A/R Inquiry Overview

The system provides several programs to help you manage your receivables. You can view transactions, aging information, account balances, general ledger distributions, and a variety of other information.

Use the A/R Inquiry to manage your receivables. Instead of printing a report, you can view information about any customer using the A/R Inquiry program, not just for the current account balance, but also for any information related to that customer's business dealings with your company - past, present, or future. Access the A/R Inquiry program when you initiate contact with the customer, and in the course of other data entry activities, such as sales order entry.

From A/R Inquiry, you can access other information, such as notes you have recorded while working the customer's account, aging information for a specific transaction, the customer's sales history, and open orders and bids.

For a breakdown of the A/R Inquiry window, see A/R Inquiry Window Attributes.

Note: If you select a customer that is a parent customer, or has dependent customers, the system displays information for the parent customer and all its dependents.

See Also:

Accounts Receivable Overview