Customer Credit History

Accounts Receivable Menu -> Customer Account Inquiry -> Document# window -> window to Credit History

Accounts Receivable Menu -> Customer Reward Program Maintenance -> Reward Dollar Adjustment -> Credit History

Credit History is information only and shows the outstanding amount the customer owed the rental firm each month, without running a series of prior date Aged A/R Reports.

This Credit History window displays the individual customer's account aging summary for each month and can be accessed from the window on the Credit History field in Customer Information and in Customer Account Inquiry.
The monthly records display the amount that the customer owed at that time by aging categories including Current, 31-60 Days, 61-90 Days, Over 90 Days, and the total owed.
The Average of the aging values are displayed at the bottom.

The information can be captured manually at each month end using Capture Credit History, or ARAR33A can be setup in Automatic Job Scheduling to run automatically on the first of each month to capture last month's information.

Note: If earlier monthly Credit History records are missing the Build Credit History From A/R Sub-Ledger utility can be used to recalculate the numbers.