In this video, we’ve updated you on the AR customer popover for orders and service requests, which now provides clearer account information. When you hover over the red dot next to the AR, you can see important metrics like Open Deposits, Balance Due, Past Due, and Net Due. The Net Due is calculated by subtracting the Balance Due from the Open Deposits. This enhancement will help you make more informed decisions.
AR Customer Popover Usage
Objective
This SOP outlines the steps to access and interpret the AR customer popover on orders and service requests for better account management.
Key Steps
1. Accessing the AR Customer Popover on Orders 0:00
Navigate to the order section of the system.
Locate the 'Bill to Customer' section.
Identify the AR customer associated with the order.
Look for the red dot next to the AR indicator.
2. Viewing Transactional Information 0:18
Hover your cursor over the red dot.
A popover will appear displaying:
Open Deposits
Balance Due
Pass Due
Net Due
Note that the Net Due is calculated by subtracting the Balance Due from the Open Deposits.
3. Accessing the AR Customer Popover on Service Requests 0:29
Navigate to the service request section of the system.
Find the 'Bill to' section.
Identify the AR customer for the service request.
Hover over the red dot to view the same transactional metrics as in orders.
4. Making Informed Decisions 0:46
Use the information from the AR customer popover to make informed decisions regarding account management and service requests.
Cautionary Notes
Ensure that you have the necessary permissions to view AR customer information.
Double-check the accuracy of the data before making any decisions based on the popover information.
Tips for Efficiency
Familiarize yourself with the location of the AR customer popover to save time.
Regularly check the AR metrics to stay updated on customer accounts.