Reviewing Customer Account Information

Access the Credit Check form.

Amount Due

Review the balance or amount due on an open invoice or voucher.

In the Address Book Master table (F0101), the amount due is a memo amount that the system uses to determine whether a particular order exceeds a credit limit.

Open Order Amount

Review the total amount of open orders for a supplier or customer. The system uses the list price from the Item Location table (F41021), adjusted by the discount tables or any override price. You cannot override this amount.

Total Exposure

Review an amount of the total accumulated amount account receivables that is due and the total accumulated open order amounts for a given customer.

Credit Limit

Review the total amount that you allow the customer to spend on purchases before the system sends a workflow message. This is the value that the system uses throughout the credit management programs. The system maintains the credit limit at the customer (child) level, not at the parent level. The system sends workflow messages for customers over their credit limits. When you set up or change the credit limit, the system sends a workflow message to the credit manager, indicating that the change is pending approval. The system does not accept the change to the credit limit in the customer record until the credit manager approves the change.

Over Credit Limit

Review this field to determine the portion of a customer's total amount due that exceeds that customer's available credit limit.

See also:

• "Setting Up Customer Records for Multicurrency Processing" in the JD Edwards EnterpriseOne Applications Multicurrency Processing Implementation Guide.