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This page allows you to set the criterion to retrieve the credit statuses of the customers. Every customer in an organization is accorded with a credit status and a credit rating. Tell me more
Select the “Customer Credit Status” link under the “Reports – Receivable Management” business component.
The “Customer Credit Status” page appears.
Enter the following fields in the “Search Criteria” group box:
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Company Code |
Use the drop-down list box to select the code identifying the company in which the customer has been defined. All the companies that are in the “Active” status and have been mapped to the login organization unit will be available for selection. |
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Business Unit ID |
Use the drop-down list box to select the code identifying the business unit in which customer has been defined. All the business units that are in the “Active” status and have been mapped to the selected company will be available for selection. |
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Group Type Code |
Use the drop-down list box to select the type of group to which the customer belongs. All the customer group types that have been defined for the login organization unit will be available for selection. |
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Customer Group Code From |
Use the drop-down list box to select the customer group from which you want to retrieve. All the customer group codes that have been defined for the selected group type will be available for selection. |
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To |
Use the drop-down list box to select the customer group till which you want to retrieve. All the customer group codes that have been defined for the selected group type will be available for selection. |
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Status Type |
Use the drop-down list box to select the type of the customer status. You can select from “Ordering", "Picking" or "Shipping". The system displays “Ordering” by default on launch of the page. |
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Status |
Use the drop-down list box to select the status of the customer. You can select from “Hold” or “No Hold”. The system displays “Hold” by default on launch of the page. |
Click the “View Credit Status” pushbutton to view the report.
The system generates and displays the customer statement based on the search criteria entered. This report can be printed. You can view the details of the customer; the credit rating and the ageing run date.
Customer Credit Status – An overview
The decision to transact with a customer is based on this status and rating. The details of the ratings can be viewed for all the customers of the company on any date. You can carry out a search by specifying the type of group and the range of groups to which the customer belongs. You can also search by selecting the type of the status and the status of the customers for whom you want to view the credit rating. The system retrieves and generates a report containing the credit status and the credit rating of the customer. You can also view the date on which the ageing tool was run.