Customers Due for Credit Review Report

This report is useful for summarizing the credit assigned to your customers.

LAST REVIEWED DATE

Accept the date for one year ago, or enter a preferred date.
Any customer not reviewed since this date will be included on the report. To see all customers enter today's date.

COLLECTOR, "ALL" OR "SEL"

• Type ALL to include all A/R Collector codes in the report.
• Enter a specific A/R Collector code to print the report for a single collector, or select from the valid Collector Codes in the lookup Collector Search window.
• Type SEL to select multiple Collector codes to include in the report as outlined in Collector Select.

FROM CUSTOMER NAME

Leave this field blank for all customers or type in the beginning name or lookup the starting customer in the Accounting Customer Search window.

TO CUSTOMER NAME

Leave this field blank for all customers or type in the ending customer name or lookup the ending customer in the range in the window.

CUSTOMER TYPE

Select one of the following filters:

• Select Account to print only the Customers with On Account status as set in Customer Information.
• Select Cash to only include the Cash Customers.
• Select Both to include all customers regardless of the Cash or On Account flag.

ONLY PRINT CUSTOMERS OVER CREDIT LIMIT

Check this box to print only customers which have exceeded their limits.
Uncheck this box to print all customers.

Note: Customer's that have no credit limit assigned (i.e. the limit is zero or blank) in the Customer Credit Information window, are not consider in the Credit Limit check.

DIVISION, "ALL" OR "SEL"

• Type ALL to include customers from all divisions in the report.
• To print the report for customers from a single division as designated in Customer Information, leave this field blank for the Head Office Division, or enter a specific division code, or select a division from the drop-down list.
• Type SEL to select several specific divisions or divisions by accounting region to include in the report, as outlined in Division Select By Region.

Note: The customer accounts included in the resulting output are limited by the operator's Divisional Restricted Views.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

Click the ACCEPT button to begin printing the report, or CANCEL to abort.