Additional Options in the Credit Control Manager


Datafile Software

Additional Options in the Credit Control Manager

The last update, Release 5.7, introduced the popular feature of the Credit Control Manager that provided a single option to help with debtor chasing. Following feedback from users a series of additional options have been added to this feature.

Update Selected Account Items

The Credit Control Manager allows a ‘MORE / ZOOM’ option which displays selected details from the account record and allows link to the Ledger Enquiry for the selected account.A new option in 5.8 allows you to nominate selected items on this display screen for update – perhaps because you have amended contact details.

If any update parameters are set then the MORE / ZOOM action will allow a UPDATE button in addition to the ZOOM and OK buttons. When selected the screen is re-displayed showing the items that can be updated (other items display as text on screen). When amended as required select SAVE or ABANDON to return to the MORE / ZOOM display.

Note

The system requires an exclusive lock on the account record for the UPDATE action to proceed.

Installation

The main definition settings for the Credit Control Manager are accessed via the Application User Facilities for the Sales Ledger. The fourth screen within the Sales Transaction options provides parameter settings for the Credit Control Manager.

The items display on the MORE / ZOOM option are those defined against the parameter ‘Item to View A/C’. Against each item is a tick box which, if set, allows update of this item. Note that the system will only allow you to update text (X-type) data items at run-time.

View Outstanding Transactions

A quick link to view the outstanding transactions using the Sales Account Ledger Enquiry facility for an account has been added to the options within the Credit Control Manager.

In addition to the option on the menu at the foot of the screen, the outstanding transactions can also be viewed via an option on the ‘More/Zoom’ display.

Installation

This option is available immediately on update to Release 5.8. No further installation changes are required.

Filter Account Lists by Currency Code

In a Foreign Currency configured system, the Credit Control Manager will now, prior to displaying the account details, ask for the currency code to filter the results on. You can leave blank to display all accounts, or enter a specific currency and only those accounts matching will be displayed.

Installation

 

This option is available immediately on update to Release 5.8. No further installation changes are required.

Output Account List to Microsoft Excel

A new option available within the Credit Control Manager allows you to enable the output of the debtor list to Microsoft Excel.

If enabled the new option ‘EXCEL’ is available within the options at the foot of the screen. When pressed the system will launch Excel and populate a spreadsheet with the details from the debtor list.

Notes

The spreadsheet ‘DEBTOR CHASING.xls’ is created within the usual reports folder for the company / user based on the setting for MSWORD= within the DATAFILE.INI

Installation

The main definition settings for the Credit Control Manager are accessed via the Application User Facilities for the Sales Ledger. The fourth screen within the Sales Transaction options provides parameter settings for the Credit Control Manager.

Allow output to excel

Set to allow the option to output the debtors list to Microsoft Excel.

Extra Item in Account List

You can now nominate an additional account item to be listed within the debtor account list – say ‘Telephone No’ or maybe the outstanding orders total.

Note, however, that depending on the number of items shown on the list, the screen resolution / font settings, and the size of this and other items then the extra display item (and the account name) may not be shown in full and could be omitted.

Installation

The main definition settings for the Credit Control Manager are accessed via the Application User Facilities for the Sales Ledger. The fourth screen within the Sales Transaction options provides parameter settings for the Credit Control Manager.

Acc User Item Shown

Select the additional data item required for display.

Sorted Accounts List

You can now sort the accounts listed in order of (say) overdue balance or age days. This can be achieved either at run-time by right-clicking the column heading and selecting ‘Sort Ascending’ or ‘Sort Descending’, or you can pre-set a sort sequence within the configuration options.

Installation

The main definition settings for the Credit Control Manager are accessed via the Application User Facilities for the Sales Ledger. The fourth screen within the Sales Transaction options provides parameter settings for the Credit Control Manager.

Sort on Column

Ascending

Select the column (doesn’t include extra user item) that the account list is to be sorted into – i.e. ‘Overdue’ or ‘Days’ etc. Set the ‘Ascending’ input if sort required in ascending sequence, leave blank for descending sequence.


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Article ID: 284
Created On: Wed, Jun 13, 2012 at 11:29 AM
Last Updated On: Mon, Jun 19, 2023 at 4:40 PM

Online URL: https://kb.datafile.co.uk/article/additional-options-in-the-credit-control-manager-284.html