View a Customer's Account Summary

(Open Item General Inquiry)

Access

Tabs:  Details, General

Use this inquiry to view general open item receivables information for a selected customer.

The output of this inquiry may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.

Customer Code

Details

Credit Limit, Credit History, Revolving Balance, Installment Balance, Collector Assigned, Current Due, Total Account Balance, Deposit Liability, Past DueThe customer's credit limit, credit history, revolving balance (if module is active), collector assigned (if module is active), current due, total account balance, total deposit liability, and past due amounts display.  

General

The following fields of information display on the General tab for the selected customer:

• Address 1

• Address 2

• City

• State

• Zip

• Cell Phone

• Email Address

• Ship-From Location

• Reward Points

• Credit Remarks

Also shown are the number of Sales, Returns, and Service orders for This Year, Last Year and Lifetime.