Work w/Mgr Cr Watch Accts




  *PGMMOD                Work w/Mgr Cr Watch Accts            DD/MM/YY HH:MM:SS

  Company  66   OOOOOOOOOOOOOOOOOOOOOOOOOOOOOO
  Manager OOOOO OOOOOOOOOOOOOOOOOOOO
                                                           Sts  Ovr  PDu  Rvw
  Position at IIIIIIIIIIIIIII Account: IIIIIIIIII  Select:  I    I    I    I

  Type options, press Enter.
  A=Prt Aging   C=Collect   D=Dlq Ntc   H=Cr Sts Hst   I=Items   O=Open Items
  S=Prt Stmt   T=Trn Hst   0=Comments   2=Change   3=Payments   6=Terms
  7=Terms Classes   8=Cr Limit   9=Cr Status   -=Remove   27=Sum Age w/Hist

  Opt Account Name                         Acct. Nmbr      Sts  Ovr  PDu  Rvw
  II  OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO  OOOOOOOOOO       O    O    O    O
  II  OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO  OOOOOOOOOO       O    O    O    O
  II  OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO  OOOOOOOOOO       O    O    O    O
  II  OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO  OOOOOOOOOO       O    O    O    O
  II  OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO  OOOOOOOOOO       O    O    O    O
  II  OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO  OOOOOOOOOO       O    O    O    O
  II  OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO  OOOOOOOOOO       O    O    O    O
                                                                          More..

  F3=Exit   F4=Prompt   F8=Prt Aging   F9=Prt Dlq Ntcs   F12=Cancel

Introduction

This function allows you to display the records in a database file. This function allows you work with accounts which are on a credit watch. Accounts appearing here are accounts which are past due, over credit limit, past their credit review date, on credit hold, on transaction hold, or have had their status set to credit watch.

Positioning function

You may control which records from the file appear on the display by using the 'positioning' fields that appear on the upper part of the screen. When you enter a positioning value, the program will position the display to start with the record that you specify.

Function Keys

F1=Help.

Display related help display. By positioning the cursor at a field on the display and pressing help, help narrative will be displayed for that field. By placing the cursor on the title for the display, help narrative related to the entire function will be displayed. Once the any help narrative is displayed you may then enlarge the display by using the F20 key or you may display expanded help narrative by using the F2 key.

F3=Exit.

Exit the current task. In most cases this will return you to a high level function without displaying all displays encountered in getting to this point.

F4=Prompt.

Display a list of values available to be used in the related field. Place your cursor on the field for which you would like to see a list and press the F4 key.

F5=Reset.

Refreshes the display. In most cases the display will be refreshed to the original values and any keyed information typed after the last enter key will be lost.

F8=Prt Aging.

Print aging report.

F9=Prt Dlq Ntcs.

Print Delinquent Notices for multiple accounts. You will be prompted to enter the criteria on which to select accounts for printing.

F12=Cancel.

Return to previous display without performing any action.

HELP=Help.

ROLLUP=Next page.

Next page.

ROLL DOWN=Previous page.

Previous page.

Line Commands

A=Prt Aging.

Print an aging for the associated company or account.

C=Collect.

Work with Credit Collection problems.

D=Dlq Ntc.

This option will produce a Delinquent Notice for the selected Account. The notices will be stored and will not print until you exit the current function.

H=Cr Sts Hst.

Display credit status history.

I=Items.

Display or work with Receivable Items. (Invoices, Debit Memos, Credit memos, and etc.) Using from the Accounts Receivable System display will result in displaying Receivable Item Sets.

O=Open Items.

Work with or display receivable Items which still have balances outstanding.

S=Prt Stmt.

Print a statement for the associated account.

T=Trn Hst.

Display transaction history.

=Comment.

Work with or display related comments.

2=Change.

Change or work with the associated item.

3=Payments.

Work with or display the related payments.

6=Terms.

Work with or display related terms of sale.

7=Terms Classes.

Work with or display related Terms of Sale Classes.

8=Cr Limit.

Work with or display related credit limit.

9=Cr Status.

Work with or display account credit status information.

-=Remove.

Subtract or remove the associated item.

27=Sum Age w/Hist.

Print Summary Aging with History report.

Variable Definitions

	Company	Display only
		A number identifying a company to the user.

	Company Name	Display only
		The name of the Company.

	Manager	Display only
		A code assigned by the user identifying an Account Manager.

	Acct Mgr Name	Display only
		The name of an individual assigned to manage an account.

	Position at	OPTIONAL
		A value to be used when the account is to be sorted in alphabetical order.

	Account:	OPTIONAL
		A number or code identifying an Account within the Accounts Receivable System. This number is controlled by the Name and Address file.

	Sts	OPTIONAL
		A code indicating the status of an account.
		A = Active
		C = Credit Hold
		W = Credit Watch
		T = Transaction Hold

	Ovr	OPTIONAL
		A code indicating if an Account is over the credit limit.

	PDu	OPTIONAL
		The number of periods an account is past due.
		0 = Current
		5 = Past Due Five Periods
		4 = Past Due Four Periods
		1 = Past Due One Period
		6 = Past Due Six Periods
		3 = Past Due Three Periods
		2 = Past Due Two Periods

	Rvw	OPTIONAL
		A code indicating if a credit review is required before additional credit will be automatically extended.

	Opt	OPTIONAL

	Account Name	Display only

	Acct. Nmbr	Display only
		A number or code identifying an Account within the Accounts Receivable System. This number is controlled by the Name and Address file.

	Sts	Display only
		A code indicating the status of an account.
		A = Active
		C = Credit Hold
		W = Credit Watch
		T = Transaction Hold

	Ovr	Display only
		A code indicating if an Account is over the credit limit.

	PDu	Display only
		The number of periods an account is past due.
		0 = Current
		5 = Past Due Five Periods
		4 = Past Due Four Periods
		1 = Past Due One Period
		6 = Past Due Six Periods
		3 = Past Due Three Periods
		2 = Past Due Two Periods

	Rvw	Display only
		A code indicating if a credit review is required before additional credit will be automatically extended.