View a Customer's Current Balance Details

(Open Item Inquiry)

Access

Tabs: Details, General

Use this inquiry to review open item receivable transactions for a selected customer.  The inquiry displays items

• with a non-zero balance (open) and

• items whose balances became zero after the last Day Ending display.

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

Customer Code

Name, Home Phone, Work Phone, Ext  Once you identify a customer at the Customer Code field, the customer's name displays.  In addition, the customer's home phone, work phone, and telephone extension display, if they exist for the customer.

Details

Sort By

Earliest, LatestUse these fields to limit the grid display by a range of dates. If you click the Calendar Icon at these fields, a calendar appears from which you can select a date.  These fields are inactive if you select Reference at the Sort By field.

Credit Limit, Available CreditThe customer's credit limit and available credit limit display.  

Total DueThe customer's total current balance due, including amounts in dispute.
 

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.