Use this report to compare each advertiser's credit limit to their current outstanding balance.
This report pulls the Credit Policy and Credit Limit information directly from the advertiser record. The Outstanding Balance is only as accurate as the last time a Credit Policy Check has been performed on the advertiser in VT. You can access this in the Advertiser Menu by selecting Credit Policy Check and processing a credit check. You can perform a credit policy check for a specific advertiser by editing that advertiser and clicking on the A/R Settings button and selecting Run Credit Policy Check. You can also run a credit policy check on a specific agency as well by editing that particular agency.
There are 3 types of Credit Policy Definitions: Total Outstanding Balance, Percentage of Advertiser Balance Past Due, and Amount of Advertiser Balance Past Due. The first item, Total Outstanding Balance, is the only one that looks at the advertiser's current A/R Balance in addition to order projections. It will then add the two together to come up with the Total Outstanding Balance. Notice that you set the number of days to gather non-billed order amounts. The report will literally calculate how much is projected for the number of days you set. The other two credit policy definitions only look at the A/R balance of the advertiser.
| Grouping Options | Filter Options | Other Options |
|---|---|---|
| A/R Account Name Agency Credit Policy Default Salesperson Disabled/Legal Status Income Account |
Advertiser Agency Advertiser Add Date Credit Policy Default Salesperson Disabled Account Legal Action Taken |