Reviewing Customers' Credit Standings

Use the Customer Credit Inquiry screen to view totals of a customer's past due invoices, available credit, and current credit limits. The screen is divided into two rows. The first row shows the limits, and the second row shows the actual amounts.

The credit information shown in this screen may – or may not – take into account open orders, depending on how the Include Open Orders In Credit Balance control maintenance record is set.

To review a customer's credit:

Create or open a sales order and display the order's Header screen.
Use the Add'l hot key, and then the Cust Credit Inquiry hot key, to display the Customer Credit Inquiry screen.
Review the following fields:

Field	Description
Past Due	The top row shows the customer's total dollar amount on past due invoices. The bottom row shows the past due amount for this order.
Credit Limit	The top row shows the customer's credit limit. The bottom row shows how much credit the customer has used.
Order Limit	The top row shows how much of the credit limit the customer can spend per order. The bottom row shows how much the customer has spent on this order.
Job Limit	The top row shows how much the customer can spend per job or project. The bottom row shows how much the customer has spent on the job for this order.

Press Esc twice to return to the order's Header screen.