Customer Credit Analysis

[To Follow-up and Analysis, Customer Credit Management]

Usage

Use this window to display credit and collection information for all, or specified customers. When calculating the Accounts Receivable balance to be used in the formulas disputed items will be deducted from Current AR balance only if disputed items are to be excluded from credit calculation ratios. When calculating AR Turnover for specific periods, you will have to consider sales for the relevant period immediately prior to the system date. (for example, when calculating AR Turnover for three months consider the sales of previous 3 months immediately prior to system date divided by the AR balance). For each customer, the balances of all open advance payments are disclosed separately. For advance invoices, the balances are also included in the Accounts Receivable balance. 

Activity Diagrams

Queries Customer Credit Management

Activities

View Customer Credit Overview
View DSO Graph
Query Customer Details