Display A/R Balance in OEOM (H98)

Purpose: Use this screen to indicate whether to display the customer’s total A/R balance, minus any credits allocated as order payment methods or flagged as credit card credits or check credits.

Yes/no field: Select this field to display the current A/R balance for the bill-to customer associated with the sold-to customer in order entry.

Note: The current A/R balance is displayed in order entry only if the Allow A/R Credits as Payments (E81) system control value is selected.

The A/R balance that displays in order entry consists of the total balance of open invoice open items, less the total balance of open credit open items. Any credit open items that are allocated toward orders (the status is A) are not subtracted from the open invoice total; also, any credits of the Default Check Credit Open Item Type (E82) or the Default Credit Card Credit Open Item Type (E83) are not subtracted from the invoice total. Disputed open items are included in the total under their original categories, either credits or invoices. This calculation differs from the calculation of the Total A/R field in Using A/R Inquiry (DARI), which includes all credit open items in the calculation.

Example:	The customer has the following open items:
	invoices:	10.00 25.00 15.00 25.00
	Total invoices: open credit: allocated credit: credit card credit: A/R balance in order entry:	75.00 20.00 15.00 10.00 75.00 - 20.00 = 55.00
	Total A/R in A/R inquiry:	75 - (20.00 + 15.00 + 10.00) = 30.00

The A/R balance is indicated on the Work with Order Screen.

Leave this field unselected if you do not want to display the A/R balance in order entry. Depending on the setting of the Allow A/R Credits as Payments (E81) system control value, the system displays total A/R credits or no A/R information in order entry. See Allow A/R Credits as Payments (E81) for a summary.