AR72.1 - Credit Transaction Review
Use AR72.1 (Credit Transaction Review) to display detailed credit information
for a customer's transactions from either a customer or national account point
of view.
Note: If you are displaying a national account customer at the national
account level, and select Base in the Currency Display field, static aging
amounts and current balance amount display in customer group currency. If you
select Transaction in the Currency Display field, static aging amounsactions
for all customers in the national account relationship.
Customer tab:
Select the Customer tab to display customer related information such as
customer group, major/minor class, and payment codes. From this tab you can
choose the Comments button to access the customer comments form. You can also
choose the Net Balance button to display the customer/vendor net balance.
Credit tab:
Select the Credit tab to display credit related information such as balance,
credit limit, and open orders.
Last Activity tab:
Select the Last Activity tab to display the customer's recent activity. Choose
the Activity button to access AR90.1 (Customer Activity) to display all
transactions for a customer.
Contact tab:
Select the Contact tab to display and maintain contact information for the
customer.
Static Aging tab:
Select the Static Aging tab to display aging information for the customer.
If you select National Account in the Inquiry Level field, the static aging
and current balance amounts include transactions for all customers in the
national account relationship.
Detail tab:
Select the Detail tab to display detailed information for the customer's
transactions.
Choose the Filter button to access the Selection Criteria subform. Use this
subform to define selection criteria if you want to limit the transactions
that display.
Updated Files
None.
Referenced Files
AGINGCODE -
ARCOMMENT -
ARCOMP -
ARCUSTGRP -
ARCUSTOMER -
ARDISPUTE -
ARDRAFTS -
AROIHDR -
AROITEMS -
AROPIVOT -
CUCONV -
CURELAT -
CUSTDESC -
GLSYSTEM -
NATACCT -
NATBALANCE -
STATICCUST -
AR72.2 - Selection Criteria
Use the Selection Criteria subform to define criteria used to select a
customer's transactions for display.
Updated Files
None.
Referenced Files
ARCOMP -
ARPROCLEVL -
INVOKED Programs
IFCU
IFSG
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