Customer Analysis

Explanation

This activity is used to view detailed information about a selected customer. The window contains detailed information about all invoices and due amounts, as well as invoice/pre-payment dates, etc. These details can be analyzed from a customer's perspective as well as from a payer's perspective. It is also possible to analyze or modify the proposed installment plan or the reminder/interest info for the invoice. You can enter and modify notes for both customer or an item, payment references and difference codes attached to the ledger item. It is also possible to view the customer details with any applicable interest and fine amounts and, simulate interest and fine in order to view the interest and fine that needs to be paid for late payments. It is possible to trace electronic payment addresses for items which were debited or paid by payment files. For one-time customers you can view and modify the one-time specific information of an invoice or a payment document.

Prerequisites

This activity requires that customer records have been entered. To view or modify one-time specific information, customers selected as one-time customers should exist and the relevant invoices should be posted.

System Effects

 As a result of this activity, if the difference code or payment reference is modified, the modified data will be attached to the corresponding ledger items. If the one-time specific information of an invoice or a payment document is modified, the new information will be updated to the address information and/or installment plan.

Window

Customer Analysis

Related Window Descriptions

Customer Analysis
Customer Installment Plan
Payment per Invoice/Prepayment Analysis (Customer)
Payment Address per Payment
Reminder/Interest Info per Customer
One-Time Specific Information

Procedure

To view customer details:

  1. Open the Customer Analysis window. 
  2. Search for the customer ID for which you want to view details, or populate the header and then select the relevant customer ID from the list.
  3. Select the Auto Populate check box if you want  to automatically populate and view the customer details. Clear the check box if you want to query for one or more specific ledger items.
  4. Select the Show Open Items Only check box if you want to populate only the customer ledger open items.
  5. Select the Exclude Not Cashed/Open Documents check box If you do not want to view open payment documents (e.g. checks and bills of exchange) for the customer.
  6. Select the Enable check box if you want to view the invoices with installment details.
  7. Right-click and click Payments per Invoice/Prepayment Analysis to follow-up payment information.
  8. Right-click and click View Customer Order(s) to access the connected customer order(s) of the selected ledger item.
  9. Right-click and click Reprint Original and Reprint Modified to reprint an invoice/note either in its original form or with modified information.
  10. Double click on the Latest Note field to enter or modify a note attached to a AR ledger Item. Alternatively Right-click and click Notes to access the Notes window in order to enter and modify a note.

Note: The Customer Analysis window can also be opened by right-clicking in the Receivables Analysis window or the Bad Debt Management window.

To view payer details:

  1. Open the Customer Analysis window.
  2. Search for the customer ID for which you want to view the payer details, or populate the header and then select the relevant customer ID from the list.
  3. Select the Payer Perspective check box in order to view the payer details.
  4. Select the Auto Populate check box if you want  to automatically populate and view the payer details. Clear the check box if you want to query for one or more specific ledger items.
  5. Select the Show Open Items Only check box if you want to populate only the customer ledger open items.
  6. Select the Exclude Not Cashed/Open Documents check box If you do not want to view open payment documents (e.g. checks and bills of exchange) for the payer.
  7. Select the Enable check box if you want to view the invoices with installment details.
  8. Select the Exclude Not Cashed/Open Documents check box if you do not want to view open payment documents (e.g. checks and bills of exchange) for the payer.

To simulate interest and fine:

  1. Open the Customer Analysis window. 
  2. Search for the customer ID for which you want to view details, or populate the header and then select the relevant customer ID from the list.
  3. Select the Auto Populate check box if you want  to automatically populate and view the customer details. Clear the check box if you want to query for one or more specific ledger items.
  4. Select the Show Open Items Only check box if you want to populate only the customer ledger open items.
  5. Select the Exclude Not Cashed/Open Documents check box If you do not want to view open payment documents (e.g. checks and bills of exchange) for the customer.
  6. Select the Enable check box if you want to view the invoices with installment details.
  7. Select Simulate Interest and Fine until check box and enter a payment date. The details for the simulated interest and fine amounts, as well as the differences between the paid interest and fine amounts and the simulated interest and fine amounts will be displayed.

To enter or modify payment references:

  1. Open the Customer Analysis window.
  2. Search for the customer ID for which you want to view details, or populate the header and then select the relevant customer ID from the list.
  3. Select the Auto Populate check box if you want  to automatically populate and view the customer details. Clear the check box if you want to query for one or more specific ledger items.
  4. Select the ledger item that you want to enter or modify the payment reference.
  5. Right-click and click Modify Payment Reference to enter or modify payment reference for the selected ledger item.
    Note: To use this option the Customer Invoice Creation Method in the Company/Invoice tab should have the value Not Used selected. This option is enable for invoice ledger items, payment on accounts, payment in advances but not applicable for check ledger items, bills of exchange and customer valuable matching. It is not possible to use this option if allowed ledger items are in Canceled or Fully Paid state.

To enter or modify difference codes:

  1. Open the Customer Analysis window.
  2. Search for the customer ID for which you want to view details, or populate the header and then select the relevant customer ID from the list.
  3. Select the Auto Populate check box if you want  to automatically populate and view the customer details. Clear the check box if you want to query for one or more specific ledger items.
  4. Select the ledger item that you want to enter or modify the difference code.
  5. Right-click and click Modify Difference Code to enter or modify difference code for the selected ledger item.

To enter or modify one-time specific information:

  1. Open the Customer Analysis window.
  2. Search for the one-time customer ID for which you want to view or modify one-time specific information, or populate the header and then select the relevant one-time customer ID from the list.
  3. Select the Auto Populate check box if you want  to automatically populate and view the customer ledger items. Clear the check box if you want to query for one or more specific ledger items, e.g. for items of a specific customer name only.
  4. Select the invoice/payment document for which you want to view one-time specific information, right-click and then click One-Time Specific Information to open the One-Time Specific Information dialog box.
  5. Enter/modify the customer name, address or tax information. Save the information. The existing address ID will be updated with the new information.
  6. Click the Payment Information tab if you want to enter/modify the AR customer contact or payment information, or click Cancel to close the dialog box and to return to the Customer Analysis window.
  7. Enter/modify AR customer contact information in the Name, Comm. Method and Value fields. Save the information. A new communication ID will be created and connected to the one-time address.
  8. To enter/modify output media, select the new value for the Output Media field and save. The new output medium will be updated to the one-time address of this customer.
  9. Enter/modify the payment method which shall be used for this invoice in the Payment Method field, or select a payment method from the List. The address ID will automatically appear in the Payment Address ID field (except for manual payment methods without payment addresses). 
  10. If an electronic payment method was selected and the electronic payment address ID does not yet exist, enter the electronic payment address information (e.g. IBAN) in the electronic payment address fields. The fields are presented as defined in the client mapping of the payment format.
  11. Click OK to save the information and to return to the Customer Analysis window.