Hi All,
Is there any report to see the customers’ available credit limits ? Under the “Customers Profile” report, we only can see the credit limit. Unfortunately available/remaining credit limit is not captured to that report.
Thank you
Userlevel 4
There is a generic inquiry named AR-CreditLimitCustomers that will be of help.
The GI should be in your Acumatica instance but I’ve attached it case it’s not.
The following tables will need to bring into the report.
PX.Objects.AR.ARBalancesSharedCredit
PX.Objects.AR.CustomerSharedCredit
Relationship will be on the CustomerID.
Remaining Credit within the GI uses the following formula:
=[CustomerSharedCredit.CreditLimit]-([ARBalancesSharedCredit.CurrentBal]+[ARBalancesSharedCredit.UnreleasedBal]+[ARBalancesSharedCredit.TotalOpenOrders]+[ARBalancesSharedCredit.TotalShipped]-[ARBalancesSharedCredit.TotalPrepayments])
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