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<< Click to Display Table of Contents >> Customer Credit Limit and Discount Listing |
  
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<< Click to Display Table of Contents >> Customer Credit Limit and Discount Listing |
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The Customer Credit Limit and Discount Listing report provides information on the customer’s credit limit, discount arrangements, and credit history.
This report together with the Aging Report, helps in the analysis of your customers’ credit standing and credit history.
To print a Customer Credit Limit and Discount Listing, perform the following steps:
1.Access the Customer Credit Limit and Discount Listing function from the Customer group under the Reports main menu in the Sales Order module.
2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.
3.Select the report sorting option by clicking the List box button next to the Sort By field.
4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.
5.In the Report Configuration area, define the desired report filters. You may mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the desired criteria in generating the report.
6.Select any of the following options for which you want to show in the report:
•Active and Inactive Customers
•Active Customers Only
•Inactive Customers Only
7.Mark the Show Credit History checkbox if you want to include in the report information on the history of credit limits and temporary credit increases your company granted to each customer.
8.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.
The Customer Listing function also provides you with flexibility to perform the following:
•Set up user-defined sort option
•Set up user-defined report layout
•Include notes in the printed report
•Export the report to various supported file formats
•Send the report as attachment to an email
•Include time and printed by information
•Drill-down on certain fields in the report:
oCustomer #
AccountMate displays the Customer Profile when you double-click the customer number in the report. |
oSalesperson
AccountMate displays the Salesperson Profile when you double-click the salesperson number in the report. |
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