Create a Customer Credit Reference

Use the Accounts (CUST) or the Customer Credit Status (ASTAT) page to create a credit ref- erence for any of your customers or distributors. The credit reference letter indicates the time period and includes the following information:

• The date the company began doing business with you.

• The company’s payment terms.

• The amount of credit you extend to the customer.

• The date the customer last purchased material from you.

• The amount of money the customer currently owes you.

• The average number of days it takes the customer to pay you after billing.

  Blank lines are provided at the bottom of the letter to enable the authorized individual to fill the fol- lowing information: Authorized Signature, Date Signed, Position/Title, and Company Name.

Create a Customer Credit Reference from Accounts (CUST) page

1. Open the Accounts (CUST) page.

2. Select Sales Management > Master Data > Accounts.

   Or

   Search for CUST or Accounts in the Navigation box and then select

   Accounts.

   Accounts (CUST) page appears.

3. Click Browse on the Toolbar.

   The Browse For Accounts window appears.

4. Select a record and click Select. Or double-click the record to use.

5. On the Toolbar, click More Actions.

6. Select More Actions > Actions > Customer Credit Reference. The Customer Credit Reference window appears.

7. Select Print Customer Credit Reference.

   Create a Customer Credit Reference from the Customer Credit Status (ASTAT) page

8. Open the Customer Credit Status (ASTAT) page.

   Select Financial Management > Financial Transactions >

   Accounts Receivable > Customer Credit Status.

Or

1. Search for ASTAT in the Navigation box and then select Customer Credit Status.

   Customer Credit Status (ASTAT) page appears.

2. Click Browse on the Toolbar.

   The Browse For Accounts window appears.

3. Select a record and click Select. Or double-click the record to use.

4. On the Toolbar, click More Actions.

5. Select More Actions > Actions > Customer Credit Reference. The Customer Credit Reference window appears.

6. Select Print Customer Credit Reference.

   Print the Customer Credit Reference

7. In the Run the credit reference for area, select the period of time to include on the credit reference.

   This selection also affects how the Average Days to Pay is cal- culated.

   » One Year – Select this to include the last twelve months.

   » Two Years – Select this to include the last twenty-four months.

   » All Dates – Select this to view the complete customer’s history.

   » Other Date – Select this to include the all dates up to and including the date entered in the field below.

   Click Print Customer Credit Reference.

The customer credit reference letter preview is displayed on a new tab in the browser.

1. To print the letter, click the Print icon.