Use this program to identify and flag customers with no activity
in the selected time frame.
The options are provided to print the customer list and to update
the credit rating code for the identified customers.
This utility can be accessed from the Utilities menu for Accounts Receivable operations.
The prompts are:
Uncheck this box to select specific credit rating codes.
Check the Credit Ratings codes to be included or excluded from the selection.
Click ACCEPT to accept the selection and close the window.
Resulting Customer List:
A list of customer numbers and names, that have had no activity in
the defined date range, and match the selected credit rating
filters, are displayed on the screen.
The current old credit rating, and the new proposed credit rating
with description are displayed.
The proposed credit rating can be modified for individual
customers as required.
A drop-down list in the Rating field is provided to view and
select from valid credit rating codes.
Click ACCEPT when the list is complete.
Confirmation Screen:
Uncheck this box if a report is not required.
Note: The update process will not update any locked customer records. The information log is displayed on the screen, providing the ability to print the messages as outlined in Information Log.
Identify Customers with No Activity:
To identify customers with no activity at all, run the utility with
the From Date 01-01-1901 and the To A/R Activity Date
today, and check Include All Credit Ratings.
The resulting customers displayed have no activity and can be
deleted in Delete A Single Customer.
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