--- title: "Debtor Dashboard Screen – Field Definitions" canonical: "https://kb.myframeworks.com.au/space/FRAM/28413370/Debtor%20Dashboard%20Screen%20%E2%80%93%20Field%20Definitions" format: markdown --- The **Debtor Dashboard** is the central screen for monitoring and managing outstanding debtor accounts in Frameworks. The **Debtor Dashboard** provides a real-time view of customer balances, overdue amounts and payment status across all companies and branches your user account is permitted to access. --- ## Screen Access From the **Frameworks Menu**, navigate to **Receivables > Enquiries > Debtor Dashboard**. --- ## Screen Structure ![image-20260316-075037.png](media://cef804f1-9efe-4f05-ba43-31260c2f9a90) The **Debtor Dashboard** screen is organised into two main sections: 1. [Search](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28413370/Debtor+Dashboard+Screen+Field+Definitions#Search) — Filter and find debtor records by company, supervisor, status, age bracket and more. 2. [Results Grid](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28413370/Debtor+Dashboard+Screen+Field+Definitions#Results-Grid) — Displays matching debtor records with balance and account information. From the **Results Grid**, you can navigate directly to: - [Customer Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28413370/Debtor+Dashboard+Screen+Field+Definitions#Customer-No.) — click the **Customer No.** hyperlink. - [Customer Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28413370/Debtor+Dashboard+Screen+Field+Definitions#Status.1) — click the **Status** hyperlink. - [Customer Payments](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28413370/Debtor+Dashboard+Screen+Field+Definitions#Unallocated-Cash) — click the **Unallocated Cash** hyperlink. --- ## Search ![image-20260316-075156.png](media://cccb9a8d-6d31-4e6e-a5aa-084b341a723c) Use the following fields to filter debtor records. ### Company The **Company** field filters results by company. Defaults to your session company. Select **All Companies** to search across all companies your user account is permitted to access. If your user account has access to only one company, only that company appears in the list. When **All Companies** is selected, the **Company** column in the results grid identifies which company each debtor record belongs to. **Format:** Drop-down menu | **Required:** No | **Default:** Session company | **Editable:** Yes ### Supervisor The **Supervisor** field filters results to debtor accounts assigned to a specific account supervisor. Enter the supervisor's user ID or use the search icon to open the **User Finder**. Leave blank to return records for all supervisors. The **Account Supervisor** is defined in **Customer Maintenance** on the **More Data** tab. When **FWDebtDashSupr** is enabled, this field defaults to the logged-in user's ID before searching. **Format:** Text (searchable) | **Required:** No | **Default:** Blank (or logged-in user ID when FWDebtDashSupr is enabled) | **Editable:** Yes ### Search The **Search** field filters results by customer name or number. Enter a full or partial customer name or customer number. **Format:** Text | **Required:** No | **Default:** Blank | **Editable:** Yes ### Status The **Status** field filters results by the customer's credit status. Select an option from the drop-down menu. | **Option** | **Displays** | | --- | --- | | *(blank)* | All customers regardless of status | | **Active** | Active customer accounts only | | **Hold** | Customer accounts placed on hold | | **Suspend** | Suspended customer accounts | **Format:** Drop-down menu | **Required:** No | **Default:** Blank | **Editable:** Yes ### Customer Type The **Customer Type** field filters results by the customer's account type. | **Option** | **Displays** | | --- | --- | | **All** | All customer account types | | **Charge** | Standard Debtor (A) accounts only | | **Cash Card** | Cash Card Holder (C) accounts only | | **COD** | Cash on Delivery (D) accounts only | **Format:** Drop-down menu | **Required:** No | **Default:** All | **Editable:** Yes ### Age Bucket Checkboxes Enable or disable the age bucket checkboxes to filter results by outstanding balance age. The checkboxes are treated as OR conditions — if **Current** and **30 Days** are both selected, records with a balance in either or both buckets are returned. | **Checkbox** | **Displays** | | --- | --- | | **Current** | Debtors with a balance in the current period | | **30 Days** | Debtors with a balance 30 days overdue | | **60 Days** | Debtors with a balance 60 days overdue | | **90 Days** | Debtors with a balance 90 days overdue | | **120 Days** | Debtors with a balance 120 days overdue | | **Unallocated Payment** | Customers with unallocated cash | | **Include Zero Balance** | Includes zero balance accounts in results | | **Show Hidden** | Includes accounts marked as **Account Hidden** in **Customer Maintenance** | **Format:** Checkboxes | **Required:** No | **Default:** Current, 30 Days, 60 Days, 90 Days, 120 Days and Unallocated Payment enabled | **Editable:** Yes ### Sort By The **Sort By** field determines the order in which results are displayed in the **Results Grid**. | **Option** | **Description** | | --- | --- | | **Customer#** | Sorts by customer number in ascending order | | **Balance Due (Desc)** | Largest outstanding balance at the top | | **Balance Due (Asc)** | Smallest outstanding balance at the top | **Format:** Drop-down menu | **Required:** No | **Default:** Customer# | **Editable:** Yes ### Find Click **Find** to return results based on your search criteria. **Action:** Click **Find** to refresh the **Results Grid**. --- ## Results Grid ![image-20260316-075520.png](media://d37c36ed-63aa-4ee7-8307-838d3a016f41) The **Results Grid** displays debtor records matching your search criteria. Click **Find** to populate the grid. ### Customer No. The **Customer No.