- CUSTOMER NUMBER
- Type in the customer's number, or type in the first few
characters of the customer alpha-key for a matching list of
customers, or use the customer look up window as outlined in
Accounting Customer Search.
ACCOUNT BALANCE- The customers posted account balance displays.
This an information field only and cannot be modified.
UN-POSTED INVOICES- This field is only displayed if the option to Include
Current Invoices in Customer Account is activated in the
Company Security Parameters.
The sum of any unposted invoices for this customer displays.
This an information field only and cannot be modified.
AVG COLLECTION- The average days that this customer takes to make payment
displays.
This an information field only and cannot be modified.
DATE OF CALL- Accept today's date, or type in the correct date the customer
was contacted.
DATE OF NEXT CALL- Initially the date of the prior "next call" is displayed, and
this is updated when the Date Of Call is entered to display
as due 7 days later.
Accept this default recall date of 1 week or enter the preferred
date to recall the client if the overdue invoices are not paid.
Note: If payment is received before this date, the next call
date will be ignored and the customer will not appear on the Call
List.
CREDIT LIMIT- Accept the limit or over-type it with a new limit to update the
customer's record in CustomerInformation.
If the Credit Limit is changed an audit record is written to
Override Report.
The Prompt for Clerk Changing Customer Credit flag in the
Company Security Parameters can be set to
prompt the operator for his clerk code when the Credit Limit or
Credit Rating is changed as outlined in Clerk
Confirmation.
For further security the Check Operator Password control can
also be set to require password verification to make the credit
information change.
A setting in the Company Security
Parameters can be set to prompt the operator for a valid Reason
Code for over-rides including changing the Credit Limit, as
outlined in Prompt for Reason
Code.
DATE CREDIT REVIEWED- The date of the last credit review will display.
Accept the date or over-type it with the correct credit reviewed
date.
CREDIT RATING- Accept the customer current credit rating or over-type it with
the new credit rating, or select one from the drop-down list, to
update the customer's record in CustomerInformation and if the Credit
Rating is changed for a Parent customer then all the associated
Child customer records will also be updated.
If the Credit Rating is changed an audit record is written to
Override Report.
The Prompt for Clerk Changing Customer Credit flag in the
Company Security Parameters can be set to
prompt the operator for his clerk code when the Credit Limit or
Credit Rating is changed as outlined in Clerk
Confirmation.
For further security the Check Operator Password control can
also be set to require password verification to make the credit
information change.
A setting in the Company Security
Parameters can be set to prompt the operator for a valid Reason
Code for over-rides including changing the Credit Rating, as
outlined in Prompt for Reason
Code.
PAYABLES CONTACTS #1- Accept the current payables contact or over-type it with the
correct contact name to update the customer's record in CustomerInformation.
These names appear on Aged A/R Reports, the Collection Call List
and the Customer Account Inquiry to assist when contacting the
customer.
PAYABLES CONTACTS #2- Accept the current payables contact or over-type it with the
correct contact name to update the customer's record in CustomerInformation.
TELEPHONE NUMBER- Accept the phone # or over-type it with the correct # to update
the customer's record in CustomerInformation.
FAX NUMBER- Accept the Fax # or over-type it with the correct # to update
the customer's record in CustomerInformation.
COMMENT- Accept the current customer comment or over-type it with a new
comment to update the customer's record in CustomerInformation.
This comment line appears during contract and invoice entry for the
counter clerks to view.
It does not print on the documents.
CUSTOMER NOTES- Window to view the Customer Notes, as outlined in Customer Notes.
Note: A window is provided on the Notes detail to view the
customer's account as outlined in the detail section of Customer Account Inquiry.
COLLECTION COMMENTS- Window to view the Collection Comments for this customer, as
outlined in Collection Comments.
Note: A window is provided on the Notes detail to view the
customer's account as outlined in the detail section of Customer Account Inquiry.
REASON FOR CALL- Enter an optional reason code can to be assigned to the next
collection call that is planned for this customer, or select one
from the drop-down list as setup in Call
Reasons.
The date of the next planned call and the reason for that call
are then included on the collection report information generated
from Print Call List.
The Next Call information including the reason and the date, can
also be viewed in the "Credit Information" window in Customer Information.
PAYMENT EXPECTED- This field can be used to record the date a payment from the
customer is expected.
It is an information only field, that can also be viewed in the
"Credit Information" window in Customer
Information.
Finished?- Click the ACCEPT button to accept the log entries or CANCEL
button to abort the process.