Three further new features have been added to the popular Credit Control Manager utility.Firstly an extra account display item has been added, secondly a facility to update two account items via the Comment action and thirdly option to default include / exclude and a‘check equal’ function for the pre-selection items.
Extra Account Item
Whilst space for display is limited where systems are
configured for standard fonts and have widescreen high-resolution monitors then
this new feature allows for display of a second extra account item within the
Credit Control Manager pick list. This
may be used to include, for example, a contact name for the customer.
Extra Account Update Items
The Comment function on the Credit Control Manager
pick list allows you to update a short comment against the customer plus
confirm details such as next action information, deferment dates and update the
‘debtor statement’ dates. This new
feature allows this option to also update two additional items on the account
record. You may wish to use this feature
to input the BACS-PAY-NAME when advised that a payment has been made by BACS
but the statement description will record a different company name, or update
the customer contact for the next call, etc.
Additional Options on Account Filters
The Credit Control Manager allows for five account ‘filter’ options – these filters allow you to nominate a data item and when run the CCM asks whether you wish to include or exclude this account based on the filter. The filter works on a blank/not-blank basis so that if a item is set for ‘include’ then the account is listed if the selected item is not blank and excludes if item is blank (with the exclude option working on the reverse principle).
Options have now been added to default whether the
filter is set for inclusion / exclusion and, for text items, a ‘check equal’
function has been added that would allow you to include/exclude on the content
of the text item rather than on blank/non-blank.
If the ‘Equal To’ setting is left blank then the include/exclude options continue to work on the blank / non-blank status. If ‘Equal To’ is set then setting ‘include’ includes those accounts with an exact match of the set value, and ‘exclude’ excludes those accounts with an exact match on the set value. Note that ‘exact match’ includes trailing spaces (so that for example setting the ‘Equal To’ parameter to ‘GB’ would not match against ‘GBS’ or ‘GBX’)
Installation
Application User Facilities
To enable these features you need to update the Credit
Control Manager parameters within the Sales Ledger Application User
Facilities. To update these settings
select Installation from the main
menu followed by Application Manager and then Application User Facilities. Select the Sales Ledger application followed
by Sales Transactions and move to
screens 4 and 5 of the parameters.
Include /
Exclude Items – against each of the five items are tick boxes to set whether accounts
are to be included or excluded based on the data item and, for text items,
whether you wish to allow the ‘check equal’ function.
Acc User Item Shown (Second) – select a data item from the accounts file to display as a second ‘user’ display item. Note that this item may be omitted from display if insufficient space available to display.
Comment Action Also Update Account Item 1/2 – select up to two data items from the account file for display/input when selecting the COMMENT action within the Credit Control Manager.
Article ID: 131
Created On: Mon, Jun 11, 2012 at 1:41 PM
Last Updated On: Mon, Jun 19, 2023 at 4:26 PM
Online URL: https://kb.datafile.co.uk/article/credit-control-manager-additional-options-131.html