Credit Details Tab
This tab displays sales order and open item balances for the customer. It also displays the customer credit limit, and the credit turnover amount calculated for this customer, based on the values specified in the Customer Credit Limit tab.
Name, Address, Zip Code/City, Country Code, State, County, Telephone, Fax, Email, Web Site
These fields display the customer address and contact information.
Currency Code
Specify a currency in which to display the information. The customer currency is loaded by default. When you specify a different display currency, amounts are converted from the customer currency using the default accounting exchange rate. For example, switch currencies to view the amounts in the currency of the current domain.
This field affects only the data you view on the Credit Details tab.
Fixed Credit Limit
This field displays the fixed credit limit amount defined for this customer.
Turnover Credit Limit
This field displays the turnover credit amount, which is calculated as a percentage of the customer turnover for the previous 12-month period.
High Credit
This field displays the highest amount of credit extended to this customer to date, which is equivalent to the largest AR balance so far reported. The amount is recalculated with each revision of the customer credit limit.
Credit Terms Code
This field displays the credit terms assigned to this customer.
Credit Hold
When selected, future orders for this customer are placed on credit hold, and existing orders are placed on hold so they cannot be shipped without the hold being released.
Last Payment Date
This field displays the date of the last completed customer payment.
Last Sales Date
This field displays the date of the most recent sales order completed with this customer.
High Credit Date
This field displays the date on which the highest credit amount was extended to this customer. The date is recalculated with each credit revision.
Credit Agency Reference
This field displays any credit agency reference number assigned to the customer.
Credit Rating
This field displays the internal credit rating defined for this customer, if any.
Average Days Paid Late
The average number of days this customer has paid late beyond the due date of the invoice.
Totals for All Entities
Balance of Open Items
This field displays the total amount of customer open items generated in all entities. Open items consist of invoices and credit notes entered directly using Customer Invoice Create and posted invoices and credit notes from operational activity. Unposted sales orders are not included in the balance of open items.
Balance of Sales Orders
This field displays the total amount of customer sales orders generated in all entities. The following types of orders are included:
• Discrete sales orders, both confirmed and unconfirmed
• Pending invoices
• Return Material Authorizations from Service/Support Management
Note: Sales quotes and customer scheduled orders are not included in the open order amount. When a quantity is shipped on a customer scheduled order, a pending invoice is created, which is included.
Balance of Drafts
This field displays the total amount of customer drafts generated in all entities.
Total Liability
This field displays the customer total liability, based on the total sales order balance plus the AR balance for all entities.
Highest Reminder Level.
This field displays the maximum amount allowed on all open invoices for the customer before the customer is sent a reminder.
Totals for Selected Entities
Balance of Open Items
This field displays the total amount of customer open items generated in the selected entities.
Balance of Open Items
This field displays the total amount of customer open items generated in the selected entities.
Balance of Drafts
This field displays the total amount of customer drafts generated in the selected entities.
Highest Reminder Level.
This field displays the maximum amount allowed on all open invoices in the selected entities before the customer is sent a reminder.