To review credit transactions for customer

  1. Access Credit Transaction Review (AR72.1).
  2. Select a customer or a national account to review credit transactions. Use the following guidelines to enter field values:
    Currency Disp

    Select to display transaction amounts in base currency or transaction currency.

    Customer Credit tab

    Displays customer related information such as customer group, major/minor class, and payment codes. From this tab, you can click the Comments button to access the customer comments form. You can also click the Net Balance button to display the customer/vendor net balance.

    Credit tab

    Displays credit related information such as balance, credit limit, and open orders.

    Last Activity tab

    Displays the customer's recent activity. Click the Activity button to access Customer Activity (AR90.1) to display all transactions for a customer.

    Contact tab

    Displays and maintains contact information for the customer.

    Static Aging tab

    Displays aging information for the customer.

    Note: If you select National Account in the Inquiry Level field, the static aging and current balance amounts include transactions for all customers in the national account relationship.

    Optional. Click the Aging button to open Customer Aging (AR50.1). This includes all open transactions currently in the Accounts Receivable application, including future transactions. Only the open amount of a transaction is aged. The current balance is updated when you release a transaction.

    Detail tab

    Displays detailed information for the customer's transactions.

    Optional. You can select the order transactions will display. There are eight options: