View All Revolving Receivable Activity for a Customer

Access

Tabs: General Info, Revolving History, Pending Plans, Promotional Terms, Current Revolving, Revolving Statement, Transaction Details, Open Items, Open Items Summary, Deposits, A/R History, Open Orders, Charge Off Details

Use this routine to view revolving and open item receivable activity for a customer. Access to several revolving and open item inquiry screens is available from this routine. You can use the Dynamic Tab Settings routine to add screens/tabs and create a user-defined 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. (dynamic tab select) inquiry.

CustomerEnter the code of the customer to view receivable information for that customer. You can click the Search button to access the Search for a Customer routine.   

Since DTSs are user-defined and changeable, the tabs shown below may not match the tabs you see on your screen. This topic includes the tab titles as they appear when you first install STORIS. Included under each tab title is a link to the topic for the inquiry routine that you access from that tab.  

General Revolving

View Revolving General Info Tab

Revolving History

View a Customer's Revolving Plan History

Pending Plans

View Open Sales Orders with Pending Plans

Promotional Terms

View a Customer's Revolving Promotional Terms

Current Revolving

View a Customer's Current Revolving Activity

Revolving Statement

View a Customer's Revolving Statement

Transaction Details

View Revolving Transaction Details

Open Items

View a Customer's Current Balance Details

Open Items Summary

View a Customer's Account Summary

Deposits

View a Customer's Current Deposits

A/R History

View a Customer's Historical Balance Details

Open Orders

View a Customer's Open Transactions

Charge Off Details

View a Customer's Charge Off Details