View Customer Credit Overview

Explanation

The View Customer Credit Overview activity is used to display credit and collection information, either for all customers or for specified customers. Once the information is displayed, you can recalculate credit information on selected customers.

Prerequisites

This activity requires that information has been entered in the Credit Info tab of Customer. Otherwise, no customer credit information is calculated.

System Effects

As a result of this activity, you can view a DSO graph of the selected customer and also various questions related to credit and collection management. In addition, you can recalculate selected customers by clicking on calculate cusomter credit information. This is an alternative to using Calculate Customer Credit Information.