A/R Over Credit Limit Report

This report lists all A/R accounts that are over their credit limit. The report will calculate the amounts from the aging periods configured and only include accounts that have a balance that exceeds their listed credit limit. The report is generated based on data that exists when the report is run.

The account name, account number, account status, A/R type, if account is assigned to collections, last payment date, last payment amount, balance, credit limit, and amount over credit limit are printed on the report. The report sums all the credit balances, credit limits, and amount over figures and reports the total of each. A total number of accounts over the credit limit and a total of accounts in collections is also printed on the report.

You can filter the report by account status and account type. You can sort the report by account name, account number, account status, or account type.

The application control parameter AR Level determines whether the report will list central or property level information. There are two possible values:

• Property: The report will only return transactions for accounts that belong to the session property.
• Central: The report will ignore the session property and return transactions for all accounts that match the other parameters.

This report is only a list view of accounts over their credit limit. For a summary or detail view of an account's charges print the A/R Aging Summary report or A/R Details Aging Report.

The Balance field on an A/R Account is a calculated field and not an individual column in the AR_Account tables. The account balance is determined by joining the AR_AgingAnalysis table where A/R_Account.AccountID = AR_AgingAnalysis_AccountID and AR_agingAnalysis_AgingTypeCode = 'ACCT'. The Account balance will be the sum of all the AgedAmount_a, AgedAmount_2, AgedAmount_3, etc. from the AR_AgingAnalysis table.