View the Profit summary and Profit percentage values in the Customer History section for the selected customer.

See Password considerations in Notes and warnings.

View the buying group information defined for the customer.

Buying groups are defined using the Buying Groups program.

View the customer's statement in a browser window. You can typically use your right mouse button within the browser window to view additional options available. For example, you can print the statement by selecting the Print option.

You can customize the design used to render this information using the Browser Queries and Themes program.

	Zero balance invoices are only displayed if you selected the AR Statement Format Preference: Zero balance invoices.

These notes can be printed on the Credit Management report. You can also use the follow up date to indicate the date according to which credit narrations must be printed on the report.

See Password considerations in Notes and warnings.

The message "No Credit Allowed" is displayed in this field if the Credit status code = 9. In all other cases, this field is blank.

Customer credit statuses are reset when:

Refer to Credit Status for information on how a customer's credit status is determined.

The following codes can be displayed in this field:

This is calculated and displayed irrespective of whether credit checking is required for customers.

The Over limit value is calculated as follows:

	When USA tax is in force, tax is always excluded from the credit checking calculations. USA tax is always exclusive, so the order value is always exclusive, whereas with other tax methods the order value may or may not include tax.

This indicates the value of orders and dispatch notes not yet invoiced.

This amount is amended by the following programs:

This is the total value of all shipped order lines.

The Order value released is only displayed if Credit checking is required and the Apply check to current orders only option is selected.

If the Apply check when quantity moved to ship option is selected (Sales Orders Setup) then the order does not have to be any specific status for it to be included in this total. If you are using dispatch notes, then the order value released includes the value of any dispatches that have been dispatched but not invoiced. With this option selected, ship values are added as soon as an item is moved to ship on an order or an item is dispatched.

If the option Apply check when quantity moved to ship is not selected, then ship values from orders are only added when orders are in a status of 8 and when dispatch notes are in a status of 7.

When an order is invoiced, the Order value released is reduced.

The Order value released is recalculated when you run the Balance function of the Order Purge program and you select the option: Validate inventory quantity allocations.

This value includes tax if credit checking is set to include tax, except when USA tax is in force. USA tax is always excluded from the credit checking calculations.

This indicates the number of active sales orders together with the number of completed orders held against the customer since the last sales order purge was run.

Completed orders (i.e. orders in a status of 9) are excluded from the number of orders displayed only after you have run the Order Purge program.

The following programs increment the number of orders displayed at this field:

This field is recalculated each time you use the AR Payments and Adjustments program to process a payment for the customer or you run the Balance function of the AR Period End program.

The formula for Average number of days to pay is NumZeroDays / NumZeroInvoices. These fields are in the ArCustomerBal table.

For each invoice or debit note paid, two totals are updated:

When a payment is processed:

The average number of days to pay is calculated as:

For the Average no of days to pay to be correctly calculated, you need to ensure that the option: Average number of days to pay calculation - Number of months to use is defined as required. The number of months determines the cut-off point for including paid invoices (i.e. zero balance invoices) in the average number of days to pay calculation.

You can view the invoices that make up these balances in the Ageing column of the Invoices listview.

Invoices are aged according to the terms code for each invoice.

The standard ageing buckets are displayed in 30 day buckets (30 days, 60 days, 90 days, etc.) but if you are using the Number of days fixed option and you defined your own ageing buckets, then the ageing bucket headings are displayed according to the headings defined in the AR Terms Ageing Headings program.

This indicates the customer's current balance. This is calculated by the Customer Query program at the time of performing the query. Therefore, no other programs need to be run to update the balance prior to performing the query.

Refer to Invoice Ageing for information on how the aged balances for a customer are determined.

This indicates the number of invoices that make up the balance for the corresponding periods in the Ageing - invoice value fields.

The number of invoices for each period is determined by checking if the invoice balance is zero. If it is then the program determines the period in which the balance became zero. However, if the invoice became zero in the current period, then it is still included in the current period until you run the Month end function of the AR Period End program.

This indicates the highest balance ever owed by the customer. This balance is not set to zero at month end or year end and is purely for information purposes.

This field can be updated by the following programs:

Profit summary and Profit percentage information can only be viewed when a password is defined for AR Viewing of customer profits in customer query. When you select the Show Profits option, you are requested to enter the appropriate password before the profit information is displayed.

See Password considerations in Notes and warnings.

	Cost of sales is held in local currency, so calculation of profit is always in local currency. Profit summary values are therefore always displayed in the local currency, regardless of the Foreign customer values in preference selected.

Profit percentages are calculated from the A/R customer Master Balances file.

Select the hyperlink against the relevant metric to view the transactions that make up that value.

This indicates the document type.

For invoices created using the AR Finance Charge Calculation program, the default terms are the terms defined against the setup option: Finance charges - Terms.

This indicates the sales order from which the invoice was created.

If there is no sales order number, then this indicates that the invoice was created using the AR Invoice Posting program.

This indicates whether proof of delivery information exists for the invoice.

If you use the smart link to access the Proof of Delivery program to update proof of delivery information, then although the information is updated against the invoice, the information is only displayed when you reload the query for the customer (i.e. it is not immediately displayed). If however, you right click to access the Proof of Delivery program to update proof of delivery information, then the updated information is immediately displayed in the listview.

This indicates the reference defined against the proof of delivery.

This column displays the age of the invoice, unless you selected the Preference: No ageing.

You can sort invoices by age by using your mouse pointer to select the column heading. This enables you to view the invoices which make up the ageing balances in the Ageing - invoice value section in the Customer Information pane.

Refer to Invoice Ageing for information on how the aged balances for a customer are determined.

By default, this displays the stock description defined against the sales order.

If the sales order has been purged, then for a stocked item, this displays the description defined against the stock code.

If you processed a Billing for a stocked item using the Sales Order Entry program and you changed the description for the item, then the description you defined is displayed, unless the new description is spaces, in which case the description defined against the stock code is displayed.

This displays the stock description defined against the stock item.

This is the result of a calculation based on the line quantity and line sales amount, so both order and line discount have been taken into account.

If you want to see the contract price for a scheduled order, then you have to look at the sales order or the invoice.

Cr note indicates a Credit note, while Dr note indicates a Debit note.

None indicates that it is a scheduled order.