Analyze Multi Company Customer Details

Explanation

This activity is used to view detailed information about AR ledger Items for the selected customer for more than one company. This details can be analyzed from customer's perspective as well as payer perspective. It is also possible to view the customer details with any applicable interest and fine amounts and simulate interest and fine in order to view the interest and fine that needs to be paid for late payments. When simulated, these amounts get calculated according to the rates specified for the installment plans of the invoices. You can view all these information for more than one company.

Prerequisites

This activity requires that customer records have been entered.

System Effects

This activity has no system effects.

Window

Multi-Company Customer Analysis

Related Window Descriptions

Multi-Company Customer Analysis

Procedure

To view multi-company customer details:

1. Open the Multi-Company Customer Analysis window.
2. Search for the customer ID for which you want to view details, or populate the header and then select the relevant customer ID from the list.
3. Select the Auto Populate check box if you want  to automatically populate and view the customer details. Clear the check box if you want to query for one or more specific ledger items.
4. Select the Show Open Items Only check box if you want to populate only the customer ledger open items. 
5. select the Exclude Not Cashed/Open Documents check box If you do not want to view open payment documents (e.g. checks and bills of exchange) for the customer.
6. Select the Enable check box if you want to view the invoices with installment details.
7. Right-click and click View Customer Order(s) to access the connected customer order(s) of the selected ledger item.

To view multi-company payer details:

1. Open the Multi-Company Customer Analysis window.
2. Search for the customer ID for which you want to view the payer details, or populate the header and then select the relevant customer ID from the List of Values.
3. Select Payer Perspective check box in order to view the payer details.
4. Select the Auto Populate check box if you want  to automatically populate and view the payer details. Clear the check box if you want to query for one or more specific ledger items.
5. Select the Show Open Items Only check box if you want to populate only the customer ledger open items. 
6. select the Exclude Not Cashed/Open Documents check box If you do not want to view open payment documents (e.g. checks and bills of exchange) for the payer.
7. Select the Enable check box if you want to view the invoices with installment details.

To simulate interest and fine:

1. Open the Multi-Company Customer Analysis window.
2. Search for the customer ID for which you want to view details, or populate the header and then select the relevant customer ID from the list.
3. Select the Auto Populate check box if you want  to automatically populate and view the customer details. Clear the check box if you want to query for one or more specific ledger items.
4. Select the Show Open Items Only check box if you want to populate only the customer ledger open items.
5. select the Exclude Not Cashed/Open Documents check box If you do not want to view open payment documents (e.g. checks and bills of exchange) for the customer. 
6. Select the Enable check box if you want to view the invoices with installment details.
7. Select the Simulate Interest and Fine until check box and enter a payment date. The details for the simulated interest and fine amounts, as well as the differences between the paid interest and fine amounts and the simulated interest and fine amounts will be displayed.