The Credit Manager dashboard is based on data from a daily, scheduled extract.
This dashboard honors user restrictions based on Customer Location.
Purpose
The Aging Buckets are as follows:
- Over 90 Days Past Due – The due date is 91+ days past due.
- 61-90 Days Past Due – The due date is 61-90 days past due.
- 31-60 Days Past Due – The due date is 31-60 days past due.
- 1-30 Days Past Due – The due date is 1-30 days past due.
- Due in Next 30 Days – The due date is 0-30 days in the future.
- Due Beyond 30 Days – The due date is 31+ days in the future.
Details
The Past due by Location is based on the Invoice Location. Past due by Salesperson is based on the Salesperson listed on the Invoice.
