Additional Customer Information

This page allows the user to view the customer details. Tell me more.

Select the “Additional Information” link at the bottom of the “Customer Dashboard” page.

The “Additional Customer Information” page appears.

The system displays the following details in the “Customer” header”:

Customer Code	The code identifying the customer.
Customer Name	The name identifying the customer.

Click the “Sale Orders” tab on the “Additional Customer Information“ page to view the sale order details.

The system displays the following details in the “Sales Orders” multiline:

Order No.	The code or number identifying the sale order.
	Data hyperlink available.
Order Date	The date on which the sale order was created.
Customer PO No.	The code identifying the purchase order number of the customer.
Opportunity ID	The code identifying the opportunity
Opportunity Desc.	A textual description of the opportunity
Required Date	The date on which the customer requires the items.
Promised Date	The promised date of delivery of the items to the customer.
Total Value	The total value of the order.
Status	The status of the sale order.

Click the “Finance” tab on the “Additional Customer Information” page to view the finance details.

The system displays the following details in the multiline:

Invoice #	The code identifying the invoice number.
Date	The date on which the invoice was raised.
Currency	The currency applicable for the invoice.
Total Amount	The number identifying the total amount invoiced
Advances Received	The number identifying the advances received from the customer.
Pay Term	The pay term applicable for the invoice.

The system displays the following details in the multiline:

Dunning Date	The date on which the dunning letter was created.
Due Date	The date identifying the due date for the customer.
Currency	The currency applicable to the customer.
Overdue Amount	The number identifying the overdue amount to be received from the customer.
Overdue Days	The number identifying the number of days amount is overdue from the customer.
DUN Level	The number identifying the Dunning level for the customer.
Dunning Charges	The number identifying the dunning charges to be paid by the customer.

Select the “View Customer Transaction List” link at the bottom of the “Finance” tab to view the details of the customer transaction.

Additional Customer Information – An overview

This page contains various tabs and tab information is as follows:

Sale Orders Tab: This tab displays the order details such as the Sale Order date, customer purchase order number, and total value of the order and the status of the order.

Finance Tab: This tab displays the finance details such as invoices sent to the customer for which payment is not received. This tab also displays the dunning details of the customer.