After the collection call has been made to the customer, record
the call and make notes using this Log Calls utility.
Refer to the A/R Daily / Weekly Procedure
for procedural information and process flow.
The notes recorded by call date can be printed on the Print Call List the next time it is printed.
Any child invoices and payments are included in the parent customer
account balances and they are not displayed separately for the
child customer number.
The sum of any unposted invoices for this customer displays.
This an information field only and cannot be modified.
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.
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.
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.
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.
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.
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.
Finished?
A printer can be selected from the Printer option located on the
menu bar at the top of the screen.
Click ACCEPT to print the invoices or CANCEL to abort.
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