Checking Available Credit

Overview

Use this job aid to display a customer's available credit and credit limit.

To check available credit:

1. From the Toolbar, click ACR for Accounts Receivable.

2. From the Accounts Receivable menu, select Credit Management, and then select Account Balance Inquiry.

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3. In the Name Id box, click Lookup or type * and press OK.

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4. Then select the name id, or type the name id you want to display account balance analysis.

5. Select a location.

6. Select Account Balance Analysis.

7. Click OK.

Learn more about Credit Management feature: