Accounts Receivable - Customer Account Quick Query

Pgm: ARQCKQRY – Customer Account Quick Query; standard Treeview path: Accounts Receivable > Queries > Customer Account Quick Query

The Accounts Receivable Customer Account Quick Detail Query allows swift access to detailed information about a customer’s account. The screen is used to retrieve information about each customer’s invoices, payments, memos, financial charges, and balances. Once a customer is selected, invoices are displayed and specific payments, memos and financial charge history can be viewed. The Invoice Details section displays a summary of the aging of the customer account.

Selection Criteria

This section’s fields are used to filter the list of invoices displayed in the Invoice Detail section.

Company

Enter/select a company code.

Customer

Enter/select a customer code.

Show Items Before Date

Enter/select a date. Details will be shown only for item dates which are on or before this date.

Query Data

Press this button to run the query. If one of the parameters is changed, click this button again to refresh the list.

Invoice Details

This section lists the details of invoices filtered via the Selection Criteria section.

Memos

This button’s pop-up lists any debit or credit memos entered against the selected invoice.

Details

This button is enabled when sales invoices have the item detail information.

Finance

This button’s pop-up lists any financial charges.

Check

This button’s pop-up lists shows all payments related to the current invoice.