** column displays the customer's account number. Click the **Customer No.** hyperlink to open the **Customer Dashboard** for the selected customer. Each customer belongs to a home company, so the **Company** search filter determines which customers appear in the results. When **All Companies** is selected, the **Company** column in the results grid identifies which company each customer belongs to. **Format:** Hyperlink (numeric) | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### Name The **Name** column displays the customer's account name. **Format:** Text | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### Company The **Company** column displays the company the debtor record belongs to. This column is particularly useful when **All Companies** is selected in the **Company** search field. **Format:** Text | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### Address The **Address** column displays the customer's primary address. **Format:** Text | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### Balance Due The **Balance Due** column displays the total amount currently overdue on the customer's account. **Format:** Currency | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### Current The **Current** column displays the balance in the current period. **Format:** Currency | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### 30 Days / 60 Days / 90 Days / 120 Days These columns display the outstanding balance in each respective 30-day age bracket. **Format:** Currency | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### Future The **Future** column displays any charges scheduled for a future period. **Format:** Currency | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### Total Balance The **Total Balance** column displays the customer's total account balance including all age brackets and future charges. **Format:** Currency | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### Outstanding Balance The **Outstanding Balance** column displays the total amount outstanding on the account. **Format:** Currency | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### Credit Limit The **Credit Limit** column displays the customer's configured credit limit. **Format:** Currency | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### Status The **Status** column displays the customer's current credit status. Click the **Status** hyperlink to open **Customer Maintenance** for the selected customer. **Format:** Hyperlink (text) | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### Unallocated Cash The **Unallocated Cash** column displays the total value of any unallocated customer payments. Click the **Unallocated Cash** hyperlink to open **Customer Payments** where you can allocate the payment to invoices and appropriate age buckets. **Format:** Hyperlink (currency) | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### Disputed Invoices The **Disputed Invoices** column displays the total value of invoices currently marked as disputed on the account. **Format:** Currency | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### Diary Note The **Diary Note** column indicates whether a diary note exists for the customer. **Format:** Indicator | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### SalesRep The **SalesRep** column displays the sales representative assigned to the customer account. **Format:** Text | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### Supervisor The **Supervisor** column displays the account supervisor assigned to the customer in **Customer Maintenance**. **Format:** Text | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) ### Phone No The **Phone No** column displays the customer's primary phone number. **Format:** Text | **Required:** N/A | **Default:** N/A | **Editable:** No (display only) --- > ✅ ## Related Information > ✅ > ✅ - Refer to [Customer Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378750) for more information on viewing customer details, invoices and payment history. > ✅ - Refer to [Customer Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894) for more information on updating a customer's credit status, credit limit and account settings. > ✅ - Refer to [Customer Payments](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28403472) for more information on allocating customer payments. > ✅ - Refer to [Credit Limit](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28382462) for more information on how credit limits are configured. > ✅ - Refer to [Approve a Credit Order](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28403476) for managing orders on credit hold. > ✅ - Refer to [Receivable Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384494) for all system flags related to Accounts Receivable. --- ## Additional Information ### System Flags Reference | **System Setting - Flag** | **Flag Purpose** | | --- | --- | | [FWDebtDashSupr](https://sterlandsupport.atlassian.net/wiki/spaces/FSS/pages/13198649) | Default Supervisor value on Debtor Dashboard | > ✅ Refer to [Receivable Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384494) for more information.