This chapter contains these topics:
From Accounts Receivable (G03), choose Credit/Collection Management
From Credit & Collection Management (G0315), choose a report
To review accounts that have not been reviewed or worked as of a specific date, print the Open Credit/Collection Items report (P03440). After you work a customer's account, it does not appear on this report until the next review date.
To see only those accounts that belong to a specific credit or collections manager, do one of the following:
Print the outstanding collections items version (XJDE0001)
Print the outstanding credit items version (XJDE0002)
Each version lists summarized information from the A/R Cash Management worktable (F0315).
You can print this version to review a list of outstanding items for customers with past-due accounts.
You can print this version to review a list of outstanding credit items for parent accounts only. The system calculates all credit limits at the parent level and applies the child balances against the credit limit of the parent.
This version lists parent accounts that have not exceeded their credit limit, but have reached their credit review date.
This report lists information from the A/R Ledger table (F0311) and the Message Log Ledger table (F0113).