Credit Limits and Holds
With the Consolidated Payments feature enabled, the credit limit defined for a top-level customer is the applied to the entire hierarchy. With this feature enabled, credit limits set on individual subcustomer records are not enforced.
Likewise, manual credit holds placed on the top-level customer are applied to the entire hierarchy.
Reports and KPIs
With Consolidated Payments, the A/R Aging report shows the un-consolidated balance for each subcustomer. Amounts are totaled for each customer-subcustomer hierarchy allowing you to see the consolidated balances.
The following consolidated KPIs are available on customer dashboards with the Consolidate Payments feature:
- Consolidated Balance
- Consolidated Overdue Balance
- Consolidated Unbilled Orders
- Consolidated Days Overdue
- Consolidated Average Days Overdue