Analyzing a Customer Account Concept Analyzing a Customer

Analyzing a Customer Account Concept

Analyzing a Customer Account

Analyzing a Customer Account Step 1 Begin by navigating to the History page. Click the Scroll Down arrow.

Analyzing a Customer Account Step 2 Click the Accounts Receivable menu.

Analyzing a Customer Account Step 3 Click the Customer Accounts menu.

Analyzing a Customer Account Step 4 Click the Customer Information menu.

Analyzing a Customer Account Step 5 Click the Customer History menu.

Analyzing a Customer Account Step 6 Click in the Customer field.

Analyzing a Customer Account Step 7 Enter the desired information into the Customer field. Enter "1011".

Analyzing a Customer Account Step 8 Click the Search button.

Analyzing a Customer Account Step 9 Use the History page to view both userdefined and system-defined history.

Analyzing a Customer Account Step 10 Next, navigate to the Profile page. Click the Customer Information menu.

Analyzing a Customer Account Step 11 Click the Account Overview menu.

Analyzing a Customer Account Step 12 Click the Profile tab.

Analyzing a Customer Account Step 13 Use the Level field to specify the items to include for the customer group to which your customer belongs.

Analyzing a Customer Account Step 14 Click the Search button.

Analyzing a Customer Account Step 15 Use the Profile page to view customer profile information. This page also enables you to use links for viewing inprocess payments or outstanding items.

Analyzing a Customer Account Step 16 Click the Item List link.

Analyzing a Customer Account Step 17 Use the Item List page to view a list of open items for the customer.

Analyzing a Customer Account Step 18 Use the Status field to select the type of items that you want to display.

Analyzing a Customer Account Step 19 Click the Status list.

Analyzing a Customer Account Step 20 Click the Past Due list item.

Analyzing a Customer Account Step 21 Click the Search button.

Analyzing a Customer Account Step 22 Note these entries are all the past due items. Click the Close button.

Analyzing a Customer Account Step 23 Next, navigate to the Customer Payments page. Click the Customer Information menu.

Analyzing a Customer Account Step 24 Click the Payments menu.

Analyzing a Customer Account Step 25 Click the Search button.

Analyzing a Customer Account Step 26 Use the Customer Payments page to view customer payments.

Analyzing a Customer Account Step 27 Next, navigate to the Customer Payment History page. Click the Customer Information button.

Analyzing a Customer Account Step 28 Click the Payment History menu.

Analyzing a Customer Account Step 29 Click the Search button.

Analyzing a Customer Account Step 30 Use the Customer Payment History page to view payment history, balance, and sales information for your customer.

Analyzing a Customer Account Step 31 Click the Credit Limit link.

Analyzing a Customer Account Step 32 Use the General Info page to view or record general customer information.

Analyzing a Customer Account Step 33 Select the status of your customer's account in the Status field.

Analyzing a Customer Account Step 34 Use the Date Added field to enter the date when you entered the customer in the system. In this case, retain the default date.

Analyzing a Customer Account Step 35 Use the Since field to specify that the customer has been a customer since a certain date. In this case, retain the default date.

Analyzing a Customer Account Step 36 Use the Type field to identify customer categories in reports. In this case, User 1 represents manufacturing customers.

Analyzing a Customer Account Step 37 Click the General Info Links list.

Analyzing a Customer Account Step 38 Click the 0030 - Credit Profile list item.

Analyzing a Customer Account Step 39 Use the Credit Profile page to view or update the general credit profile of your customer.

Analyzing a Customer Account Step 40 Click the Add a new row button.

Analyzing a Customer Account Step 41 Use the Effective Date field to specify the date when you are updating the credit profile of your customer. It defaults to the system date.

Analyzing a Customer Account Step 42 Use the Credit Class field to select additional credit categories for your customer.

Analyzing a Customer Account Step 43 Use the Risk Code field to select the risk level for your customer's past credit history.

Analyzing a Customer Account Step 44 Click the Risk Code list.

Analyzing a Customer Account Step 45 Click the High list item.

Analyzing a Customer Account Step 46 Use the Risk Score field to view the credit risk score that has been calculated for this customer. This calculation is based on the establishment of risk scoring rules and running of the Risk Scoring process (RUN_AR_RISK). This score may change each time the Risk Scoring process is run for a customer or customer group depending on any new payment and collection activities.

Analyzing a Customer Account Step 47 Use the Currency Code field to specify the currency code for your customer's account.

Analyzing a Customer Account Step 48 Use the Rate Type field to enter the rate type for converting transaction currencies to the currency code that you specified.

Analyzing a Customer Account Step 49 Select the Collection check box if you have turned a customer over for collection. Click the Collection option.

Analyzing a Customer Account Step 50 Use the Status field to specify the collection status code. Click in the Status field.

Analyzing a Customer Account Step 51 Enter the desired information into the Status field. Enter "REI".

Analyzing a Customer Account Step 52 Click the Enable Credit Checking option.

Analyzing a Customer Account Step 53 Click in the Credit Limit Review Date field.

Analyzing a Customer Account Step 54 Use the Credit Limit Review Date field to specify the date on which you reevaluate both the corporate and general credit limit. Enter the desired information into the Credit Limit Review Date field. Enter "10/26/2007".

Analyzing a Customer Account Step 55 Click in the Credit Limit field.

Analyzing a Customer Account Step 56 Enter the desired information into the Credit Limit field. Enter "1000000".

Analyzing a Customer Account Step 57 Click the vertical scrollbar.

Analyzing a Customer Account Step 58 Click the OK button.

Analyzing a Customer Account Step 59 You have successfully analyzed your customer's account and updated credit information. End of Procedure.