Accounts receivable widgets

Accounts receivable widgets provide relevant Distribution SX.e information to accounts receivable clerks, analysts, or managers who perform tasks such processing payments, reconciling purchase orders, reviewing, and adjusting the General Ledger

These widgets are included on the Accounts Receivable Homepage:

• Accounts Receivable Banner

  Includes these individual widgets:

  • AR Invoice Aging Report

    Shows open amounts for six periods. The amounts are based on invoices, miscellaneous credits, service charges, and unapplied cash.

  • Top 5 Customers by AR Balance

    Shows the top five customers with the highest open balances. The amounts are based on invoices, miscellaneous credits, and unapplied cash.

  • Top 5 Delinquent Customers

    Shows the top five delinquent customers with the highest open balances. The amounts are based on invoices, miscellaneous credits, and unapplied cash.

• Change of Credit Limit

  Shows alerts that are generated when a customer's credit limit is changed.

• Credit Hold Approval

  Shows alerts that are generated when a customer exceeds their credit limit on an order. The outstanding balance is displayed. You can use the widget to approve the order.

• Customer Contacts

  Shows the contact information that was set up in the Contacts context application in Infor Ming.le. You can initiate an email or call from the widget using a calling application that is available locally.

• Customer Lookup

  Shows the customers that are available in the company that is selected in the configuration settings for the widget. You must select a customer to update the information in these widgets: Customer Open Orders, Customer Period Balance, and Invoice Listing.

• Customer Open Orders

  Shows the open orders for the customer that is selected in the Customer Lookup.

• Customer Period Balance

  Shows the period balances for the customer that is selected in the Customer Lookup. You can configure the widget to display the information in different types of charts, such as a line or bar chart.

• Invoice Processing Exception

  Shows alerts that are generated when an invoice exception is printed during invoice processing. The customer and order numbers are displayed.

• New Customer Created

  Shows alerts that are generated when a new customer record is created.