Customer Collection Comment Inquiry

Program/Screen: CXCCCM/CXCCCMC1

Description:

Use this screen to review and add credit-related comments for a customer.

 

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Navigation

Access this screen by entering 8 in the Option field for a customer in the results list of Customer Search.  Use the filters above the columns to focus the list to only the records you want to review.  Use the function keys to add new comments or change existing comments.

 

Additional Program Screens

Customer Master Maintenance

 

Fields

Customer

Displays the number and name of the customer for which you are viewing collections comments.

 

Phone

Displays the phone number and contact name for the customer.

 

Open only

Indicate whether you want to see only open collection comments (Y) or all collection comments (N).

 

For the following fields, press F11 to change the data in the fields, or press F6 to add new data in the fields for a new comment.

 

Date

Displays the date of the collection comment.

 

Follow-up Date

If applicable, this field displays the next follow-up date for the comment.

 

Status

Displays the current status of the comment.

 

User

Displays the system user name and full name of the user who entered the comment or entered the transaction that created the comment.

 

Type

Displays the collection comment transaction type such as FU for follow up and EM for email sent.

 

Comment

Displays the text of the credit-related comment.

 

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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

Search.  Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.

F6

Add.  Switch the program mode to allow the entry of new collection comments.

F9

Customer Maintenance.  Advance to the Customer Master Maintenance program.

F10

Inquiry.  Change the screen back to INQUIRY mode.

F11

Change.  Switch the program mode to allow you to change existing comments.

F12

Cancel/Previous.  Exit the program or move back a screen.

F19 (Shift + F7)

Print.  Print the list of collection comments.

F24 (Shift + F12)

More.  Display more available function keys for the program.

 

Related Programs

Customer Collection Follow-up

Credit Collection Call List

A/R Summary Aging Display

 

 

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