Viewing A/R Balance Summaries

Use the A/R Summary screen to show a summary of the balances on accounts for a bill-to customer without needing to call up each account separately. On this screen, you can view a breakdown of each ship-to customer associated with the original bill-to customer, as well as view the details for each ship-to account. This is a view-only screen.

To view a summary of A/R balances:

From the A/R menu, select A/R Inquiry to display the A/R Inquiry screen.
From a populated A/R Inquiry screen, use the AR Sum hot key to display the A/R Summary screen.

The system populates the fields on the screen with the following information:

Column	Description
Customer	The name of the bill-to customer whose account was accessed from the A/R Inquiry screen. For more information, see Viewing Customer Receivable Information.
Customer	The name of the ship-to customer associated with the bill-to customer. The name of the bill-to customer is listed first and is flagged with an asterisk (*).
Balance	The total outstanding balance owed for the customer.
Current	The current balance due.
31 - 60	The balance due after 31 days, but before 60 days.
61 - 90	The balance due after 61 days, but before 90 days.
Over 90	The balance due after 90 days. This amount is the same as the combined amounts in the 91 -120 and Over 120 aging buckets on the A/R Inquiry screen.
Future	The balance due after the time for standard aging buckets.

Use any of the following hot keys to access further information about the customers listed in the summary:

Hot Key	Function
Find	Displays an Enter Customer prompt where you enter the name of a customer you want to find on this screen.
A/R Inq	Displays the A/R Inquiry screen for the customer on whom the cursor is positioned. For more information, see Viewing Customer Receivable Information.
Open Order	Displays the Open Orders screen for the customer on whom the cursor is positioned.
Bids	Displays the Bids screen for the customer on whom the cursor is positioned.
A/R Ledger	Displays the A/R Ledger screen for the customer on whom the cursor is positioned. For ship-to customers, the information will be for ship-to customers only. For bill-to customers, the information will be for ship-to and bill-to customers.
Print	Sends a copy of the summary to the Hold file.
Customer Maint	Displays the Customer Maintenance screen for one of the following: If the cursor is positioned on a ship-to customer, the Customer Maintenance screen displays for that customer. If the cursor is positioned on a blank line, the Customer Maintenance screen displays for the bill-to customer from the header area of the A/R Summary screen.
Show Zeros	Displays on the screen any customer, either bill-to or ship-to who has a zero balance. When you use this hot key, the name changes to Hide Zeros, which hides those customers with zero balances.
A/R Aging Report	Displays the A/R Aging Report screen, where you can run the A/R Aging report for the customer on whom the cursor is positioned.