Customer Inquiry - Period Balance History field descriptions

Fields are presented in alphabetical order within each section.

Header fields

Accounts Payable Manager

Displays the Accounts Payable manager, if one was specified in the customer's Customer Setup credit record.

Credit Established

Displays the date on which credit was established for this customer.

Credit Limit

Displays the credit limit defined for this customer.

Last Aged

This date is updated each time:

  • the Customer Entry Roll Balances Report is run
  • the Age Balances Now option is selected in Customer Setup for this customer

It does not necessarily reflect the last time the customer was service charged.

Last Sale

Displays the last time an invoice was processed in the Sales Entry Invoice Processing Report for this customer, excluding return or credit invoices.

Past Due

Displays the past due balance. This is calculated by adding the balances in Periods 1-5, Future Invoices, and Service Charges, less Miscellaneous Credits and Unapplied Cash.

Past Due Percentage
Displays the percentage of the customer's total balance that is past due.
Phone
Displays the phone number of the Accounts Payable manager. The Accounts Payable manager must be entered in the customer's Customer Setup credit record.
Sales Status
Displays the sales order status for this customer.
Total Balance
Displays the customer's total balance, as listed on Customer Setup.

Payments grid

Credits
Displays the miscellaneous credits and unapplied cash, which are separated from the period balances.
Period 1 – 5
Displays the period balances. These periods correspond to the periods in the Customer Entry Roll Balances Report for that particular run of the Customer Entry Roll Balances Report.
Service Charge
Displays the service charges, which are separated out from the period balances.
Total
Displays the total of all the periods, including services charges and credits.