Viewing Outstanding and Past Due Balances
This topic discusses how to view outstanding balances and view past due balances.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
AR_PE_OUTBAL_PAGE |
View customer accounts with large open balances. |
|
|
AR_PE_PASTDU_PAGE |
View customer accounts with collection problems. |
|
|
Account Overview - Balances Page |
CUST_BALANCES_HDR |
Click a customer on the Outstanding Balances or Past Due Balances pagelet to view a wide range of information about a customer's balances and use links to view items that comprise each balance. |
Use the Outstanding Balances pagelet (AR_PE_OUTBAL_PAGE) to view customer accounts with large open balances.
Navigation:
Click the Personalize Content link on the PeopleSoft Home page.
Select Outstanding Balances.
Field or Control |
Description |
|---|---|
Customer |
Displays up to five customers that have a large outstanding balance. The pagelet displays only corporate customer balances. Click a customer to access the Account Overview - Balances page, where you view detailed information regarding the outstanding balance. |
Amount |
Displays the total amount owed to your organization regardless of the payment due date. |
Use the Past Due Balances pagelet (AR_PE_PASTDU_PAGE) to view customer accounts with collection problems.
Navigation:
Click the Personalize Content link on the PeopleSoft Home page.
Select Past Due Balances.
Field or Control |
Description |
|---|---|
Customer |
Displays up to five customers that have a large unpaid balance past a specified due date. The pagelet displays only corporate customer balances. Click a customer to access the Account Overview - Balances page, where you view detailed information regarding the outstanding balance. |
Amount |
Displays the total amount of the unpaid balances past the specified due date. |