Reviewing Additional Customer Account Information

PeopleSoft Receivables provides several inquiry pages that enable you to review specific information for a customer, such as a list of outstanding items and their balance. These pages display amounts in the base currency for the business unit. If you selected the Use an AR Display Currency check box for the business unit on the Display Currency Options page, the pages also display the amounts in the display currency for the business unit. You can override the display currency. If the items that make up the amounts are in different currencies, the system displays the note **Multiple Currencies** instead of an amount.

Use Receivables inquiry pages to:

• Review customer history.

• Review customer history in a chart.

• Review customer hierarchy.

• Review draft information.

• Review aged customer accounts.

• View activities for customers.

• View customers' direct journal payments.

Use the Outstanding Customer Items page (CUST_PENDING_ITEM) to view information about pending items for all maintenance, billing, overdue charge, or transfer items.

Navigation:

Accounts Receivable > Customer Accounts > Customer Information > Customer Pending Items > Outstanding Customer Items

Use the Customer Balances page (CUSTOMER_BALS) to view the customer's balance.

Navigation:

Accounts Receivable > Customer Accounts > Customer Information > Breakdown Balances > Customer Balances

Use the Customer Credit Profile page (CUST_CREDIT_PROF) to view customer balances and aging information in the currency that is associated with the customer's credit limit.

The system converts all open items for the customer from the base currency to the credit limit currency using the currency code and the rate type on the Credit Profile page. This information is useful when you need to manage a customer's credit and the transactions in multiple currencies. The page also displays the customer credit limit information.

Navigation:

Accounts Receivable > Customer Accounts > Customer Information > Credit Profile > Customer Credit Profile

Use the History page (CUSTOMER_HISTORY) to view both user-defined history and system-defined history.

The system stores customer history based on the fiscal years and periods that you define on the Detail Calendar page.

Navigation:

Accounts Receivable > Customer Accounts > Customer Information > Customer History > History

The Aging process and the Receivables Update Application Engine process (ARUPDATE) update the customer history elements. If you have not run these processes recently, the history figures that you see do not reflect up-to-date activity.

Use the History Chart page (CUSTOMER_HISTCHRT) to view a chart with customer history information.

Navigation:

Accounts Receivable > Customer Accounts > Customer Information > Customer History > History Chart

The default search parameters for the customer history information come from the History page. Override the values as needed.

Use the Customer Hierarchy page (CUSTOMER_HIERARCHY) to review a customer hierarchy in grid format.

Navigation:

Accounts Receivable > Customer Accounts > Customer Information > Customer Hierarchy > Customer Hierarchy

This example illustrates the fields and controls on the Customer Hierarchy page.

The Correspondence, Remit From, and Corporate Customer hierarchies are created from selections on the Customer Information - General Info Page.

Use the Customer Drafts page (CUSTOMER_DRAFTS) to view customer draft balances and other draft information.

Navigation:

Accounts Receivable > Customer Accounts > Customer Information > Customer Balance Drafts > Customer Drafts

Enter search criteria and sort criteria in the Draft Selection group box.

Use the Customer Information - Aging page (CUSTOMER_AGING) to view or update aged accounts.

You must run the Aging process to view information on this page.

Navigation:

Accounts Receivable > Customer Accounts > Customer Information > Customer Aging > Aging

Use the Profile by Corporate Tree page (CUST_PROF_CORPTREE) to view customers in the corporate tree AR_CORPORATE_CUST, which you defined in PeopleSoft Tree Manager.

You can also define a two-level customer relationship using the General Information page and the Corporate Customer page.

Navigation:

Accounts Receivable > Customer Accounts > Customer Information > Corporate Tree Profile > Profile by Corporate Tree

Use the Customer Payments page (CUSTOMER_PAYMENTS) to view customer payments at a high or low level of detail.

Navigation:

Accounts Receivable > Customer Accounts > Customer Information > Review Customer Payments > Customer Payments

Use the Customer Payment History page (CUSTOMER_PROFILEB) to view payment history, balance, and sales information.

Navigation:

Accounts Receivable > Customer Accounts > Customer Information > Payment History > Customer Payment History

Use the Outstanding Customer Payments page (CUST_PENDING_PAY) to view payments received, their identification, and their status in the processing cycle.

View the number of outstanding payments and the total payment amount if the items are associated with multiple business units and have different currencies.

Navigation:

Accounts Receivable > Customer Accounts > Customer Information > Outstanding Payments > Outstanding Customer Payments

Use the Item Activity page (ITEM_ACT_QRY) to view customer activity for a specific customer and date range.

Navigation:

Accounts Receivable > Customer Accounts > Customer Information > Customer Activity > Item Activity

The system sorts the activities in the Item Activity grid by business unit, customer ID, accounting date, and entry type.

Use the Direct Journal page (DIRECT_JRNL_QRY) to view all direct journal payments for a specific customer and date range.

Navigation:

Accounts Receivable > Customer Accounts > Customer Information > Review Customer Activity > Direct Journal

The system sorts the direct journal payments in the list by accounting date, deposit business unit, deposit ID, and payment ID.