View Revolving - General Info Tab

Access

Use this routine to view detailed information for active and pending revolving plans for the selected customer. This is a read-only screen that you use to view the plan information only. To maintain a revolving plan for a customer, use the Enter a Customer's Revolving Terms & Conditions routine.

Plan

NameAfter you indicate the customer code, the customer's name from Customer Settings displays.

Co-signer, Co-applicantIf the customer's request for credit includes a co-signer, the customer ID and name is displayed below the customer name. If a co-applicant exists, the name displays below the customer name.   

Co-applicant/Co-signerIf there is an additional applicant on this customer's credit application, the appropriate field label (Co-applicant or Co-signer) displays, along with the co-applicant or co-signer's name. If there is no additional applicant, no field label displays here.

Customer Store, Home, Work, & Cell TelephoneThe following information displays for the customer you indicated: the store assigned to the customer, the home, work, and cell telephone numbers.  

Due DayThe customer's due day (1-28) displays, based on customer, location, and control settings. For information on how the due day is determined, see the Due Day field in Advanced Customer Settings.  

Balance

Credit Limit $The customer's credit limit, if any, displays in this field. If no limit was set, OPEN displays here.

Receivables $The customer's A/R balance is displayed.

Potential Receivables $The total open order balance due for this customer is displayed.

Available Credit $The amount of credit currently available to this customer displays.  

 Prepay Amount $Prepaid MMP amounts entered via Enter a Customer Payment, if any, display here.  

Active PlansThis area displays the plan codes for all revolving plans that are currently active for this customer.

Activated/Pending  

Last CycledThe date the revolving account was last cycled displays.

Current Due $The amount currently due from the customer for this plan is displayed.

Last Charge $The date and amount of the last charge to the customer's account is displayed.  

Last Payment $The date and amount of the last credit/payment to the customer's account is displayed. This amount includes customer returns.

RemarksRevolving plan remarks are displayed.

ClosedThis field is active only for existing plans. If you entered a closed date for the plan via Enter a Customer's Revolving Terms & Conditions, the date on which the plan was terminated or the date the plan is due to be terminated displays here.   

ReasonIf the plan was closed, the reason for the termination is displayed. The closed date and reason code are entered via Enter a Customer's Revolving Terms & Conditions.  

Balance

Current $The total revolving amount due for the plan displays. This is the sum of the long term and short term amounts due.

Highest $This field displays the highest amount that the customer's revolving balance has ever been since the plan became active.

Insurance

Fixed Term MonthsFor fixed term plans, the number of term months is displayed from the plan settings.

MMP $

% of BalanceThis field is blank for plans that determine the MMP based on a fixed term or fixed MMP. If the plan calculates the MMP using a percentage (of the plan balance), the percentage from the plan settings displays here.  

Year to Date

Finance Charge $The total amount of finance charges assessed year to date for this plan displays here.

Insurance $The total insurance amount charged year to date for this plan displays here.  

Late Fees $The total amount of late fees assessed year to date for this plan displays here.

Fees $The total amount of other fees (finance charge fee, etc.) assessed year to date for this plan displays here.