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Bulk Materials Ideas

Idea and discussion portal for the bulk materials product line. Users may submit, view and vote on ideas submitted by all users.

Status Future consideration
Categories Accounts Receivable
Created by CANDY ERWINE
Created on Aug 3, 2021

Add details for references on Customer file

There are fields in the customer file that are grayed out and do not work such as highest balance, average days to pay, and average balance. We need those fields for credit referencing purposes. Anybody who extends credit to customers need these fields to analyze their customers.

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  • Admin
    Gary Bisel
    Reply
    |
    Sep 1, 2021

    We are looking into why the fields are grayed out. According to Help they are available for manual entry or population by importing information. As a workaround if you have this information in a spreadsheet this could be imported into Apex for viewing and reporting.

    Depending on your Apex configuration and modules used you may also be able to get some of this information from the A/R Reports in Apex or through a Crystal Report.

    In the meantime we're looking to see what it would take to open those fields for manual entry. Keep in mind the entry is stored but it's only for reporting purposes, Apex doesn't use the information for any other function.