4Reports and Inquiry
Option 15Customer Credit Inquiry
Use this function to display customer credit information.
In order to print the customer Credit Inquiry, this step formats the Customers information. The following data items are shown: Current Calendar Month, Current Calendar Year, Customer, Name, Customer Credit Limit, Contact, Balance, Phone, Available Credit Amount, Credit Status, Customer MTD Sales, First Transaction, Customer YTD Sales, Last Transaction, Customer Previous Year Sales, Last Payment, On Order, Invoice Date, Customer High Balances Per Quarter, Average Days for Payment, Salesperson, and Comments.
A sample output is shown below.
****************************** Customer Credit ******************************
as of 8 / 89
00000030 Pool and Associates Credit Limit 9999999.00 Credit
Shelly Hodges Balance 2894.01 Status
(804) 887-9836 Available 9997104.99 OK
MTD Sales .00 First Trx 12/20/88
YTD Sales .00 Last Trx 07/31/89
Prev Yr Sales 20782.63 Last Pay 08/11/89
On Order .00 Oldest Inv 07/21/89
High Balance Avg Days to Pay
Last 4 Quarters .00 Last 4 Quarters 0
5100.00 20
4729.00 22
4890.00 23
Salesperson 30 Ms. Vanessa L. Hastings
Comments:
Good Customer. Also our ad agency.