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ID:10284
Title:My Favorite Receivables Inquiry Window
URL:http://belindaallen.blogspot.com/2010/06/my-favorite-receivables-inquiry-window.html
Description:
I love the Payment Summary Inquiry Window! (Inquiry - Sales - Payment Summary)

This window tells you everything you need to know from a receivables perspective for a customer. It shows the last date of an invoice, payment and statement. It shows the last date it was aged.

There is also credit limit information, NSF and Write off amounts.

My favorite is the bucket (aging) information on the left. Highlight a bucket (aging period) and clicking the word "Amount" that is blue and underlined, the Transaction by Customer Inquiry window will appear showing only the documents that make up the balance you highlighted.
Note the buckets are aged based on the "Aged As of" date in the top right corner.

This is the perfect window to review the status of a customers account.
Category:TIPS AND TRICKS BY MODULES: RM (Receivables Management)
Link Owner:
Date Added:June 17, 2010 06:05:59 PM
Number Hits:44
RatingsAverage rating: (0 votes)
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