View Customer Credit Overview

Explanation

The View Customer Credit Overview activity is used to display credit and collection information, either for all customers or for specified customers. Once the information is displayed, you can recalculate selected customers by using the right mouse button function Recalculate.

Prerequisites

This activity requires that information has been entered in the Credit Info tab of Customer. Otherwise, no customer credit information is calculated.

System Effects

As a result of this activity, you can view a DSO graph of the selected customer and also various questions related to credit and collection management. In addition, you can recalculate selected customers by clicking the right mouse button function. This is an alternative to using Calculate Customer Credit Information.

Window

Customer Credit Analysis

Related Window Descriptions

Customer Credit Analysis

Procedure

To view customer credit overview:

  1. Select Customer Credit Analysis. Use either the Query or Populate function to display information.