Customers Due for Credit Review Report
Accounts Receivable Menu -> Collections -> Customer
Credit Information -> Customers Due for Credit Review
This report is useful for summarizing the credit assigned to
your customers.
-
- LAST REVIEWED DATE
- Accept the date for one year ago, or enter a preferred
date.
Any customer not reviewed since this date will be included on the
report. To see all customers enter today's date.
COLLECTOR, "ALL" OR "SEL"
-
- Type ALL to include all A/R Collector codes in the report.
- Enter a specific A/R Collector code to print the report for a
single collector, or select from the valid Collector Codes in the
lookup Collector Search window.
- Type SEL to select multiple Collector codes to include in the
report as outlined in Collector
Select.
FROM CUSTOMER NAME
- Leave this field blank for all customers or type in the
beginning name or lookup the starting customer in the Accounting Customer Search window.
TO CUSTOMER NAME
- Leave this field blank for all customers or type in the ending
customer name or lookup the ending customer in the range in the
window.
CUSTOMER TYPE
- Select one of the following filters:
- Select Account to print only the Customers with On
Account status as set in Customer
Information.
- Select Cash to only include the Cash Customers.
- Select Both to include all customers regardless of the
Cash or On Account flag.
ONLY PRINT CUSTOMERS OVER CREDIT LIMIT
- Check this box to print only customers which have exceeded
their limits.
Uncheck this box to print all customers.
Note: Customer's that have no credit limit assigned (i.e. the
limit is zero or blank) in the Customer Credit
Information window, are not consider in the Credit Limit
check.
DIVISION, "ALL" OR "SEL"
-
- Type ALL to include customers from all divisions in the
report.
- To print the report for customers from a single division as
designated in Customer Information, leave
this field blank for the Head Office Division, or enter a specific
division code, or select a division from the drop-down list.
- Type SEL to select several specific divisions or divisions by
accounting region to include in the report, as outlined in Division Select By Region.
Note: The customer accounts included in the resulting output are
limited by the operator's Divisional
Restricted Views.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- Click the ACCEPT button to begin printing the report, or CANCEL
to abort.
Topic Keyword: ARCF56