Linha Microsiga Protheus - Inglês

Páginas filhas
  • Customer Position - (FINC010 - SIGAFIN)

CONTENT


Note

This routine was adjusted to comply to the General Personal Data Protection Law (Statute no. 13.70), and some fields that present information considered sensitive and/or personal data will be blurred, becoming illegible.

01. OVERVIEW

The routine allows managerial control for analyzing the customers' status in relation to the financial transactions and the sales transactions performed in a certain period. The data is presented in detail, based on the Customer Registration and in transactions from the following modules: Billing (order sales and outgoing invoice issuance), Financial (open bills, posted bills etc.), and Call Center (phone collection).

In the query's main screen, the following information is presented, with values in Real and Dollar:

  • Customer's Credit Limit Due Date;
  • Credit Limit;
  • Current Balance;
  • Secondary Credit Limit Balance;
  • Highest Purchase;
  • Highest Balance;
  • First and Last Purchase;
  • Most Overdue Payments;
  • Overdue Average;
  • Risk level;
  • Returned checks (amount and last return date);
  • Protested bills (amount and last protest date).

The system also displays the customer position in relation to the open and posted bills, performed sales orders, billings, references and collection history.


Important

The second value column is displayed in the currency defined as the strong currency in the customer registration (A1_MOEDALC). If this currency is different from the Default Currency (01), the values stated in this column will be converted, with the currency rate considering the database, except for the Historical balance, which is stated according to the inclusion currency rate.

Hint

  • If some information is inconsistent, before querying, run the Redo customers/suppliers data routine found in Miscellaneous.
  • In the Select Branches? question, you can select the branches to be generated in the routine query.


02. PROCEDURE

To query a customer position:

  1. In Customer Position, select the desired customer and click the Query option.
  2. Enter the parameters and confirm.
  3. At the right side of the screen, you have the following options:

Open Bills

Allows you to query the customer's open and partially posted bills. Learn more in Options.

Important!

Decreas. Bal. column: - Represents the sum of Decrease Balance plus Financial Discount ((Bill Value - Deductions) *Financial Discount Percentage).

Posted Bills

Presents the customer's received bills or the residue value in case of partial post. Learn more in Options.

Important!

Discount Vl Column - Represents the Financial Discount value ((Bill Value - Deductions) * Financial Discount Percentage).

Decreas. Vl Column - Represents the Decrease value.

Orders

Presents the sales orders issued for the customer. Learn more in the Options topic.

Billing

Allows you to query the customer position in relation to billing. Learn more in Options.

References

Displays the customer references according to the data entered in the Customer Registration.

Collection History

Allows you to check the customer collection history. This query is useful to companies that negotiate with customers, entered using the Phone collection option in the Call Center module. It allows them to query occurrences related to bills/customers.

Note: The contact history is entered using the Call Center module.


4. To finish the query, click Exit.

03. SEE ALSO