Customer Credit Rating Report
Accounts Receivable Menu -> Collections -> Customer
Credit Information -> Customer Credit Rating Report
This report can be used to identify Customers with a specific
Credit Rating code.
The report lists the customers with address, telephone, account
flag, credit rating, account balance and credit limit
information.
For example, a listing of credit rating G - BAD DEBT could be
generated to list Bad Debt customers.
Similarly, request F - PAST DUE to list customers which must have
the Collection Manager's approval before allowing further rentals
or sales.
The Collection Manager could pass these lists on to the drivers and
counter staff, to make them aware of potential problem
customers.
The prompts are:
-
- COLLECTOR, "ALL" OR "SEL"
-
- Type ALL to include all A/R Collector codes in the report.
- Enter a specific A/R Collector code to print the report for a
single collector, or select from the valid Collector Codes in the
lookup Collector Search window.
- Type SEL to select multiple Collector codes to include in the
report as outlined in Collector
Select.
FROM CUSTOMER NAME
- Leave this field blank to include all customers, or enter the
first few characters of the starting customer name, or select a
starting customer number from the Accounting
Customer Search window.
TO CUSTOMER NAME
- Leave this field blank to include all customers, or enter the
first few characters of the ending customer name in the selection,
or select an ending customer number from the window.
SKIP ZERO BALANCE CUSTOMERS
- Uncheck this box to include all customers in the range,
regardless of the account balance.
Check this box to only print customers with an unpaid balance, and
to exclude any customers with no balance currently charged to their
accounts.
ALL RATINGS
- Check this box to include all credit rating codes in the
report.
Uncheck this box to select a single specific credit rating code
for the report.
- CREDIT RATING
- Enter the desired credit rating code, or select it from the
drop-down box as setup in Credit
Ratings.
DIVISION, "ALL" OR "SEL"
-
- Type ALL to include all divisions in the report.
- To print the report for a single division, leave this field
blank for the Head Office Division, or enter a specific division
code, or select a division from the drop-down list.
- Type SEL to select multiple divisions to include in the report,
or divisions by customer region as outlined in Division Select By Region.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- A printer can be confirmed or re-selected from the Printer
option located on the menu bar at the top of the screen.
Click ACCEPT to generate the report, or CANCEL to abort.
Topic Keyword: ARCF44