A/R Posted Transactions Summary

The A/R Posted Transactions Summary form shows summary information about a customer's posted transactions, including:

In the grid in the lower part of the form, the transactions are sorted by invoice number in descending order. Note that open credits and finance charge transactions (invoice numbers 0 and -1) will be listed first.

If the customer is on credit hold, a problem indicator is displayed to the right of the Currency field; otherwise, a check mark is displayed to indicate that the customer is not on hold.

This form also calculates and shows gain/loss amounts previously posted to the A/R journals for domestic values.

For a record to be cleared from this form, it must first be tied to an invoice.


Related Topics

About Realized and Unrealized Gains and Losses