Printing an Insurance Carrier Report

Once you have entered all of the required information needed to generate an insurance carrier report, command options will appear allowing you to print or choose from a set of other print options.

The report will display the following information for each insurance carrier selected:

• Cust – The customer's ID code that is assigned to that insurance carrier
• Name – The customer's name
• Insurance Coverage – The coverage amount established in the customer table (Customer/Page 3/Insurance fields)
• Current AR Balance – The customer's current accounts receivable balance
• Past Due – The customer's past due amount based on all invoices that are more than 60 days old based on the invoice date of the invoice
• High Credit – The customer's high credit limit
• Sales Between Dates – The sales volume to the customer between the dates specified.
• First Sale – The date the first sale was made to the customer
• Last Sale – The date the last sale was made to the customer.

For more information on the Insurance Carrier Report see Insurance Carrier Report.

Security Required : Receivables - Credit Management