Viewing a Customer's Status

When a customer is selected in the Service Manager window, the customer's status displays to indicate if the customer is on hold, inactive, or marked as a temporary customer.

Viewing the Customer Accounts Receivable Status

To view transaction information for a customer, you can zoom on the Amount field in the Microsoft Dynamics GP Customer Payment Summary Inquiry window to open the Microsoft Dynamics GP Receivables Transaction Inquiry window.

As a default, the red light indicates a balance 61 days or more past due or indicates the customer has a hold or inactive status. The yellow light indicates a 31- to 60-day past due balance, and the green light indicates the customer is current. You can modify the defaults by changing the Microsoft Dynamics GP accounts receivables aging categories (Microsoft Dynamics GP > Tools > Setup > Sales > Receivables).