This control allows authenticated (customer) users to see account balance/aging information based on company selection.  Some of the data available is based on the JDE Credit Analysis Refresh (R03B525) UBE and some data is based on the A/R Statistical History Refresh (R03B16A). This widget requires authentication and thus must be placed on a page with authentication permissions.

The following information will be displayed:

• Account balance date
• List of companies available
• Account Summary
• Account Aging (chart)

• 
  Widget Modes
• 
  Management Console Settings
• 
  Web User Permissions

 

Account Balance

This control provides authenticated web users (customers) the functionality to view account balance. The widget requires the user to be authenticated and it must be placed on a page with authentication permissions. Otherwise, it displays the message "This widget requires a valid SC user authentication".

Sample Views

1- Account Balance

Decimal Places to Display Totals

Sales > Settings

Determines how many decimal places are displayed for totals.

Store Companies

Profile > Account Receivable

Companies for which information on the site will be displayed. Recent orders, Recent invoices, etc will display information from all the store companies defined here. The exception is the Account Balance element that will display information from company 00000.

View Account Balance

If the web user does not have permission to View Account Balance then Account Balance option is hidden.