Reviewing Additional Customer Account Information

Pages Used to Review Additional Customer Account Information

Page Name	Definition Name	Usage
Outstanding Customer Items Page	CUST_PENDING_ITEM	View information about pending items for all maintenance, billing, overdue charge, or transfer items.
Customer Balances Page	CUSTOMER_BALS	View the customer's balance.
Customer Credit Profile Page	CUST_CREDIT_PROF	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.
History Page	CUSTOMER_HISTORY	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.
History Chart Page	CUSTOMER_HISTCHRT	View a chart with customer history information.
Customer Hierarchy Page	CUSTOMER_HIERARCHY	Review a customer hierarchy in grid format.
Customer Drafts Page	CUSTOMER_DRAFTS	View customer draft balances and other draft information.
Customer Information - Aging Page	CUSTOMER_AGING	View or update aged accounts. You must run the Aging process to view information on this page.
Profile by Corporate Tree Page	CUST_PROF_CORPTREE	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. See also PeopleSoft Order to Cash Common Information: Setting Up Tree-Based Corporate Customers.
Customer Payments Page	CUSTOMER_PAYMENTS	View customer payments at a high or low level of detail.
Customer Payment History Page	CUSTOMER_PROFILEB	View payment history, balance, and sales information.
Outstanding Customer Payments Page	CUST_PENDING_PAY	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.
Item Activity Page	ITEM_ACT_QRY	View customer activity for a specific customer and date range.
Direct Journal Page	DIRECT_JRNL_QRY	View all direct journal payments for a specific customer and date range.

Understanding 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.

Common Elements Used for Reviewing Additional Customer Account Information

Field or Control	Description
Balance	Click to view a list of items that make up the balance on the Account Overview - Balances page.
Hi Balance (high balance)	Displays the highest balance for the customer since you last ran the Aging process.
Hi Past Due (high past due)	Displays the highest past due amount for the customer since you last ran the Aging process.
Past Due	Click to view past due items on the Item List page.

Outstanding Customer Items Page

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, and then Customer Accounts, and then Customer Information, and then Customer Pending Items, and then Outstanding Customer Items

Customer Balances Page

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

Navigation:

Accounts Receivable, and then Customer Accounts, and then Customer Information, and then Breakdown Balances, and then Customer Balances

Customer Credit Profile Page

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, and then Customer Accounts, and then Customer Information, and then Credit Profile, and then Customer Credit Profile

History Page

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, and then Customer Accounts, and then Customer Information, and then Customer History, and then 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.

Field or Control	Description
History ID	Select either a system-defined or user-defined history ID. Use the percent sign (%) to group the IDs that begin or end with the same characters. For example, enter DSO% to display both DSO30 and DSO90 history IDs.
History	Select the periods to display. Values are: All: Displays all available periods. Most Recent: Displays only the most recent period.

Field or Control

Description

History ID

Select either a system-defined or user-defined history ID. Use the percent sign (%) to group the IDs that begin or end with the same characters. For example, enter DSO% to display both DSO30 and DSO90 history IDs.

History

Select the periods to display. Values are:

All: Displays all available periods.
Most Recent: Displays only the most recent period.

History Chart Page

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

Navigation:

Accounts Receivable, and then Customer Accounts, and then Customer Information, and then Customer History, and then History Chart

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

Field or Control	Description
Fiscal Year	Enter the year for which you want to see the customer history. You can view history for only one year at a time.
Chart Type	Select the type of chart to display. Values are 2D Bar, 2D Pie, 3D Bar, 3D Pie, Horiz Bar (horizontal bar) Line Chart, and Stacked Bar.

Customer Hierarchy Page

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

Navigation:

Accounts Receivable, and then Customer Accounts, and then Customer Information, and then Customer Hierarchy, and then 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 PeopleSoft Order to Cash Common Information: Customer Information - General Info Page.

Related Topics

Customer Drafts Page

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

Navigation:

Accounts Receivable, and then Customer Accounts, and then Customer Information, and then Customer Balance Drafts, and then Customer Drafts

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

Field or Control	Description
Draft Amount	Click to view the Draft Receivables page, which shows all of a customer's accepted drafts that have been posted but are not yet complete.
Risk Amount	Click to view the Draft Receivables page, which shows the customer balance total and the draft amount for the customer.

Customer Information - Aging Page

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, and then Customer Accounts, and then Customer Information, and then Customer Aging, and then Aging

Search Criteria

Use the search fields at the top of the page to select the details about the customer.

Aging Information

The page displays New Balance if the customer's balance has changed since it was last aged. This indicates that you may want to rerun the Aging process.

Field or Control	Description
Aged Date	Displays the system date from the beginning of the aging run. For example, if the Aging process starts at 11:58 p.m. on September 12 and ends at 12:01 a.m. on September 13, the aged date is September 12.
Aging ID	Displays the aging ID. Click the Aging ID link to display the aging definition on the Aging page (AGING_TABLE).
	Click the Update Aging button to age the customer's items during the next run of the Aging process.

Customer Balances

The monetary amounts in the Customer Balances group box appear in either the base currency or the display currency for the business unit. To change from the base currency to the display currency, select the Use an AR Display Currency field for the business unit on the Display Currency Options page.

Customer Aging

The Customer Aging group box has one line for each aging category that is defined on the Aging page. Click the Aging Count link to access the item list for the selected aging category.

Related Topics

Setting Up Aging

Profile by Corporate Tree Page

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, and then Customer Accounts, and then Customer Information, and then Corporate Tree Profile, and then Profile by Corporate Tree

Customer Payments Page

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

Navigation:

Accounts Receivable, and then Customer Accounts, and then Customer Information, and then Review Customer Payments, and then Customer Payments

Customer Payment History Page

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

Navigation:

Accounts Receivable, and then Customer Accounts, and then Customer Information, and then Payment History, and then Customer Payment History

Outstanding Customer Payments Page

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, and then Customer Accounts, and then Customer Information, and then Outstanding Payments, and then Outstanding Customer Payments

Item Activity Page

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

Navigation:

Accounts Receivable, and then Customer Accounts, and then Customer Information, and then Customer Activity, and then Item Activity

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

Field or Control	Description
Item ID	Click an item ID link to access the View/Update Item Details component, where you can view details about the item, including accounting entries and all activity for the item.
Entry Type	Identifies the type of activity.

Direct Journal Page

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

Navigation:

Accounts Receivable, and then Customer Accounts, and then Customer Information, and then Review Customer Activity, and then Direct Journal

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

Field or Control	Description
Payment ID	Click a payment ID to access the Directly Journalled Payments page, where you view the details for the direct journal payment, including the distribution lines.