Customer Activity Dashboard in AUX

Posted on: February 18, 2025 | By: Alexa Leitner | Uncategorized, QAD Business Process

The Customer Activity Dashboard in QAD AUX is a one stop shop for reviewing customer balances, invoices, and payments across entities. At a glance, the Dashboard also gives users the ability to review credit limits, open sales order amounts, and total exposure across entities. This is a powerful tool that can be used to avoid navigating through many screens to get the same information. 

 

Here are some key features on how to best utilize the dashboard: 

  • Main tab – Here we can view: 
  1. Credit limit info 
  2. Open balances across entities 
  3. Open sales order amounts across entities 
  4. Currency filter – Calculate balances in alternate currencies: 

 

  • Entities tab – This tab gives us much of the same info as shown in the Main tab, but broken down by entity 
    • Balances are shown in both the domain/entity base currency and the statutory currency for the workspace you are in 
    • The checkboxes on the left control the data in the remainder of this screen 
      • If an entity is selected, invoices and payment data from that entity will be shown in the Activities, Invoices, and Payment tabs below: 

 

  • Activities – Filter invoices by status, invoice date or due date and view applied payments. 
    • Payments applied to invoices will also be shown, if available. 
    • Again, invoices/payments from all entities selected in the Entities tab will be displayed here. 

 

  • Invoices tab – Filter invoices by status, invoice date or due date. 
    • To jump directly to an invoice, select the row and click Details. 

 

  • Payments tab – Filter customer payments by creation date and status. 

    • If you scroll to the right, you can also see the invoice applied to the payment: 

 

 

  • Credit Details Tab – View additional credit details: 

 

  • Lastly, I’d like to highlighted the drill down links available to quickly access supplementary information filtered by the customer you came from: 
    • Customer balances – view additional credit detail 
    • Customer invoice activity – similar view to the Activities tab in the dashboard 
    • Customer Invoices – Customer invoice detail 
    • Invoice History – Line level invoice detail 
    • Sales Order Credit – Credit check detail for each open sales order 
    • Sales Order Detail – Open Sales order line level detail 
    • Sales Order Gross Margin – Open sales order line level detail which also shows profit margins 

 

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