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Customer Setup and Financial Risk Audit

Avatar photoCustomer September 22, 2025 at 1:22 pm

We require a comprehensive report detailing customer master data, including all associated sites, addresses, payment terms, and salesperson assignments, for our quarterly review.

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    • Support September 22, 2025 at 5:53 pm  

      The AR Customers and Sites report is designed as a master data report for customer information. It includes details like address, sites, site uses, payment terms, Salesperson, price list, and other profile information.

    • Avatar photoCustomer September 23, 2025 at 1:27 am  

      Separately, we need to audit the credit exposure and dunning setup for customers. Which report focuses specifically on credit controls?

    • Support September 23, 2025 at 6:16 pm  

      For auditing credit risk, use the AR Customer Credit Limits report. This report specifically details the customer setup audit of credit amount limits and GL accounts for customer credit management and dunning notices.

    • Avatar photoCustomer September 25, 2025 at 6:26 am  

      If I need a quick reference list of all available payment terms codes and their profile options, what report should I check?

    • Support September 27, 2025 at 5:41 am  

      For payment terms configuration, run the AR Payment Terms report. This report shows the payment terms codes along with their respective profile options.

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