Account Details

Reference : 21680

(V 02.00.00-00)

Table of Contents

Details

The Account Details Tab has been re-organized as shown below by rearranging  the fields present in Credit Details section.

Calculation of Credit Details

Credit Limit - Will display the Credit Limit of the Customer

Initial Balance- Initial Balance of the customer

Order - This field will display the Open Order amount, that is the total of all Orders created for this Customer and which is not Done and Invoiced. In case an Order is partially invoiced then the Order Amount - Invoice Amount will given the value of open Order Amount.

Note: Here only the Orders which are approved either System approved or manually approved will be considered.

Invoice - This field will display [Total of all Invoices for the customer] - [Payments done by the customer against the Invoices]. If payment against all invoices are made than this field will be blank.

Payments - This field will display the payments made by the customer.

Credit Available - Credit Limit -  Initial Balance - [Order + Invoice] + [Payments]