Include Unapplied Payments in AR Aging Calculations

Follow these steps to include Unapplied Payments in Aging Calculations for AR Aging tables:
  1. In Informatica Designer, open the mapping PLP_ARSnapshotInvoiceAging in the PLP Folder.
  2. Edit the Source Qualifier transformation SQ_IA_AR_XACTS, and open the SQL Query in the Properties tab.
  3. In the WHERE clause of the SQL statement:
    1. Change the SQL text from:
      W_XACT_TYPE_D.W_XACT_SUBTYPE_CODE IN ('INVOICE','CR MEMO','DR MEMO') AND
      
      To:
      W_XACT_TYPE_D.W_XACT_SUBTYPE_CODE IN ('INVOICE','CR MEMO','DR MEMO',
      'PAYMENT') AND
      
    2. Change the SQL text from:
      W_XACT_TYPE_D.W_XACT_TYPE_CODE = 'ORIGINAL' AND
      
      To:
      W_XACT_TYPE_D.W_XACT_TYPE_CODE IN ('ORIGINAL','PAYMENT') AND
      
  4. Save the changes.
    The next ETL will populate the Aging tables using UnApplied payments in the calculations.

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