Analyze Multi Company Customer Details
Explanation
This activity is used to view detailed information about AR ledger Items for
the selected customer for more than one company. This details can be analyzed
from customer's perspective as well as payer perspective. It is also possible to
view the customer details with any applicable interest and fine amounts and
simulate interest and fine in order to view the interest and fine that needs to
be paid for late payments. When simulated, these amounts get calculated
according to the rates specified for the installment plans of the invoices. You
can view all these information for more than one company.
Prerequisites
This activity requires that customer records have been
entered.
System Effects
This activity has no system effects.
Window
Multi-Company Customer Analysis
Related Window Descriptions
Multi-Company Customer Analysis
Procedure
To view multi-company customer details:
- Open the
Multi-Company Customer
Analysis window.
- Search for the customer ID for which you want to view details, or
populate the header and then select the relevant customer ID from the list.
- Select the Auto Populate check box if you want to
automatically populate and view the customer details. Clear the check box if you want to query for one or more
specific ledger items.
- Select the Show Open Items Only check box if you want to
populate only the customer ledger open
items.
- select the
Exclude Not Cashed/Open Documents check box If you do not want to
view open payment documents (e.g. checks and bills of exchange) for the
customer.
- Select the
Enable check box if you want to view the invoices with installment
details.
- Right-click and click
View Customer Order(s) to access the connected
customer order(s) of the selected ledger item.
To view multi-company payer details:
- Open the
Multi-Company Customer
Analysis window.
- Search for the customer ID for which you want to
view the payer details, or populate the header and then select the relevant customer
ID from the List of Values.
- Select Payer Perspective check box in order to view the payer
details.
- Select the Auto Populate check box if you want to
automatically populate and view the payer details. Clear the check box if you want to query for one or more
specific ledger items.
- Select the Show Open Items Only check box if you want to
populate only the customer ledger open
items.
- select the Exclude Not Cashed/Open
Documents check box If you do not want to view open payment documents
(e.g. checks and bills of exchange) for the payer.
- Select the Enable check box if you want to view the invoices with installment
details.
To simulate interest and fine:
- Open the
Multi-Company Customer
Analysis window.
- Search for the customer ID for which you want to view details, or
populate the header and then select the relevant customer ID from the list.
- Select the Auto Populate check box if you want to
automatically populate and view the customer details. Clear the check box if you want to query for one or more
specific ledger items.
- Select the Show Open Items Only check box if you want to
populate only the customer ledger open
items.
- select the
Exclude Not Cashed/Open Documents check box If you do not want to
view open payment documents (e.g. checks and bills of exchange) for the
customer.
- Select the
Enable check box if you want to view the invoices with installment
details.
- Select the Simulate Interest and Fine until check box and enter a payment
date. The details for the simulated interest and fine amounts, as well as
the differences between the paid interest and fine amounts and the simulated
interest and fine amounts will be displayed.