Credit Limit

Report Parameters

Field

Description

Report Name

The name of the report.

Report Options

Available options include the following:

  • Over Credit Limit Accounts Only

  • All Accounts with Credit Limit

Sort Options

Available options include the following:

  • By Account Name

  • By Account Code

  • By Account Category

A/R Account Categories

A list of all available A/R account categories.

Sample Report

Table

Description automatically generated with medium confidence

Report Fields

Field

Description

Account

The A/R account number of the customer.

Name

The A/R account name of the customer.

Credit Limit

The credit limit set for the A/R account in customer maintenance screen.

Balance

The balance amounts.

Variance

The variance between customer credit limit and the balance amount.