Look Ahead Screen (Customer Profile)

Description of fields

Field

Description

From Date

Enter or select the start date from which you want to search for action items. You must enter future dates for look ahead.

To Date

Enter or select the end date to which you want to search for action items. You must enter future dates for look ahead.

Invoice #

Enter the invoice number to search for upcoming actions for a specific invoice.

Shows action items for invoices not currently in your work queue that match the search criteria you enter.

Invoice #

The eCredit invoice #  is a link to the Invoice details screen.

Amount Due

The invoice amount due.

Currency

The currency used for the customer.

Due Date

The invoice due date.

Expected Payment Date

This is calculated as the invoice due date plus the Average Days to Pay (ADP).

Next Action Date

The due date for the next action item that is due in the time frame searched.

Next Action Item

The description of the next action item that is due in the time frame searched.