ReceivablesCustomerAccountActivities
Consolidates activities for a customer’s accounts, including transactions, receipts, and credit applications within Receivables.
Columns
| Name | Type | SupportedFinders | Description |
| AccountId [KEY] | Long | PrimaryKey | The unique identifier for the customer account associated with the receivables activities, used for referencing the account in various transactions. |
| AccountNumber | String | CustomerAccountActivitiesFinder | The number associated with the customer account, typically used as an account identifier for tracking and managing receivables. |
| CustomerName | String | CustomerAccountActivitiesFinder | The name of the customer whose account activities are being recorded, providing identification for the account holder. |
| CustomerId | Long | The unique identifier for the customer in the system, used to link the customer to their account and transactions. | |
| TaxRegistrationNumber | String | CustomerAccountActivitiesFinder | The tax registration number assigned to the customer, used for tax reporting and compliance purposes. |
| TaxpayerIdentificationNumber | String | CustomerAccountActivitiesFinder | The Tax Indentification Number (TIN) for the customer, used for government tax identification and reporting. |
| TotalOpenReceivablesForAccount | Decimal | The total amount of outstanding receivables on the customer’s account, representing amounts that are yet to be paid. | |
| TotalTransactionsDueForAccount | Decimal | The total amount of transactions that are due for payment on the customer’s account, including invoices and credits. | |
| CreatedBy | String | The user or system that created the account activity record, used for tracking and accountability in the system. | |
| CreationDate | Datetime | The date and time when the account activity record was created, useful for auditing and tracking record history. | |
| LastUpdatedBy | String | The user or system that last updated the account activity record, providing visibility into who made changes to the record. | |
| LastUpdateDate | Datetime | The date and time when the account activity record was last updated, allowing for tracking of the most recent modifications. | |
| Finder | String | A search term used to locate specific account activity records based on the attributes or details provided. | |
| TransactionLimitByDays | Int | CustomerAccountActivitiesFinder | The maximum number of days allowed for the transaction limit, which may be used to determine the aging or payment terms for receivables. |
| TransactionStatus | String | CustomerAccountActivitiesFinder | The current status of the transaction associated with the account activity, such as 'Pending', 'Completed', or 'Overdue'. |