Viewing customer balance information

Select the “View Customer Balance Information” link at the bottom of the “View Customer Credit Information” business component.

The “View Customer Balance Information” page appears

The “Credit Limit Summary” data cluster displays the following as specified in the “View Customer Credit information” page.

Customer #	The identification number of the selected customer.
Customer Name	The name of the customer.
Date	The format in which the date field is displayed. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default.
Currency	The base company of the customer.

Note: The below-mentioned amounts are displayed in the currency as selected in the Display Option of the “View Customer Credit Information” page.

Credit Limit	The credit limit defined for the customer in the currency.
Available Limit	The unutilized amount of credit limit, displayed in the currency. Available Limit = Credit Limit – Utilized Limit
Orders-In-Progress	The total amount of orders that are in progress, displayed in the currency selected in the Display Option.
Acc. Balance Due	The amount of balance due from the customer.
Utilized Limit	The amount of credit limit that has already been exhausted by the customer, displayed in the currency. Utilized Limit = Account Balance + Orders-In-Progress
Info. Updated Upto	Indicates the date and time in which the scheduler was run last to generate the consolidated Customer Balance Information statement.

Select the "Utilized Limit - Summary" tab page to view a summary of the total credit limit that has already been used by the customer so far.
Select the "Orders-in-Progress" tab page to view specific details of orders that are In progress as on a particular date.
Select the "Acc. Balance Due" tab page to view the amount due from the customer within the given date.

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.

Pending adjustment against documents, if any
Pending adjustment of balance in receipts, if any
Unadjusted credit documents