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

• Performing an Account Balance Inquiry
• Checking Available Credit
• Revising Credit Limits
• Printing Accounts in Arrears
• Historical Balances in Credit Management
• Credit Management Multiple Period Definitions
• Credit Management Notes - Setup & Use