{"id":6667,"date":"2014-02-28T09:08:41","date_gmt":"2014-02-28T09:08:41","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=6667"},"modified":"2014-02-28T09:08:41","modified_gmt":"2014-02-28T09:08:41","slug":"knowing-customer-credit-status","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/02\/28\/knowing-customer-credit-status\/","title":{"rendered":"Knowing Customer Credit Status"},"content":{"rendered":"<p>The account Receivable module of Sage 300 ERP v 6.0 now comes with AR Customer Inquiry screen which consolidates customer information from all different core modules within Sage 300 ERP. This feature enables us to get valuable Customer information at one glance.<br \/>\nIn our previous blog, we had discussed about <a title=\"AR Customer Receipt Enquiry\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/01\/10\/ar-customer-receipt-enquiry\/\" target=\"_blank\">AR Customer Receipt Inquiry <\/a>which is a part of AR Customer Inquiry Screen. In this blog we are going to focus on the tab which relates to the Credit Status of the customer. This tab provides customer\u2019s Credit status information such as Outstanding AR balance, AR \/ OE Pending Balance, Other Pending Balance and Total Outstanding Balance Credit limit, Credit limit exceeded by as well as it also provide us the information about No. of Open invoices and Total Invoices Paid etc.<br \/>\nTo inquire about a customer\u2019s Credit Status user needs to select a particular customer in the AR Customer Inquiry screen as shown in the following screen shot:<br \/>\n<span style=\"color: #800000\"><em><strong>New Stuff:<\/strong><\/em><\/span>\u00a0<a title=\"Save and Restore Custom Setting While Printing Report UI\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/02\/28\/save-and-restore-custom-setting-while-printing-report-ui\/\" target=\"_blank\">Save and Restore Custom Setting While Printing Report UI<\/a><\/p>\n<p style=\"text-align: center\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/02\/Customer-Credit-Status.jpg\" target=\"_blank\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter  wp-image-6671\" alt=\"Customer Credit Status\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/02\/Customer-Credit-Status.jpg\" width=\"469\" height=\"369\" \/><\/a><\/p>\n<p>Go to Account Receivable \u2013&gt; A\/R Customers\u2013&gt; Customer Inquiry.<br \/>\nFor Instance, let\u2019s select a customer Mr. Ronald Black (1200) and go to the Credit status tab as shown above.<br \/>\nThe Credit status tab shows all customer Credit status for the customer 1200, including Amount due by aging, credit limit, No of open Invoices, Outstanding Retainage.<br \/>\nThere is also a provision to view report in both source and functional currency.<br \/>\nJust to summarize, the Customer Inquiry form provides a ready reference to all the information that exists for a customer in the Sage ERP 300 system.<br \/>\n<span style=\"color: #800000\"><em><strong>Also Read:<\/strong><\/em><\/span><br \/>\n1.<a title=\"AR Customer Receipt Enquiry\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/01\/10\/ar-customer-receipt-enquiry\/\" target=\"_blank\">AR Customer Receipt Inquiry<\/a><br \/>\n2.<a title=\"AR Customer ledger\/ Transaction\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/11\/15\/ar-customer-ledger-transaction\/\" target=\"_blank\">AR Customer Ledger Transaction<\/a><br \/>\n3.<a title=\"Reverse Receipt and Payment in Sage 300 ERP\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/02\/25\/reverse-receipt-and-payment-in-sage-300-erp\/\" target=\"_blank\">Reverse Receipt and Payment in Sage 300 ERP<\/a><br \/>\n4.<a title=\"Template feature for Order Entry in Sage 300 ERP\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/02\/18\/template-feature-for-order-entry-in-sage-300-erp\/\" target=\"_blank\">Template feature for Order Entry in Sage 300 ERP<\/a><br \/>\n5.<a title=\"Maintain Reorder and Minimum Order Levels in Sage\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/02\/25\/maintain-reorder-and-minimum-order-levels-in-sage\/\" target=\"_blank\">Maintain Reorder and Minimum Order Levels in Sage<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The account Receivable module of Sage 300 ERP v 6.0 now comes with AR Customer Inquiry screen which consolidates customer information from all different core modules within Sage 300 ERP. This feature enables us to get valuable Customer information at one glance. In our previous blog, we had discussed about AR Customer Receipt Inquiry which\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/02\/28\/knowing-customer-credit-status\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[238,244,610,655,2174,2357],"class_list":["post-6667","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-ar-customer","tag-ar-inquiry","tag-credit-status","tag-customer-inquiry","tag-receipt-inquiry","tag-sage-300-erp"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Knowing Customer Credit Status - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/02\/28\/knowing-customer-credit-status\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Knowing Customer Credit Status - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"The account Receivable module of Sage 300 ERP v 6.0 now comes with AR Customer Inquiry screen which consolidates customer information from all different core modules within Sage 300 ERP. 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