Customer Analysis

Explanation

This activity is used to view detailed information about a selected customer. The window contains detailed information about all invoices and due amounts, as well as invoice/pre-payment dates, etc. These details can be analyzed from a customer's perspective as well as from a payer's perspective. It is also possible to analyze or modify the proposed installment plan or the reminder/interest info for the invoice. You can enter and modify notes for both customer or an item, payment references and difference codes attached to the ledger item. It is also possible to view the customer details with any applicable interest and fine amounts and, simulate interest and fine in order to view the interest and fine that needs to be paid for late payments. it is possible to trace electronic payment addresses for items which were debited or paid by payment files.

Prerequisites

This activity requires that customer records have been entered.

System Effects

 As a result of this activity, if the difference code or payment reference is modified, the modified data will be attached to the corresponding ledger items.

Window

Customer Analysis

Related Window Descriptions

Customer Analysis
Customer Installment Plan
Payment per Invoice/Prepayment Analysis (Customer)
Payment Address per Payment
Reminder/Interest Info per Customer

Procedure

To view customer details:

  1. Open the Customer Analysis window. 
  2. Search for the customer ID for which you want to view details, or populate the header and then select the relevant customer ID from the list.
  3. Select the Auto Populate check box if you want  to automatically populate and view the customer details. Clear the check box if you want to query for one or more specific ledger items.
  4. Select the Show Open Items Only check box if you want to populate only the customer ledger open items.
  5. Select the Exclude Not Cashed/Open Documents check box If you do not want to view open payment documents (e.g. checks and bills of exchange) for the customer.
  6. Select the Enable check box if you want to view the invoices with installment details.
  7. Right-click and click Payments per Invoice/Prepayment Analysis to follow-up payment information.
  8. Right-click and click View Customer Order(s) to access the connected customer order(s) of the selected ledger item.
  9. Right-click and click Reprint Original and Reprint Modified to reprint an invoice/note either in its original form or with modified information.
  10. Double click on the Latest Note field to enter or modify a note attached to a AR ledger Item. Alternatively Right-click and click Notes to access the Notes window in order to enter and modify a note.

Note: The Customer Analysis window can also be opened by right-clicking in the Receivables Analysis window or the Bad Debt Management window.

To view payer details:

  1. Open the Customer Analysis window.
  2. Search for the customer ID for which you want to view the payer details, or populate the header and then select the relevant customer ID from the list.
  3. Select the Payer Perspective check box in order to view the payer details.
  4. Select the Auto Populate check box if you want  to automatically populate and view the payer details. Clear the check box if you want to query for one or more specific ledger items.
  5. Select the Show Open Items Only check box if you want to populate only the customer ledger open items.
  6. Select the Exclude Not Cashed/Open Documents check box If you do not want to view open payment documents (e.g. checks and bills of exchange) for the payer.
  7. Select the Enable check box if you want to view the invoices with installment details.
  8. Select the Exclude Not Cashed/Open Documents check box if you do not want to view open payment documents (e.g. checks and bills of exchange) for the payer.

To simulate interest and fine:

  1. Open the Customer Analysis window. 
  2. Search for the customer ID for which you want to view details, or populate the header and then select the relevant customer ID from the list.
  3. Select the Auto Populate check box if you want  to automatically populate and view the customer details. Clear the check box if you want to query for one or more specific ledger items.
  4. Select the Show Open Items Only check box if you want to populate only the customer ledger open items.
  5. Select the Exclude Not Cashed/Open Documents check box If you do not want to view open payment documents (e.g. checks and bills of exchange) for the customer.
  6. Select the Enable check box if you want to view the invoices with installment details.
  7. Select Simulate Interest and Fine until check box and enter a payment date. The details for the simulated interest and fine amounts, as well as the differences between the paid interest and fine amounts and the simulated interest and fine amounts will be displayed.

To enter or modify payment references:

  1. Open the Customer Analysis window.
  2. Search for the customer ID for which you want to view details, or populate the header and then select the relevant customer ID from the list.
  3. Select the Auto Populate check box if you want  to automatically populate and view the customer details. Clear the check box if you want to query for one or more specific ledger items.
  4. Select the ledger item that you want to enter or modify the payment reference.
  5. Right-click and click Modify Payment Reference to enter or modify payment reference for the selected ledger item.
    Note: To use this option the Customer Invoice Creation Method in the Company/Invoice tab should have the value Not Used selected. This option is enable for invoice ledger items, payment on accounts, payment in advances but not applicable for check ledger items, bills of exchange and customer valuable matching. It is not possible to use this option if allowed ledger items are in Canceled or Fully Paid state.

To enter or modify difference codes:

  1. Open the Customer Analysis window.
  2. Search for the customer ID for which you want to view details, or populate the header and then select the relevant customer ID from the list.
  3. Select the Auto Populate check box if you want  to automatically populate and view the customer details. Clear the check box if you want to query for one or more specific ledger items.
  4. Select the ledger item that you want to enter or modify the payment reference.
  5. Right-click and click Modify Difference Code to enter or modify difference code for the selected ledger item.