To review customer summary

  1. Access Customer Summary (AR75.1).
  2. Select the company and customer level. Use the following guidelines to enter field values:
    Main tab

    Displays general information such as current balance, open orders, and dispute amounts.

    Period Amounts tab

    Displays period and year to date write-offs, chargebacks, and credit memos.

    Payment Trends

    Displays Invoice Payment Average (IPA) and Days Beyond Terms (DBT) for current, previous, and year to date periods.

    Note: Days beyond terms is the average number of days beyond the due date that the customer pays an invoice in full. Invoice Payment Average is the average number of days beyond the invoice date that the customer pays an invoice in full.