CustomerCreditPanel
- Status
- Specified
- Family
- 10 of 13
CustomerCreditPanel is specified but not yet built. The spec below is the contract it will be built against — reviewed before the code, which is the order that makes the review worth doing. See the roadmap for where it lands.
The four-layer spec
Credit limit and current exposure together, exposure including unbilled orders. Supports customer hierarchy roll-up — three subsidiaries of one group are one credit risk. Flags expired tax-exemption certificates.
Lifted verbatim from Receivables (AR). The doc and this page are the same paragraphs, so they cannot disagree.
The accounting it encodes
Concepts this component renders. Each one is defined once, in the lexicon, and used identically in the code and the copy.
Also in Receivables (AR)
- InvoiceFormWith the revenue-recognition preview per line.
- InvoiceDetailBalance due as the hero, not total.Spec
- InvoiceRegisterGapless-numbering check surfaced.Spec
- CashApplicationThe highest-value screen in AR. Every case, not just the happy one.
- PaymentSuggestionInvoice combinations summing exactly to a lump sum.
- UnappliedCashPanelNever revenue; net credit balances flagged as liabilities.Spec
- CreditNoteFormDistinct from a refund and from a write-off.Spec
- CollectionsWorklistPromise-to-pay as a first-class object.Spec
- DunningTimelinePer customer, not per invoice.Spec
- CustomerStatementPrintable. Print styles are first-class.Spec
- SalesOrderTableBacklog, visually separated from ledger-derived numbers.Spec
- ArMetricsPanelDSO with its method stated.Spec
See also
A component is specified in one place, defined in another, and running in a third. All three, from here.
- Receivables (AR) — the family specThe four-layer specification this component was built against, before it was written.Doc
- Receivables — order to cashThe family running, with real figures in it, in both themes and at every density.Live
- CatalogAll 179 components, specified before they are written.Doc
- CreditThe right column. It increases liabilities, equity and revenue, and decreases assets and expenses.Term
Elsewhere in the system
Where CustomerCreditPanel sits in the rest of the system — the live section it renders in, the calculators that compute what it displays, and the ledger payloads it is fed from.
- Contacts, customers and suppliersIs a customer who is also a supplier one record or two?API
- Credit notes and refundsWhat object reduces an invoice, and what returns the cash?API
- Receivables (AR)Receivables (AR) — specs for 13 React components: InvoiceForm, InvoiceDetail, InvoiceRegister, CashApplication and 9 more.Doc
Components are copied into your repository and meant to be edited — rounding policy, fiscal calendar and compliance copy differ per company.
Told when Receivables (AR) changes
Components are copied into your repo, so a fix here does not reach you on its own. One email when a component in this family changes in a way that needs a migration — and nothing when it does not.