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Customer Credit Status

The Customer Credit Status report is a list of Customers comparing their current account balances with their Sales Credit Limits. For each Customer, the report shows the Customer Number and Name, their Sales Credit Limit, their current account balance and the percentage of the Credit Limit that is taken up by the current account balance.

To set a Credit Limit for a Customer, use the Contact Credit Limits setting or the Sales Credit Limit field on the 'Terms' card of the Customer’s record in the Contact register.

The Customer Credit Status report has the Standard ERP Drill-down feature. Click on any Customer Number in the report to open the Contact record for the Customer.

Customer
Paste Special    Customers in Contact register
By default, every Customer with both a Sales Credit Limit and a current account balance (i.e. at least one unpaid Invoice) will be listed in the report. If you only want to report on a single Customer, enter the Contact Number for that Customer here. The report will be empty if the Customer does not meet the criteria mentioned in the first sentence.

Customer Category
Paste Special    Customer Categories setting, Sales Ledger
To restrict the report to Customers belonging to a single Customer Category, enter a Category Code here.

Customer Classification
Paste Special    Contact Classifications setting, CRM module (if installed)
Enter a Classification Code in this field if you want the report to list Customers with a certain Classification. If the field is empty, all Customers, with and without Classification, will be listed. If you enter a number of Classifications separated by commas, only those Customers featuring all the Classifications listed will be shown. If you enter a number of Classifications separated by plus signs (+), all Customers featuring at least one of the Classifications listed will be shown. If you enter a Classification preceded by an exclamation mark (!), all Customers featuring any Classification except the one listed will be shown.

For example:
1,2
Lists Customers with Classifications 1 and 2 (including Customers with Classifications 1, 2 and 3).

1+2
Lists Customers with Classifications 1 or 2.

!2
Lists all Customers except those with Classification 2.

1,!2
Lists Customers with Classification 1 but excludes those with Classification 2 (i.e. Customers with Classifications 1 and 2 are not shown). Note the comma before the exclamation mark in this example.

!1,!2
Lists all Customers except those with Classification 1 or 2 or both. Again, note the comma.

!(1,2)
Lists all Customers except those with Classifications 1 and 2 (Customers with Classifications 1, 2 and 3 will not be listed).

!1+2
Lists Customers without Classification 1 and those with Classification 2 (Customers with Classifications 1 and 2 will be listed).

(1,2)+(3,4)
Lists Customers with Classifications 1 and 2, and those with Classifications 3 and 4.

1*
Lists Customers with Classifications beginning with 1 (e.g. 1, 10, 100).

1*,!1
Lists Customers with Classifications beginning with 1 but not 1 itself.

*1
Lists Customers with Classifications ending with 1 (e.g. 1, 01, 001).

1*,*1
Lists Customers with Classifications beginning and ending with 1.
% higher than
This field allows you to restrict the report to Customers that have used more than a specified percentage of their Credit Limit. For example, if you enter "100" in this field, the report will list the Customers that have exceeded their Credit Limit.

Include Orders
Use this option if you would like the value of a Customer's outstanding Sales Orders to be included in their current account balance figure.
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Reports in the Sales Ledger:

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