View a Customer's Receivables Activity Summary

Accounting > Receivables > Receivables Views and Reports > Receivables Views > View a Customer's Receivables Activity Summary
Accounting > Installment > View a Customer's Receivables Activity Summary
Accounting > Collections > View a Customer's Receivables Activity Summary
Accounting > Revolving Receivables > Revolving Views and Reports > Revolving Views > View a Customer's Receivables Activity Summary

Use this routine to interactively view accounts receivable activity, including open item, installment and revolving activity. The header portion of the screen displays summary information, with one line each for open item, revolving, installment, and a grand total line. The summary grid displays information for each installment contract, revolving plan, and open item receivables. You can choose one or more lines from the summary grid and click the Select button to view activity details for the selected lines. In addition, several inquiry screens are available from the Actions button.

Open Item, Revolving, Installment, Grand Total

The grid displays receivables activity for the customer. The following information is included in the grid.

Receivable Type: This column indicates the type of receivable - Open Item, Installment, or Revolving
Reference: This column displays the installment contract number, revolving plan, or "account" (for open item receivables).
Past Due $: The past due installment, revolving, or open item amount displays in this column.
Current Due $: The amount currently due on the contract, plan, or open item displays.
Total Due $: The total of the past due and current due amounts displays.
Total Balance $: The total of the short term and long term balances displays.
Due Date: The date that the next installment or revolving payment is due displays.
After Due Date $: This is the amount due from the customer if the total due is not paid by the due date. This amount includes late fees.
Payoff Amount $: The amount required to pay off the installment contract or revolving plan as of today's date displays.
Active Date: The date the installment contract was activated or the date the revolving plan was opened displays.
Monthly Payment $: For installment contracts, the monthly payment amount displays. For revolving plans, the minimum monthly payment amount displays.
Interest Free Expiry Date: For installment contracts, the date that interest is to begin accruing is displayed. For revolving plans, the last "no interest" plan expiration date, not in the past, is displayed.
Closed Date: If the revolving plan or installment contract is closed, the date it was closed displays.

Check boxes on each line in the grid can be used to select items to view in greater detail. See the Select button below.

This button is active only if you selected one or more grid rows. Initially, all check boxes in the grid are selected (checked). You can click the check box in the header row to un-check all the boxes in the grid. Individual check boxes can be checked for specific grid rows, or you can check the box in the header row to select all grid boxes.

Once you have selected all or some of the rows, click the Select button to access the View a Customer's Receivables Activity Details screen, where you can view activity details for the selected rows.