Sometimes it is necessary to create letter for records with past due balances in a specific aging period, to do this a query can be used.
1. Create a new record query (BB62873 2. Select Activity, Summary, Record aging balance 3. On the Edit Field Criteria screen set the operator to greater than and the value to '0' 4. On the Filter tab enter the appropriate date and aging period 5. Click OK 6. Select any additional fields to be output on the output tab 7. Export as a Word merge file (BB7243) 8. Create the Word merge (BB191300)