Accounts Receivable by Customer for an AR Credit Manager

This widget displays the list of customers with overdue balances and the amounts to be paid. Customers with the highest past due amounts are displayed at the top of the list.

You can click View all to access the Credit Exposure tab of the Customer Inquiry screen in the CSD application.

The Customers grid displays the list of customers with the total past due amounts and dues across different periods. You can perform these actions in the grid:

• Filter the data in the grid using the search field.
• Use the Show filter row option to view and hide row filters.
• Use the Clear filter option to remove the filters.
• Export the complete data to an Excel file using the Export to Excel option.
• Click the total past due amount for a customer to access the Customer Invoices screen in the CSD application.
• Click the customer number to access the Customer Inquiry screen in the CSD application.
• Hover over the tooltip in the Risk column to view the customer score, along with the scores for these five risk factors used in the calculation of customer score:
  • Periods final score
  • Credit used final score
  • On hold final score
  • Payment pattern final score
  • True payments final score
  Note: The Risk column is enabled in the advanced workspace wherein you can view the risk factor and scores by hovering over the risk column.