This module keeps track of month-to-date and year-to-date sales and profit information in addition to other credit history information such as the average number of days customers take to pay their bills. It is updated through the End of Month Processing module when you close each month and then perform an End-of-Year closing. It is a useful module for keeping track of credit history information for your repeat customers. When you enter this module, the system will place the cursor at a “Function” prompt. Type an “R” for Run and hit enter to proceed. At the CUSTOMER field, hit the F1 key to prompt a Customer Selection box or type in the ID of the customer for which you want to view a Credit History and hit enter. Once you have selected a Customer, the screen will appear as follows:
This is strictly a “View” screen—you cannot perform any functions or access any of the fields. Once activity has been generated on an account, these fields will be updated during end-of-month and end-of-year processing. To exit this screen, click Exit or hit the Esc key to return to the Accounts Receivable menu.