Update Customer Credit Rating/Limit

This option can be used to view a selection of customer records and the detailed credit information, on the screen.
The customer selection can be generated by name, by credit rating, and/or by account balance.
A cut-off can be used of a minimum average collection days, and/or a minimum credit limit amount.

Only the credit ratings, and the credit limits can actually be updated.
To update the other customer information use Update Customer Credit Information or Customer Information.

The prompts are:

FROM CUSTOMER

Leave this field blank to include all customers, or enter the starting customer number for the selection, or lookup a starting customer record in the Accounting Customer Search window.

TO CUSTOMER

Leave this field blank to include all customers, or enter the ending customer number for the selection, or select an ending customer record from the window.

SORT BY NAME

Check this box to sort and display the customer list alphabetically by name.
Uncheck this box to sort and display the customer list by customer number instead.

FROM CREDIT RATING

Leave this field blank to include customers with any credit rating, or select the starting credit rating code from the drop-down list.

TO CREDIT RATING

Leave this field blank to include customers with any credit rating, or select an ending credit rating code from the drop-down list.

MINIMUM COLLECTION

This field represents the average number of days the customer has taken to pay an invoice.

Enter a cut-off number of days.
Only customers that have a higher average number of collection days, will be included in the selection.

MINIMUM CREDIT LIMIT

Enter a minimum credit cut-off dollar amount.
Only customers that have been assigned a higher credit limit will be included in the selection.

When the customer selection is displayed on the screen, the credit limit can be updated for individual customers.

FROM ACCOUNT BAL

A customer selection by Account Balance range can be displayed.
Leave this field blank to include all customers with an account balance, or enter the starting account balance for the range of customers.

TO ACCOUNT BAL

Leave this field blank to include all customers with an account balance, or enter the ending account balance for the range of customers.

Finished?

Click ACCEPT to accept this selection, or CANCEL to abort.

Resulting Customer List:
The customer number, name, credit rating, average collection days, credit limit, and highest level credited, is displayed.

Click EXP/CON to expand the customer records and display detailed customer information, as described in Customer Information.
A window is provided on the Contacts field to view company contacts and credit information.
There are also windows on the Phone field, Comments, LTD Sales, LTD Rentals, and LTD Services.

Only the Credit Rating and the Credit Limit values can be updated 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 or Credit Limit is changed an audit record is written to Override Report.

The ability to change the Credit Limit can be controlled by the operator Security Roles and by password as setup in Module Passwords for the module ARCF.

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.
For further security the Check Operator Password control can also be set to require password verification to make the credit information change.

The prompt for a Reason Code can also be generated if the Credit Limit is changed. This is controlled in the Company Security Parameters. Reason codes can be setup in Override Reason Codes, and the over-ride records print from Override Report.
For more information on this security feature refer to Override Security Overview.