Customer balances

All customers with a non-zero account balance, with credit limit and phone.

Tables: OCRDUse: Credit control and month-end checks.

SELECT T0.CardCode, T0.CardName, T0.Balance, T0.CreditLine, T0.Phone1, T0.E_Mail
FROM OCRD T0
WHERE T0.CardType = 'C' AND T0.Balance <> 0
ORDER BY T0.Balance DESC

SELECT T0."CardCode", T0."CardName", T0."Balance", T0."CreditLine", T0."Phone1", T0."E_Mail"
FROM OCRD T0
WHERE T0."CardType" = 'C' AND T0."Balance" <> 0
ORDER BY T0."Balance" DESC

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Finance

More finance queries

Customer aging report (AR aging)Open invoice balance per customer in 0–30, 31–60, 61–90 and 90+ day buckets by due date.Overdue customer invoicesOpen invoices past their due date, with days overdue and the customer phone number.Incoming payments by dateCustomer payments received in a period, split into cash, transfer, check and card.Outgoing payments by dateVendor payments made in a period, split into cash, transfer, check and card.

How it works

Three steps, no signup

Copy the right version

Use the SQL Server tab for MS SQL databases and the HANA tab for SAP B1 on HANA.

Open Query Generator

In SAP Business One go to Tools → Queries → Query Generator, paste and click Execute.

Save and share

Click Save, pick a category and give the query a name. Your team can run it from Query Manager.

FAQ

Questions about this tool

How do I run the customer balances query in SAP Business One?

Copy the version that matches your database, open Tools → Queries → Query Generator, paste it in the SQL box and click Execute. Save it to reuse it later.

Which tables does this query use?

It reads OCRD from the standard SAP Business One schema. No user-defined fields are needed.

Can this be turned into a dashboard or alert?

Yes. We turn queries into Crystal reports, Excel reports that refresh themselves, SAP B1 alerts or WhatsApp messages for managers.

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