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Topic

    Surya G
    Customer Credit Limit balance
    Topic posted February 26, 2019 by Surya GSilver Medal: 2,000+ Points, tagged Receivables, Setup / Administration 
    195 Views, 2 Comments
    Title:
    Customer Credit Limit balance
    Summary:
    Customer Credit Limit balance
    Content:

    Hi,

    How to check the customer credit limit balances? 

    Say for an example, there is a customer XYZ and credit limit is 1000 USD. And there is a Sales order for the customer is 300 USD, now how to see the balance of credit limit. 

    Can anyone please let me know.

    Comment

     

    • Suresh Kumarasamy

      You can try below..

      Available credit limit = Credit Limit of the Customer (set at account profile level) - total balance - sum of the open credit authorizations


      Credit Limit of the Customer (set at account profile level)
      =================================
      SELECT Credit_Limit,Exchange_Rate_Type,Credit_Currency_Code,Credit_Hold FROM
      hz_customer_profiles_f
       WHERE cust_account_id = (select Cust_Account_Id from
      FUSION.Hz_Cust_Accounts where Account_Number='<account_number>')
        AND (Trunc(SYSDATE) BETWEEN effective_start_date AND
      effective_end_date)
        AND site_use_id is NULL
        AND status = 'A';


      Total Balance
      =====================
      SELECT TOTAL_BALANCE
        FROM ar_total_balance_view WHERE cust_account_id = (select Cust_Account_Id from
      FUSION.Hz_Cust_Accounts where Account_Number='<account_number>')


      Sum of the open credit authorizations
      ===========================
      select sum(CREDIT_AUTH_AMOUNT) from FUSION.AR_CUST_CREDIT_AUTHORIZATION where
      AUTHORIZATION_STATUS = 'OPEN' and CUST_ACCOUNT_ID = (select Cust_Account_Id from
      FUSION.Hz_Cust_Accounts where Account_Number='<account_number>');