Customer Analysis
Explanation
This activity is used to view detailed information about a selected customer.
The window contains detailed information about all invoices and due amounts, as
well as invoice/pre-payment dates, etc. These details can be analyzed from a customer's perspective as well as
from a payer's
perspective. It is also possible to analyze or modify the proposed installment plan or the
reminder/interest info for the invoice. You can enter
and modify notes for both customer or an item, payment references and difference
codes attached to the ledger item. It is also possible to view the customer details with
any applicable interest and fine amounts and, simulate interest and fine in
order to view the interest and fine that needs to be paid for late payments. It
is possible to trace electronic payment addresses for items which were debited
or paid by payment files. For one-time
customers you can view and modify the one-time specific information of an
invoice or a payment document.
Prerequisites
This activity requires that customer records have been entered. To view or modify one-time specific information, customers
selected as one-time customers should exist and the relevant invoices should be
posted.
System Effects
As a result of this activity, if the difference code or payment reference is
modified, the modified data will be attached to the corresponding ledger items.
If the one-time specific information of
an invoice or a payment document is modified, the new information will be updated
to the address information and/or installment plan.
Window
Customer Analysis
Related Window Descriptions
Customer Analysis
Customer Installment Plan
Payment per Invoice/Prepayment Analysis (Customer)
Payment Address per Payment
Reminder/Interest Info per Customer
One-Time Specific
Information
Procedure
To view customer details:
- Open the
Customer Analysis window.
- Search for the customer ID for which you want to
view details, or populate the header and then select the relevant customer
ID from the list.
- Select the Auto Populate check box if you want to
automatically populate and view the customer details. Clear the check box if you want to query for one or more
specific ledger items.
- Select the Show Open Items Only check box if you want to
populate only the customer ledger open
items.
- Select the Exclude Not Cashed/Open
Documents check box If you do not want to view open payment documents
(e.g. checks and bills of exchange) for the customer.
- Select the Enable check box if you want to view the invoices with
installment details.
- Right-click and click Payments per
Invoice/Prepayment Analysis to follow-up payment information.
- Right-click and click View Customer Order(s) to access the
connected customer order(s) of the selected ledger item.
- Right-click and click Reprint Original and Reprint Modified
to reprint an invoice/note either in its original form or with modified
information.
- Double click on the Latest Note field to enter or modify a note
attached to a AR ledger Item. Alternatively Right-click and click Notes
to access the Notes window in order to enter and modify a note.
Note: The
Customer Analysis window can also be opened by right-clicking in
the Receivables Analysis window or the
Bad Debt Management
window.
To view payer details:
- Open the Customer
Analysis window.
- Search for the customer ID for which you want to
view the payer details, or populate the header and then select the relevant customer
ID from the list.
- Select the Payer Perspective check box in order to view the payer
details.
- Select the Auto Populate check box if you want to
automatically populate and view the payer details. Clear the check box if you want to query for one or more
specific ledger items.
- Select the Show Open Items Only check box if you want to
populate only the customer ledger open
items.
- Select the Exclude Not Cashed/Open
Documents check box If you do not want to view open payment documents
(e.g. checks and bills of exchange) for the payer.
- Select the Enable check box if you want to view the invoices with
installment details.
- Select the Exclude Not Cashed/Open
Documents check box if you do not want to view open payment documents
(e.g. checks and bills of exchange) for the payer.
To simulate interest and fine:
- Open the
Customer Analysis window.
- Search for the customer ID for which you want to
view details, or populate the header and then select the relevant customer
ID from the list.
- Select the Auto Populate check box if you want to
automatically populate and view the customer details. Clear the check box if you want to query for one or more
specific ledger items.
- Select the Show Open Items Only check box if you want to
populate only the customer ledger open
items.
- Select the Exclude Not Cashed/Open
Documents check box If you do not want to view open payment documents
(e.g. checks and bills of exchange) for the customer.
- Select the Enable check box if you want to view the invoices with
installment details.
- Select Simulate Interest and Fine until check box and enter a
payment date. The details for the simulated interest and fine amounts, as
well as the differences between the paid interest and fine amounts and the
simulated interest and fine amounts will be displayed.
To enter or modify payment references:
- Open the Customer Analysis
window.
- Search for the customer ID for which you want to view details, or
populate the header and then select the relevant customer ID from the list.
- Select the Auto Populate check box if you want to
automatically populate and view the customer details. Clear the check box if you want to query for one or more
specific ledger items.
- Select the ledger item that you want to enter or modify the payment
reference.
- Right-click and click Modify Payment Reference to enter or modify
payment reference for the selected ledger item.
Note: To use this option the
Customer Invoice Creation Method in
the Company/Invoice tab should have
the value Not Used selected. This option is enable for
invoice ledger items, payment on accounts, payment in advances but not
applicable for check ledger items, bills of exchange and customer valuable
matching. It is not possible to use this option if allowed ledger items are in
Canceled or Fully Paid state.
To enter or modify difference codes:
- Open the Customer Analysis
window.
- Search for the customer ID for which you want to view details, or
populate the header and then select the relevant customer ID from the list.
- Select the Auto Populate check box if you want to
automatically populate and view the customer details. Clear the check box if you want to query for one or more
specific ledger items.
- Select the ledger item that you want to enter or modify the
difference code.
- Right-click and click Modify Difference Code to enter or modify
difference code for the selected ledger item.
To enter or modify one-time specific
information:
- Open the
Customer Analysis
window.
- Search for the one-time customer ID for which you want to view
or modify one-time specific information, or
populate the header and then select the relevant one-time customer ID from the list.
- Select the
Auto Populate
check box if you want to
automatically populate and view
the customer ledger
items. Clear the check box if you want to query for one or more specific
ledger items, e.g. for items of a specific customer name only.
- Select the invoice/payment document for which you want
to view one-time specific information, right-click and then click
One-Time Specific Information to open the
One-Time Specific
Information dialog box.
- Enter/modify the customer name, address or tax information. Save
the information. The existing
address ID will be updated with the new information.
- Click the Payment Information tab if you want to enter/modify
the AR customer contact or payment information, or click
Cancel to close the
dialog box and to return to the Customer
Analysis window.
- Enter/modify AR customer contact information in the Name, Comm. Method
and Value fields. Save the information. A new communication ID will be created and
connected to the one-time address.
- To enter/modify output media, select the new value for the Output Media field
and save. The new output medium will be updated to
the one-time address of this customer.
- Enter/modify the payment method which shall be used for this invoice in the
Payment Method field, or select a payment method from the List. The
address ID will automatically appear in the Payment Address ID field
(except for manual payment methods without payment addresses).
- If an electronic payment method was selected and the electronic payment
address ID does not yet exist, enter the electronic
payment address information (e.g. IBAN) in the electronic payment address
fields. The fields are presented as defined in the
client mapping of the
payment format.
- Click OK to save the information and to return to the Customer
Analysis window.