One View Customer Ledger Inquiry (P03B2022)

Access the One View Customer Ledger Inquiry application (P03B2022) from the Accounts Receivable Inquiries (G03B17) menu. Use One View Customer Ledger Inquiry to analyze customer ledger transactions. One View Customer Ledger Inquiry uses the One View Customer Ledger Inquiry business view (V03B11I), which includes columns from the Customer Ledger table (F03B11) and Customer Line of Business Master table (F03012). This application provides a wealth of data and is extremely flexible in the types of reports that can be generated. Choose from more than 500 columns in the business view to analyze your Customer Ledger by period, fiscal year, discounts information, aging categories, collection or credit manager, any number of category codes, and so on. In addition to high-value reports delivered with this application, you can use this application to create reports for many business purposes. Examples are Paid vs. Open Invoice by Collection Manager, Credit Memos by Business Unit, Top 10 Customers, A/R Analysis by Business Unit or Region, and many others. Associated descriptions are provided so you can choose among viewing codes, descriptions, or both. Examples include company, customer, category code, currency, pay status, and many others.

Several predefined reports are delivered with this application. They are Open Invoices, Customer Balance, Open Invoices with Aging, and Customer Account Balance Analysis. Using these delivered reports, you can see your top 10 customers based on open invoices, see how your open invoices are spread across all customers, and track your aging by credit manager and region (customer master category code 1). The Customer Ledger Analysis report provides an even broader view of your transactions by providing multiple views of the same data broken down by region (customer master category code 1), collection and credit manager, aging by customer, and periods.