The AR Balance Summary section a report of revenue, payment, adjustments, and the current accounts receivable balance for customers with posted transactions linked to the order. Access to AR Balance Summary is through the Summary tab in Revenue Entry. Only transactions posted in Microsoft Dynamics GP appear in the AR Balance Summary.
Figure 60: AR Balance Summary section
The following table describes the fields included in the
AR Balance Summary.
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Note |
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More on posting information for an order is available through the Dynamics GP Order Inquiry. |
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Field |
Description |
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Right-Click Option To get up-to-date information on the account standing use the Refresh option available by right-clicking within this grid. This pulls in the latest revenue data from Microsoft Dynamics GP for the listed accounts. | |
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Customer (Number) |
An automatic grouping based on the customer name and
number (in parenthesis) appears within the data grid. Expand (
Note: The data grid provides a total balance for each customer.
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Item Code |
The specific Item Code description of the transaction
recorded for the customer displays in this column. The data for each
customer can sort by the Item Code; press column heading to sort the data
in ascending order ( |
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Revenue |
This column displays the amount of posted revenue for the particular item. |
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Payment/Adjustment |
Any payments or adjustments made to offset revenue for the item displays in this column. |
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Balance |
The balance yet received for each item displays here (revenue less payment or adjustment). Summary balance data for each customer and for the order as a whole is visible in the Balance column at the end of each Customer Name listing and at the bottom of the section. |
RELATED TOPIC:
) this group to view a listing of
specific item codes referenced for transactions created for this
customer. 
) or
descending order (
).