View a Customer's Account

Article • 4/27/2026 • 2 min read

You can view a customer’s account status and other account and contact information.

To view a customer’s account

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

  2. 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.

      Or

      You can also open this window from the Customer Summary (FSCSUM) page.

  3. On the Toolbar, click More Actions.

  4. Select More Actions > Actions > AR Status.

    The Customer Credit Status page appears.

    The Customer/Distributor Account Status form displays information about the account, including the account balance, YTD amount of Invoices Goods & Services, Dun & Bradstreet rating, open invoices/credits, and cash receipts & adjustments.

  5. Make the necessary changes.

ThisOpens the…
Credit ReferenceCustomer Credit Reference window so you can create a credit reference letter for this client for the period of time you select.
Customer HistoryCustomer/Distributor History window so you can review all current and prior invoices, sort and filter them, and then print them or export them to Excel. You can also display any of the actual invoices and/or related Sales Orders or Shippers.
ContactsContacts window so you can review and/or create contacts for this customer/distributor.
ThisOpens the…
Open Sales OrdersOpen Sales Orders window that lists all of the customer’s open Sales Orders. Right-click on a Sales Order number to open the Sales Order in a separate window where you can edit the existing sales order or create a new one.
  1. On the Toolbar, click Save to save the changes, else click Cancel.