Customer Balances verses open sales orders

Is there a way for the customer's balance to reflect their open sales order balance as well? Our problem is that some customers place multiple orders within their  billing period & we do not invoice until after orders ship & by then it is to late to place a hole if they go over their limit. However if when we entered an order we could see that including open orders they exceeded their limit, we can contact them and get a payment. When you go to run your credit card it does not wait until after you are billed to say you went over the limit, Sage should work the same way somehow.

Some one anyone Can you help please? Thank you Confused

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    Hi Chinarose,

    You may consider using the Pending Order Detail Report under Reports, Customers and Sales (or Receivables), Pending Orders.

    This report shows open and partially filled order by customers.

    Hope this helps

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    The Pending Sales Order (Summary or Detail) by Customer report will show the original Sales order amount, including tax.  This report will continue to show the full amount of an order that is partially filled.   (i.e. if there was a $10,000 order filled except for a $4.00 back order, the report will show $10,000, instead of $9,996)

    If you frequently ship partial orders, you should run the 'Pending Sales Orders by Inventory Item' (Detail) report.  That report shows the remaining order quantity, and remaining amount, so you can export that into Excel, and work out from that how much is left to bill out on open orders for each customer.

    (if you have more than 10,000 items, and a lot of open orders, this report may take a very long time to run, since it runs a separate full table scan query in the tSalOrder table for each inventory item)

    If keeping an eye on the Pending Sales Order report is not the solution for you may be a custom report in a data reporting tool such as Sage Intelligence:

    http://na.sage.com/ca/sage-50-accounting/add-ons/?acc=intelligence_slider1#otheraddons

    or you could use Crystal Reports, LibreOffice (free), Microsoft Access, or MS Query to build a report that will give you 'fingertip' access to that information.