Open Balance: Add column to Order List view

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Trevor Gonzales

• January 16, 2020 20:23

Like to request to show a customer's OPEN BALANCE on the Order List View as a optional column. This way both customer service and accounting can review customer orders for delinquency and determine if there needs to be a hold on customers account.

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  Brian Gluck

  • January 17, 2020 17:33

  The field is already there on the order list view, it is called "OrderBalance"

  

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  Trevor Gonzales

  • January 17, 2020 20:29

  Thanks for checking out this post Brian.

  But what I'm looking for is not the OrderBalance, but rather the customers total Open Balance across all their existing orders. We have NET 30 customers with credit limits. They'll send PO's frequently totally negating the fact that they have a credit limit.

  If we get a new PO from that customer, if would be convenient for our CS team to search for cuustomer on Order List and quickly see an Open balance.

  As an added Plus, accounting should be able to sort by OpenBalance orders for collections if necessary.

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  Brian Gluck

  • January 17, 2020 20:33
  • Edited

  ah, gotcha. The customer balance is tied to the customer record and not the order record. Sadly, I don't think that you will see this get implemented the way you want, but hope you do.

  There may be a way to do a workaround using the custom rule engine to attribute something to orders if the customer has a value.

  Good luck!

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