Customer Inquiry - Period Balance History field descriptions
Fields are presented in alphabetical order within each section.
Header fields
- Accounts Payable Manager
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Displays the Accounts Payable manager, if one was specified in the customer's Customer Setup credit record.
- Credit Established
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Displays the date on which credit was established for this customer.
- Credit Limit
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Displays the credit limit defined for this customer.
- Last Aged
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This date is updated each time:
- the Customer Entry Roll Balances Report is run
- the Age Balances Now option is selected in Customer Setup for this customer
It does not necessarily reflect the last time the customer was service charged.
- Last Sale
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Displays the last time an invoice was processed in the Sales Entry Invoice Processing Report for this customer, excluding return or credit invoices.
- Past Due
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Displays the past due balance. This is calculated by adding the balances in Periods 1-5, Future Invoices, and Service Charges, less Miscellaneous Credits and Unapplied Cash.
- Past Due Percentage
- Displays the percentage of the customer's total balance that is past due.
- Phone
- Displays the phone number of the Accounts Payable manager. The Accounts Payable manager must be entered in the customer's Customer Setup credit record.
- Sales Status
- Displays the sales order status for this customer.
- Total Balance
- Displays the customer's total balance, as listed on Customer Setup.
Payments grid
- Credits
- Displays the miscellaneous credits and unapplied cash, which are separated from the period balances.
- Period 1 – 5
- Displays the period balances. These periods correspond to the periods in the Customer Entry Roll Balances Report for that particular run of the Customer Entry Roll Balances Report.
- Service Charge
- Displays the service charges, which are separated out from the period balances.
- Total
- Displays the total of all the periods, including services charges and credits.