Viewing utilized limit - summary details

View Customer Information - A summary of the activity

Glossary

Basics of using Ramco Enterprise series web page

Using online help

The “Utilized Limit - Summary” tab page appears by default on launch of the “View Customer Credit Information” activity.

The system displays the following fields in the multiline:

Credit Exposure

Indicates the details of credit from the customer.

  • Released Not Invoiced - Indicates the total amount for which release exists in processed status but finance invoice does not exist for the customer.

  • Work Closed Not Processed – The total amount for which work is closed but release is not processed for the customer.

  • Work-In-Progress – Indicates the the total amount for which Work is in progress for the customer.

  • Planned Work – Indicates the the total amount for which work is planned for the customer.

  • Orders-in-Progress (A)  - Indicates the the total amount of orders that are in progress for the customer.

  • Debit Amounts Due – Indicates the total of debit documents which are due for customer payment.

  • Unadjusted Receipts – Indicates the total of Receipt Voucher due from the customer. .

  • Unadjusted Credits – Indicates the total of credit documents with pending adjustment amount for the customer.

  • Acc. Balance Due (B) – Indicates the the total amount of account balance that is due from the customer.

  • Utilized Amount (A+B) -  the total amount of Orders-in-Progress and Acc. Balance Due(A+B) for the customer.

Amount

Against each row cr exposure.

Bal. after Adj.

Acc balance due is negative – customers money with us adjusted on first in first out basis

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page Overview

The ‘View Balance Information” page shows the document wise break up of customer account balance for the customer that you select in the “View Customer Credit Information“ page.

This page displays the details of the following aspects for the selected customer.