Overview
Use this job aid to perform account balance inquiries for a name id.
To perform an account balance inquiry:
- From the Toolbar, click Accounts Receivable.
- From the Accounts Receivable menu, select Account Balance Inquiry.
- In the Name Id box, click Lookup or type * and press Enter, and then select the name id, or type the name id you want to inquire on .
- Click OK.
- Highlight the Location and then click Select.
- Select a Display Option (1-10).
- Answer the questions based on the selection from step 6.
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
