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This dashboard honors user restrictions based on Customer Location. Purpose Based on the selection and frequency for Category or Days Allowed Between service, a listing of tanks needing to have the service category performed display. Detai...
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The dashboard is based on data from a scheduled extract that occurs daily and honors the User restrictions based on Customer Location. Purpose The Past Due Invoices dashboard displays an invoice count and dollar amount of past due Invoices by...
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This dashboard is based on data from a scheduled extract that occurs daily and honors restrictions based on Customer Location. Purpose The Finance Charges Collected dashboard displays the amount of Finance Charges collected each fiscal mon...
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This dashboard is based on data from a scheduled extract that occurs daily and honors User restrictions based on Customer Location.
Purpose The Customer AR History dashboard displays a Customer's ending balance for a selected m...
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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 p...
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This dashboard honors user restrictions based on Customer Location. Purpose The Aged Invoices with Grain Balances dashboard helps determine if a Customer has a Grain balance that can be utilized to settle the AR balance. Details The balance...
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The Aged Invoices by Customer dashboard is based on data from a daily, scheduled extract. This dashboard honors user restrictions based on Customer Location. Aged Balances Purpose The customer Accounts Receivable Balance information by Stan...
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The Outstanding Bookings dashboard honors user restrictions based on login Location. This dashboard is based on data from a scheduled extract that occurs daily.
Purpose
The Outstanding Bookings Dashboard displays the remaining doll...
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Purpose The Bookings by Product Manufacturer dashboard is used to evaluate Booking dollars and quantity by the product manufacturer. Details Deleted and voided Bookings are excluded from the dashboard. Both prepaid and unpaid Bookings are inc...
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This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Bookings by Customer Ship To dashboard displays a map of Customer Ship To locations with an open Booking. The table below the map displays a list of open ...