View Financial Details

This page allows you to view the financial details pertaining to the customer code that is displayed by default on launch of the page. This page also permits you to view the bank details of the customer.

Select the “View Financial Details” link at the bottom of the “Hold/Release Customer” page

The "View Financial Details" page appears.

Note: This page can also be invoked from the “View Additional Details” page.

The system displays the following details:

Customer Code	The code identifying the customer belonging to a customer group.
Customer Name	The name of the customer.
Status	The status of the customer.

The system displays the following details in the “Invoice Information” group box:

Automatic Invoice Authorization	The text that indicates whether the customer has automatic invoice authorization or not.
Freight Billable	The text that indicates whether the freight charge is billable or not for the customer.
Invoice Applicable	The text that indicates whether the invoice is applicable or not for the customer.
Eligibility For Rebate	The text that indicates whether the customer is eligible for rebate or not.
No. Of Invoice Copies	The number of invoice copies that is applicable for the customer.
Receipt Mode	The text pertaining to the mode of the receipt.
Company’s Bank Account No.	The number identifying the company’s bank account number.
Customer Bank	The name of the customer bank.
Customer Bank Account No.	The number identifying the customer’s bank account number.
Collector Code	The code identifying the person who collects the amount from the customer.
Send Statement	The text that indicates whether a statement needs to be issued or not.
Statement Interval Days	The number identifying the interval within which the statement has to be issued.
Tax Exempt	The text that indicates whether the tax is liable for the customer or not.
Tax Exempt Certificate No.	The number identifying the tax-exempt certificate.

The system displays the following details in the “Credit Information” group box:

Credit Checking At	The text that indicates where the credit checking takes place.
Credit Check Action	The credit check action of the customer.
Dunning Required	The text that indicates whether a warning has to be sent to the customer or not, incase of any delay in payment.
Single Order Limit	The quantity of item in a single order.
Total Order Limit	The total order limit pertaining to the customer.
Base Currency	The base currency in which the customer transacts with the OU.
Residual Write Off %	If the percentage of payment is not a whole number, it can be rounded off to its nearest value. This rounded off percentage is the Residual Writeoff %.
Receivable Grace Days	The number of grace days within which the customer must receive the item.
Applicability of Residual Write Off on Over Payments	Based on the selection of the checkbox, while adjusting the Credit document with a debit document, where Credit document Amount is greater than the debit document outstanding amount and the difference is within the residual write off % / amount, then the same is written off as residual write off. If the check box is not checked the system ignores this information and proceeds without Wirte off of over receipts.
Residual Write Off Amount	The amount pertaining to the residual writeoff items.
Discount Grace Days	The number of grace days within which the customer gets the discount.
Check Bounce Information Required	While creating Customer Receipt the system will check whether for the receipt Date Check Bouncing Information is specified in the Customer Master or not. If the Check box is checked, and the Bouncing Information is not specified, Creation of Receipt will be restricted. If the check box is not checked the system will ignore this information and Proceed with creation of Receipt

The system displays the following details in the “Check Bouncing Information” multiline:

Date From	The Date from which the permissible instances of Check Bouncing is set.
Date To	The Date to which the permissible instances of Check Bouncing is set
Permissible Instances	The number of permissible instances of Check Bouncing for the Date Range
Control Action	The control action for creation of Customer Receipt .It could be Ignore or Hold.
Actual Instances	The number of Actual instances of Check Bouncing for the Date Range

The system displays the following details in the “VAT Information” group box:

VAT Class	The value added tax allotted to the company.
VAT Category	The text pertaining to the category of the value added tax.
Euro VAT Id.	The unique VAT Id allotted to the company.
Swiss VAT Id.	The unique VAT Id allotted to the company (applicable in Switzerland).

To proceed carryout the following:

Select the “View Bank Details” link at the bottom of the page to view the bank details.
Select the “View Tax Details” link at the bottom of the page to view the tax details.