Data for Customer Credit Rule Maintenance is stored in multiple tables.
Field |
Field Name/Table |
Customer Code |
credit-customer-key in customer-ar |
Credit Group |
credit-group-key in customer-ar |
Dun & Bradstreet Number |
db-code in customer-ar |
Credit Division |
credit-div-key in customer-ar |
Display Currency |
currency in glconst |
Default Rules |
credit-dflt in customer-ar |
Field |
Field Name/Table |
Minimum Credit Score |
credit-min-score in customer-ar ,ar-credit-div and ar-credit-group Note The date in the New Effective Date field is stored in effective-date in ar-credit-change for the specific credit-customer-key. |
Credit Limit |
credit-limit in customer-ar ,ar-credit-div and ar-credit-group Note The date in the New Effective Date field is stored in effective-date in ar-credit-change for the specific credit-customer-key. |
Credit Limit Overage % |
credit-limit-overage-pct in customer-ar ,ar-credit-div and ar-credit-group Note The date in the New Effective Date field is stored in effective-date in ar-credit-change for the specific credit-customer-key. |
Credit Insurance |
credit-insurance-amt in customer-ar ,ar-credit-div and ar-credit-group Note The date in the New Effective Date field is stored in effective-date in ar-credit-change for the specific credit-customer-key. |
Actual Credit Score |
credit--score in customer-ar ,ar-credit-div and ar-credit-group Note The date in the New Effective Date field is stored in effective-date in ar-credit-change for the specific credit-customer-key. |
Credit Check Update Limit |
credit-ck-upd-limit in customer-ar ,ar-credit-div and ar-credit-group |
Credit Check Backorders |
credit-ck-bo in customer-ar ,ar-credit-div and ar-credit-group |
Credit Check Backorder Days |
credit-ck-bo-days in customer-ar ,ar-credit-div and ar-credit-group |
Field |
Field Name/Table |
Standard Payment Terms |
terms-code in ar-credit-change for the specific credit-customer-key |
Credit Memo Override Payment Terms |
cm--terms-code in ar-credit-change for the specific credit-customer-key |
Approved for Finance Payment Terms |
ft-approved in custname |
Field |
Field Name/Table |
Past Due Days |
credit-past-due-days in ar-credit-days |
Credit Priority |
credit-past-due-days-priority in ar-credit-days |
Credit Aging |
This grid includes the following columns:
|
Field |
Field Name/Table |
Allowed to Place Orders |
credit-can-place-order in customer-ar ,ar-credit-div and ar-credit-group |
Credit Check Option |
credit-check-option in customer-ar ,ar-credit-div and ar-credit-group |
Future Credit Check Days |
credit-future-order-days in customer-ar ,ar-credit-div and ar-credit-group |
Inactive Customers Hold |
hold-inactive in customer-ar ,ar-credit-div and ar-credit-group |
Days Since Last Invoice |
hold-inactive-days in customer-ar ,ar-credit-div and ar-credit-group |
Order Class Hold |
hold-order-class in customer-ar ,ar-credit-div and ar-credit-group |
Order Class |
credit-order-class in customer-ar ,ar-credit-div and ar-credit-group |
Order Class Threshold Amount |
credit-order-class-thres-amt in customer-ar ,ar-credit-div and ar-credit-group |
Non-Default Payment Terms Hold |
hold-default-terms in customer-ar ,ar-credit-div and ar-credit-group |
Credit Score Hold |
hold-credit-score in customer-ar ,ar-credit-div and ar-credit-group |
NSF Payment Hold |
hold-nsf in customer-ar ,ar-credit-div and ar-credit-group |
Days Since Last NSF Payment |
credit-days-nsf in customer-ar ,ar-credit-div and ar-credit-group |
Field |
Field Name/Table |
Past Due Hold |
hold-past-due in customer-ar ,ar-credit-div and ar-credit-group |
Grace Days |
credit-grace-days in customer-ar ,ar-credit-div and ar-credit-group |
Minimum Past Due Balance |
credit-min-amt in customer-ar ,ar-credit-div and ar-credit-group |
Minimum Past Due Percentage |
credit-min-pct in customer-ar ,ar-credit-div and ar-credit-group |
Include Finance Charges |
