Customer Inquiry - Credit Exposure overview

Customer > Inquiry > Customer

Use this page to view a customer’s credit information.

Click the Credit Exposure button above the grid on the main Customer Inquiry page to view this information:

  • Customers that have a credit limit over a specified amount
  • Customers that are on hold based on total exposure
  • Customers for a specific credit manager

Customers and ship tos that meet the criteria you specify are listed in the grid. Grid detail for each customer includes: Ship To name, Hold Message, Past Due amount, Selected Balance, Total Customer Balance, Open Orders amount, Total orders amount, Credit Limit, Available Credit, Basis Average Days to Pay, and Sales Year to Date.