View a Customer's Account Balance

[Credit Manager's Inquiry (DTS)]

Access

This routine is a STORIS standard DTS (Dynamic Tab Select) A custom, user-defined inquiry routine comprised of one or more STORIS inquiry routines. Each inquiry routine in a DTS appears as a tab, allowing you to move between inquiries. inquiry. You can modify its contents via the Dynamic Tab Settings (DTS Setup) routine, but you cannot delete it. Since DTSs are user-defined and changeable, the descriptions in this topic may not match the DTS you see on your screen. This topic describes the DTS as it appears when you first install STORIS.  

After you specify a customer to view, information on the customer appears on the screen. Click on the other tabs to view additional information.

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 code of the customer you want to view. If you click on the Search button, you access the Customer Code Look-Up screen, from which you can select a customer code.

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

The following tabs are standard to this DTS inquiry.

• Open Items Summary - View a Customer's Account Summary (Open Item Receivables General Information)

• Accounts Receivable - View a Customer's Current Balance Details (Open Item Receivables Inquiry)

• Deposits - View a Customer's Current Deposits (Deposit Inquiry)

• Deposits History - View a Customer's Historical Deposits (Deposit History Inquiry)

• A/R History - View a Customer's Historical Balance Details (Open Item Receivables History Inquiry)