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This panel is used to view and analyse the credit situation of either a single customer, or the entire structure to which it belongs. You are able to expand and collapse the view of this panel, in order to view either information for the individual customer, or the open balances etc. of the entire customer structure, including parent and holding companies.
Some of the information displayed in this panel may differ, depending on whether or not DC1 Financials or DC1 Distribution is installed in your system.
Options
| Quotations | Select this option to view all the sales quotations for the customer. |
| Order axis customer | Select this option to view the total open orders for customers. |
| Order axis debtor | Select this option to view the total open orders for debtors. |
| DIS invoices | Select this option to view all invoices for the selected debtor. These will be those invoices from DC1 Distribution only. |
| A/R credit info | Select this option to view the A/R credit information for the selected debtor. If the D column is set to YES, it denotes that the debtor is different from the actual customer displayed. |
| A/R credit axis | Select this option to view the A/R credit time axis for the selected debtor. If the D column is set to YES, it denotes that the debtor is different from the actual customer displayed. |
| A/R balances | Select this option to view the A/R balance for the selected debtor. If the D column is set to YES, it denotes that the debtor is different from the actual customer displayed. |
| A/R transactions | Select this option to view all A/R transaction invoices for the selected debtor. If the D column is set to YES, it denotes that the debtor is different from the actual customer displayed. |
Function keys
| Compress | Exclude the lowest ranking customers of this structure from being displayed. This will also affect the balances displayed above. This function may be repeated until only the Holding company of the structure remains. |
| Expand | Include the next level ranking customers in this structure being displayed. This will also affect the balances displayed above. This function may be repeated until the entire structure is included. |
| Parent company | Replace the selected customer by its parent company in the Customer input field. This will then display the relevant information for the structure, at parent level. |
- Holding comp
- Displays the number and name of the Holding company for the customer that you have selected, of the structure to which this customer belongs. In cases where this is the same as the customer that has been selected, this field will still display this name and number.
- Level /
- This is made up of two fields. The first displays the tier level in this structure of the selected customer. The second indicates the number of levels deep of the structure that are being displayed.
In the first area, the range of numbers starts at 0 – this being the highest level (Holding company) – and progresses numerically. This higher the number, the lower down the hierarchy the customer is.
The second area displays the number of levels that have been selected to be viewed. The higher the numeric value displayed here, the more tiers are being viewed. Again, level 0 indicates the highest level (Holding company) with values progressing upwards – the higher the number, so the more levels are displayed.
- Parent comp.
- Displays the parent company of the customer that has been selected, if this customer has such. If the selected customer is a Holding company, this field will be blank.
- Credit warn %
- Displays the percentage level of the customer’s credit, at which an alert message should be created, if this has been activated in the Credit limit service fields on the Work with customer structure, Customer detail panel.
For example, if 75% is displayed an alert message will be sent to a predefined user, informing them once 75% or more of the line of credit has been used by this customer. In addition, this will be reflected in the Structure credit analysis printout. Note: This will not be used in the credit control routine. However, it is useful for the purposes of analysis.
- Customer
- Enter the number of a valid customer into this field, to view its credit structure details, including the customer’s name. In some cases, depending on how you accessed this panel, this field will already display these details.
- Credit warning
- Indicates if credit warning has been activated for this customer.
- Tot balance
- Displays the total balance of the debtor. The calculation of this balance is the sum of the A/R balance, A/P balance, Invoiced not transf and Open orders fields. The values of the last two fields are retrieved from DC1 Distribution, if installed.
- Str cred lim
- Displays the total credit limit of the structure to which this customer belongs.
- Lvl
- Under this column the levels at which the listed customers are ranked within the structure is displayed. The lower the number, the higher the tier of the customer. 0 indicates the Holding company.
- D
- If this column is set to YES, it denotes that the debtor is different from the actual customer displayed.
- Customer
- Under this column the customer number is displayed. The first in this list will be that customer which has been entered in the header.
- Name
- The customers’ names are listed in this column, corresponding to their numbers.
- A/R balance
- Each of the corresponding customer’s A/R balances are listed in this column.
- A/P
- If this column is set to YES, it denotes that the customer is also a supplier and that their A/P balance is less than or greater than 0.
- O
- If this column is set to YES, it denotes that the corresponding customer has overdue/outstanding invoices.
- S
- If a credit stop code exists for this customer, it is listed in this field. These codes are defined for each debtor in the Business partner file, A/R basic data, using information retrieved from the Credit stop code table.
- H
- If this column is set to YES, it denotes that the corresponding customer has held orders.
- B
- If this column is set to YES, it denotes that the corresponding customer has an open order that is beyond time.
- Q
- If this column is set to YES, it denotes that the customer has received quotations, which are still open.
- Inv not tran
- Under this column heading, the value of invoices that have not been transferred to A/R is displayed.
- Credit limit
- Each of the customer’s credit limits (as defined in the Credit profile) is listed in this column.
- Open orders
- Under this column the value of each customer’s Open order balance, in accordance with Open order days is displayed.
- Total balance
- Under this column the entire balance of the customer structure is displayed. The calculation of this balance is the sum of the A/R balance, A/P balance, Invoiced not transf and Open orders fields.