Credit
Collection Call List - Launch
Program/Screen: ARCRDT/ARCRDT10
Description:
Use this screen to launch the Credit Collection Call List where you review a list of customers that are past due and might require credit collection phone calls.
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Navigation
On this launch screen, enter or accept the user ID of the credit manager for which you want to review overdue customer accounts. The user ID must be set up as the credit manager for specific customers in Customer Master Maintenance. If no customers have credit managers assigned to them, clear the Credit Manager field. Use the remaining fields to focus the call list on accounts that are overdue by a specific amount or percentage. Use F6 to select up to four ways for sorting the results.
Unique Credit Collection Call List Screens
Credit Collection Call List - Launch
Fields
Enter or accept the user ID for the credit manager whose overdue customer accounts you want to review. If no credit managers have been assigned to customers via Customer Master Maintenance, leave this field blank.
Balance Over (30/60/90/120 Days)
If applicable, enter amounts in the appropriate aging columns to retrieve a list of customers who are past due by those amounts.
Example: You want to
review customers who are 60 days past due with an account balance
of more than $10,000. Enter 10000
in the 60 days
column.
Percentage of Total (30/60/90/120 Days)
If applicable, enter one or more percentages of total amount due in the appropriate aging columns to retrieve a list of customers who are past due by those percentages.
Example: You want to
review customers who are 30 days past due by at least 20% of their
total account balance. Enter 20
in the 30 days
column.
Enter the amount that represents the total account balance for customers you want to appear on the list. For example, enter 50000 to retrieve a list of customers whose total account balance is over $50,000 or whatever currency you are working with.
Enter the percentage over their credit limit for customers you want to appear on the list. For example, enter 25 to retrieve a list of customers who are 25% over their credit limit set in Customer Master Maintenance.
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Enter up to six credit codes to retrieve a list of customers who are assigned those credit codes. If you do not know the codes, press F4 to search for them.
Accept the customer status codes to include in the list. Clear any of the codes you do not want included on the list.
Enter or accept the date that contact was last made with the customers that you want to include on the list. This date is updated for the customer by entering 9 in the O (Option) field next to the customer on the Call List that results from the criteria entered on this screen.
Enter or accept the date that the next review is due for the customers you want to include on the list. This date is updated for the customer by entering 8 in the O (Option) field next to the customer on the Call List that results from the criteria entered on this screen, and then entering the next review date.
Sort Sequence: Customer Number
Indicate whether you want to sort the customers on the list by their account numbers in ascending (A) or descending (D) order.
Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F4 |
Credit Code Search. Place your cursor in the Include credit codes field and press F4 to access a lookup window. |
|
F6 |
Select Sort Order. Access the Sort Order popup window and select up to four ways to sort the resulting list. |
|
F8 |
Save Defaults. First, make entries in the fields on this screen to produce the call list you want, and then press F8 to save those entries to use the next time you access the program. Press F9 to retrieve the defaults you saved. |
|
F9 |
Retrieve Defaults. Retrieve the field defaults that were saved using F8. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
Related Programs
Aged Receivables Report
Credit Letters
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