Making Account Inquiries in Web Commerce (Level 1)

Use the Account Inquiry page to view your account balance and transaction summary. This page displays all open transactions for your account as of the specified date. You can also search for a transaction by entering a reference number, purchase order number, or release number.

The Account Inquiry option is only available if you are authorized to view accounts receivable information. You may also need to enter a password.

While on the Account Inquiry page, you can do the following:

Make an account inquiry.
View a listed transaction's details.
Display account information that existed on another date.
Search for a transaction.

To make an account inquiry:

From My Account, select Account Inquiry to display the Account Inquiry page.
If prompted, enter your password and click Send.

The Account Inquiry page displays the following information about your account:

Field	Definition
Future	The part of the balance that is due but has not yet appeared on a statement.
Current	The part of the balance that has been billed and is due in the current period.
31-60	The part of the balance that is between 31 and 60 days overdue.
61-90	The part of the balance that is between 61 and 90 days overdue.
91-120	The part of the balance that is between 91 and 120 days overdue.
Over 120	The part of the balance that is over 120 days overdue.
Total	The total balance due.
Deposits	The total of all deposits made against open orders.
Orders	The dollar value of material that has been ordered but not yet shipped.
MTD Sales	The month-to-date sales total.
YTD Sales	The year-to-date sales total.
6-Mo Average	The average balance due over the past six months.
6-Mo High	The highest total balance due over the past six months.
Payment Days	The average of the number of weighted days to pay since the last time there was a zero balance.
Contact	The name of the person to contact regarding the account.
Phone	The telephone number of the contact person for the account
Terms	The payment terms.
Credit Limit	The credit limit.
Available	The difference between the Credit Limit and Total balance due.
Last Sale	The date of the last sale.
Last Payment	The amount of the last payment. This field only reflects actual cash receipts, not zero dollar cash receipts that you enter to adjust an account.

The Account Inquiry page also displays the following details about invoices that affect the balance due for an account:

Field	Definition
Reference #	The sales order number, check number, or cash payment number of the transaction.
Br	The branch that receives credit for the transaction.
Date	The transaction posting date.
Amount	The transaction amount.
Payment	The amount applied to the original transaction.
Pmt Date	The date the payment was made.
Balance	The remaining balance for the transaction.
Age	The aging category to which the transaction belongs.

To view a listed transaction's details:

Make an account inquiry.
In the Reference # column, click a transaction number.

A page displays the details of the transaction. For example, clicking a sales order displays its Invoice Number page, while clicking a payment displays its View Deposits page.

To display account information that existed on another date:

Make an account inquiry.
In the As of Date field, enter a date.
Click Go.

To search for a transaction:

Make an account inquiry.
In the search field at the bottom of the orders table, enter one of the following:

Reference number, such as a sales order number or a cash receipt number.
Purchase order number.
Release number.

Click Go.

If one item is found, it opens.
If more than one item is found, a list displays. Click a listed item to display it.