View a Customer's Receivables Activity

(AR Ledger Inquiry)

Access

Tabs:  Details, General

Use this inquiry to view accounts receivable transactions for specified customers. This inquiry does not show deposits. Once you specify a customer code, the grid lists accounts receivable transactions for that customer. The following displays in the grid for each item listed.

• Reference

• Trans Date - transaction date

• Transaction Type

• Memo Reference

• Amount

• Balance

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 CodeEnter the customer code of the customer for whom you want to view A/R transactions. If you click on the Search button, you access the Search for a Customer (Customer Code Lookup) screen, from which you can select a customer code. After you select a customer, the customer's name, home phone number, and work phone number appear on the screen.

The customers you can access at this and other Customer fields may be restricted by Regional Processing.  

Details

Total Due, Current Due, 1-30, 31-60, 61-90, 91-120, Over 120The customer's total A/R balance due, including current and aged amounts, the customer's total current due amount, and the aging of the A/R postings will 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, Return, and Service orders for This Year, Last Year and Lifetime.