credit-incl-past-due-fc in customer-ar ,ar-credit-div and ar-credit-group |
Include Disputed Invoices |
credit-incl-past-due-di in customer-ar ,ar-credit-div and ar-credit-group |
Include Chargebacks |
credit-incl-past-due-cb in customer-ar ,ar-credit-div and ar-credit-group |
Offset Unapplied Payments |
credit-offset-up in customer-ar ,ar-credit-div and ar-credit-group |
Offset On-Accounts |
credit-offset-oa in customer-ar ,ar-credit-div and ar-credit-group |
Offset Credit Memos |
credit-offset-cm in customer-ar ,ar-credit-div and ar-credit-group |
Collection Team Past Due Credit Release |
credit-allow-coll-team in customer-ar ,ar-credit-div and ar-credit-group |
Field |
Field Name/Table |
Credit Limit Hold |
hold-credit-limit in customer-ar ,ar-credit-div and ar-credit-group |
Include Disputed Invoices |
credit-incl-limit-di in customer-ar ,ar-credit-div and ar-credit-group |
Include Chargebacks |
credit-incl-limit-cb in customer-ar ,ar-credit-div and ar-credit-group |
Field |
Field Name/Table |
Use Credit Alerts |
use-credit-alerts in customer-ar, ar-credit-div or ar-credit-group |
Comparison Months |
credit-comp-periods in customer-ar, ar-credit-div or ar-credit-group |
Average Days to Pay (Low Trigger Amount) |
credit-adtp-low-amt in customer-ar, ar-credit-div or ar-credit-group |
Average Days to Pay (High Trigger Amount) |
credit-adtp-high-amt in customer-ar, ar-credit-div or ar-credit-group |
Average Days to Pay (Trend Lower %) |
credit-adtp-trend-low-pct in customer-ar, ar-credit-div or ar-credit-group |
Average Days to Pay (Trend Higher %) |
credit-adtp-trend-high-pct in customer-ar, ar-credit-div or ar-credit-group |
Weighted Average Days to Pay (Low Trigger Amount) |
credit-wadtp-low-amt in customer-ar, ar-credit-div or ar-credit-group |
Weighted Average Days to Pay (High Trigger Amount) |
credit-wadtp-high-amt in customer-ar, ar-credit-div or ar-credit-group |
Weighted Average Days to Pay (Trend Lower %) |
credit-wadtp-trend-low-pct in customer-ar, ar-credit-div or ar-credit-group |
Weighted Average Days to Pay (Trend Higher %) |
credit-wadtp-trend-high-pct in customer-ar, ar-credit-div or ar-credit-group |
Average Days Past Due (Low Trigger Amount) |
credit-adpd-low-amt in customer-ar, ar-credit-div or ar-credit-group |
Average Days Past Due (High Trigger Amount) |
credit-adpd-high-amt in customer-ar, ar-credit-div or ar-credit-group |
Average Days Past Due (Trend Lower %) |
credit-adpd-trend-low-pct in customer-ar, ar-credit-div or ar-credit-group |
Average Days Past Due (Trend Higher %) |
credit-adpd-trend-high-pct in customer-ar, ar-credit-div or ar-credit-group |
Weighted Average Days Past Due (Low Trigger Amount) |
credit-wadpd-low-amt in customer-ar, ar-credit-div or ar-credit-group |
Weighted Average Days Past Due (High Trigger Amount) |
credit- wadpd-high-amt in customer-ar, ar-credit-div or ar-credit-group |
Weighted Average Days Past Due (Trend Lower %) |
credit-wadpd-trend-low-pct in customer-ar, ar-credit-div or ar-credit-group |
Weighted Average Days Past Due (Trend Higher %) |
credit-wadpd-trend-high-pct in customer-ar, ar-credit-div or ar-credit-group |
Days Sales Outstanding (Low Trigger Amount) |
credit- dso-low-amt in customer-ar, ar-credit-div or ar-credit-group |
Days Sales Outstanding (High Trigger Amount) |
credit- dso-high-amt in customer-ar, ar-credit-div or ar-credit-group |
Days Sales Outstanding (Trend Lower %) |
credit-dso-trend-low-pct in customer-ar, ar-credit-div or ar-credit-group |
Days Sales Outstanding (Trend Higher %) |
credit-dso-trend-high-pct in customer-ar, ar-credit-div or ar-credit-group |
Field |
Field Name/Table |
Next Credit Review Date |
credit-review-date in customer-ar |
Next Financial Statement Review Date |
credit-financial-date in customer-ar |
User Date Fields 1-5 |
credit-date-1 [thru 5] and credit-date-1-label [thru 5] in customer-ar |
Last Invoice Date |
last-inv-date in customer-ar |