This report was designed for the Credit Department or Store Manager so they can monitor those customers who are approaching their credit limits.
| Access |
| Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Customers. |
| Grant permission to the individual report > Customers > Customers Nearing Credit Limit. |
Create Your Report
Group by Responsible Location groups customer accounts by their Responsible Locations. If this is not selected, the report will sort accounts based on the Balance to Limit Credit Ratio percentage.
Select Exclude Employees to remove any Employee accounts with credit limits from the report.
Customers nearing credit limit percentage defaults to 20%. Click into the field and enter an alternate percentage if applicable. The report will include Customers who's current balance is within the credit limit percentage specified.
View a sample report here.
Understanding Your Report
The Customer ID and Customer Name on the Customer Account.
Current Balance indicates the current Credit Balance on the account.
Credit Limit displays the current Credit Limit set on the account.
Use the Balance to Limit Credit Ratio % to view the percent the current balance exceeds the credit limit.