Viewing Top Customer Write-offs

This topic discusses how to view top customer write-offs and personalize the Bad Debt Write-off by Customer pagelet.

Page Name

Definition Name

Usage

Bad Debt Write-off by Customer Pagelet

AR_PE_DETWO_PAGE

View the balances that have been written off for up to five top corporate customers.

Customer Write-off Personalization Page

AR_PE_DETWO_PRS

Define default display information for the Bad Debt Write-off by Customer pagelet.

Account Overview - Balances Page

CUST_BALANCES_HDR

Click a customer on the Bad Debt Write-off by Customer pagelet to view a wide range of information about a customer's outstanding balance or past due balance and use links to view items that comprise each balance.

See the Bad Debt Write-off by Customer Pagelet.

Use the Bad Debt Write-off by Customer pagelet (AR_PE_DETWO_PAGE) to view the balances that have been written off for up to five top corporate customers.

Click a customer link to access the Account Overview - Balances page, where you view various customer balances and use links to view a list of items included in each balance.

Use the Customer Write-off Personalization page (AR_PE_DETWO_PRS) to define default display information for the Bad Debt Write-off by Customer pagelet.

Image: Customer Write-off Personalization page

This example illustrates the fields and controls on the Customer Write-off Personalization page. You can find definitions for the fields and controls later on this page.

Customer Write-off Personalization page

Field or Control

Definition

Display Reason

Select this option to display the write-off reason on the pagelet broken down by customer and reason code. Deselect this option if you do not want to display the write-off reason. In this case, the amount is broken down by customer only.

From Date and To Date

Enter the date range of the write-off items to include in the pagelet. This field is required.

Note: When you change any personalization options, you must run the Update Pagelet Statistics process for the pagelet to display the correct data.