
- Once you have entered a value greater than zero in the data entry ì
- screen for 'Economic Value', you will automatically branch to this ì
- section, where you can change or observe 4 local variables used with ì
- every Client record in the Aging Analysis.
-
-
- Definitions of local variables:
- variables available for every Client
-
- Starting Date for this Aging Analysis:
- Last date Aging Analysis performed:
- Economic value of the Aging Analysis the last time it was run:
- Exclusion switch:
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-
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- Local variable 1:
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- Starting Date for this Aging Analysis:
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-
- When you first enter a value for 'Economic Value' on the Client ì
- record, the program inserts that date into the 'Starting Date' as a ì
- default value. You can place any date you wish into this field.
-
- This date becomes the starting point for the decline analysis. If you ì
- had defined a 'Plateau' value earlier, then that 'Plateau' would extend ì
- outward from this starting date.
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-
-
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- Local variable 2:
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- Last date Aging Analysis performed:
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- Everytime you perform an Aging Analysis, that date is placed into this ì
- field.
-
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- Local variable 3:
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- Economic value of the Aging Analysis the last time it was run:
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- This variable shows what the current value was at the time an Aging ì
- Analysis was processed. Local variable 3 reflects the 'Plateau', ì
- linear or logarithmic decay slope, and 'Floor' value in effect at that ì
- time.
-
-
- This variable, as well as the original 'Economic Value', are printed ì
- out in either of two reports available to you in option 3 and 4 in the ìè Menu for Economic Value of the Portfolio of Clients
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- Economic value of the Aging Analysis the last time it was run:
-
-
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- Local variable 4:
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- Exclusion switch:
-
- This variable gives you the option of turning 'on' or 'off' any one ì
- Client record for your Aging Analysis. The purpose of this ì
- 'Exclusion switch' is to leave the original 'Economic Value' on the ì
- Client screen, if you wish, and yet bypass this record during the ì
- analysis. If you replaced, say, '50,000' in the 'Economic Value' ì
- field with a zero, you could achieve the same effect but you would lose ì
- the information that showed the original value.
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-