Inquiring About A/R Job Information

A/R Inquiry provides a tool to review job information. These jobs can be for individual Job Account types or for multiple jobs for a Bill-To Account type. A/R Job Information displays ship-to accounts with a job limit greater than $0.00 so you can review current lien deadlines. For example, in Missouri you must file a lien within 6 months after the last day materials were furnished to the project. A/R Job Information quickly helps you find that date.

The information that displays depends on the account type. If the customer is a bill-to customer, the system displays the table view of the job information which includes open order dollars, last ship date and lien information. If the account is a bill-to account or a job account, you can double-click the job to view A/R information, such as aging buckets.

Your job information window depends on whether your customer has multiple jobs. For more information, see Job Information Examplesbelow the procedure.

To inquire about job information for a customer:

1. From the A/R menu, select A/R Inquiry to display the A/R Inquiry window.

2. In the Customer field, enter the name of the ship-to customer for which to display accounts receivable information.

Note: If the customer is not a job account customer, the system remains on the A/R Inquiry for that customer.

3. From the Inquiries menu, select A/RJob Information.

Note: If there is no job limit or the account is not marked as a ship-to, the Job Information option is deactivated.

By default, the system displays the following information for the jobs available for that customer:

* Displays for all views.

When viewing multiple job information, you can use the View Manager () to display the following alternate views:

4. A/R Aging

   Field	Description
   Last Ship Date	Date of the last shipment made for the job.
   Est. Lien Date	The date based on lien days when lien action would occur.
   Total A/R	The total balance due from the customer for the job.
   FT (Future)	The part of the customer's balance that is due but that has not yet appeared on a statement.
   Current	The part of the customer's balance that you have billed and that is due in the current period.
   Over 30 (31-60 bucket)	The part of the customer's balance that is between 31 and 60 days overdue.
   61-90	The part of the customer's balance that is between 61 and 90 days overdue.
   91-120	The part of the customer's balance that is between 91 and 120 days overdue.
   Over 120	The part of the customer's balance that is over 120 days overdue.

5. Job Exposure

   Field	Description
   Sales	Total sales dollars to date for the job.
   Total Job Exp.	The portion of the job limit used. The system adds together the open orders for the job and the invoiced orders for the job.
   Job Limit	Total number of dollars allowed to spend on the job.
   Total Job Exp. %	The percentage of the job limit used. The system adds together the open orders for the job and the invoiced orders for the job.
   Last Ship Date	Date of the last shipment made for the job.
   Lien Days	The number of days at which lien action could be taken
   Est. Lien Date	The date based on lien days when lien action would occur.
   Total A/R	The total balance due from the customer for the job.
   Credit Limit	The limit of credit in dollars available to the customer.
   Credit Avail	The amount of credit remaining available to the customer.

Note: Use User-Defined View Maintenance to add a customized view, if needed.

4. Use the Jobs and Ship-to check box to limit the view to the jobs you want to see.

5. Use the Download button to export the information to a spreadsheet format for further review.

6. Double-click on a specific job to display the single job information for that job.

7. Exit the window.

Job Information Examples

Your job information window depends on whether your customer has multiple jobs.

Single Job Default View

Multiple Job Default View

See Also:

Viewing Customer Receivable Information