Viewing customer credit information

Select the “View Customer Credit Information” activity in the “Customer Inquiry” business component.

The “View Customer Credit Information” page appears.

The system displays the following.

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.
Company	The company mapped to the login OU.

Enter the following in the “Search Criteria” group box to find the customer whose credit information you want to know.

Credit Limit Based	Use the drop-down list box to specify whether credit limit is defined for the customer you want. The system defaults this field with “Yes”. The system displays the customers for whom credit limit is fixed, if you select “Yes” in this field. To view customers with no defined credit limit, select “No”. By default the system leaves this field blank.
Credit Basis	Use the drop-down list box to specify the currency used for ascertaining the credit basis. The system defaults this field with “Base Currency”. This field is applicable only if “Yes” is selected in the “Credit Limit Based” field. The system displays two values: Customer Currency and Base Currency.
Display Option	Use the drop-down list box to specify the currency in which the credit / debit / adjustment amounts must be displayed. The system displays the following values: Base Currency, Customer Currency and Credit Currency'. The balances are displayed in the currency that you select in this field. For example, if you select “Base Currency” and the base currency is set to US $, the credit limit, account balance, orders-in-progress, utilized limit and, available limit amounts are displayed in US$. Note that the option “Base Currency” alone is listed in this field if “Credit Limit Based” is blank. The system displays “Base Currency” by default in this field.
Customer Group	Use the drop-down list box to select the customer group of the customer. The system displays the account groups that are defined in the Account Group component with an “Active” status. The system retrieves the customers associated with the customer group that you specify here.
Customer #	The identification number of the customer. You can enter this code in full or specify it partially using the “*” character. The system retrieves all the part groups whose codes are similar to the value entered here. Leave this field blank to search for all customers. The system displays the record of the customer specified here. Help facility available
Customer Name	The name of the customer. You can enter the name in full or specify it partially using the “*” character. The system retrieves customer names similar to the value entered here. Leave this field blank to search for all customers.
Finance Book	Use the drop-down list box to specify the finance book to which the finance entries pertinent to the customer are posted.

Select the “Search” pushbutton.

The “Search Results” multiline displays the following details of records that match the values specified in the search criteria fields.

Customer #	The identification number of the customer.
Customer Name	The name of the customer.
Currency	The base company of the company.
Credit Limit	The credit limit defined for the customer, displayed in the currency selected in the Display Option.
Account Balance	The amount of balance in the customer account as per the finance book specified in the Search Criteria. The amount is displayed in the currency selected in the Display Option.
Orders-In-Progress	The amount of orders that are in progress, displayed in the currency selected in the Display Option.
Utilized Limit	The amount of credit limit that has already been exhausted by the customer, displayed in the currency selected in the Display Option. Utilized Limit = Account Balance + Orders-In-Progress
Available Limit	The amount of Credit Limit available for the customer, displayed in the currency selected in the Display Option. Available Limit = Credit Limit - Utilized Limit

Note: The Credit Limit and Available Limit columns display values only for customers with fixed credit limits.

Select only a single customer record in the multiline.
Select the “View Customer Balance Information” link to see the account balance details of a customer.