The Account Status - Quick Summary is a great way to quickly reference your customers' account. The information may be viewed or printed, but cannot be edited at this screen. It displays all pertinent account information for any selected customer.

Option <D> can be entered to allow the Account Status - Detail to be accessed from the summary screen (1.4 and 6.10.3).

Note: There is a setup in POS Defaults and Comments (10.2.6.2 field 81)

Some important information displayed in Account Status - Quick Summary is:  Date Entered, Last Buy Date, Last Pay Date, Last Pay Amount, Credit Limit, Resale Tax Number, Price Code, Customer’s Fax Number, Salesperson of Record, Payment Terms, Customer Comments, and Aging Amounts.

The Aging Periods reflect the Customer's billing period (Weekly or Monthly) if the Aging Type is set to Date in "Statement Terms and Comments" (6.11.6 field 6).

You may display a list of Routed Customers by entering <??> at the “Customer Entry” prompt. The first customer on the list will be displayed. To get to the “Next Routed Customer,” enter an <N>. To get to the “Previous Routed Customer,” enter a <P>.

The Customer’s Fax Number will be displayed above the Salesperson of Record. The Fax number is taken from the Alternate Phone Number field in “Customer Entry” (6.1.1 field 13). The first Alternate Phone Number with the description FAX will be the phone number displayed.

There is a <H>istory option in the program to view the A/R Balance History. Amounts have been rounded to the nearest dollar. The user can enter <T> to toggle to a full screen compressed display. A <P>rint option is available from either display. The system will remember which mode (compressed detail or uncompressed summary) that was last used for each port.

Available Credit Amount - The following fields will appear on the screen:

  Unposted Amount =>           346.95     Hold Order Amount =>        60,858.84

  Aging Date          =>     10/31/2011     Available Credit    =>        31,626.18

The Unposted Balances feature is to get a quick view of all of the customer’s sales that affect their credit limit.

For example the following fields will appear on the screen:

Unposted Amount =>           1.00     Hold Order Amount =>        159.00 *

The Unposted dollar amount represents the finalized orders that have not been posted for the Billto Customer.

The Hold Order dollar amount represents DI, CI and WI orders that are on hold for this customer, the Billto for this customer as well as all other Shipto Customer Accounts for the Billto customer.

An asterisk <*> will appear next to the Hold Order Amount if the option to Include Holds in Credit Limit Calculation is set in "POS Defaults and Comments"(10.2.6.2 field 78) for this location.

There is a Print Screen option.

The Customer Comments entered in “Customer Entry” (6.1.1 option <CO>) may be viewed or edited. To turn on the <CO> option, you must answer <Y>es to “Show or Edit Cust Comments” field in “POS Defaults and Comments” in SYSTEM MANAGEMENT (10.2.6.2 field 52 page 3).