Credit Control Manager - Selection Criteria for Accounts


Datafile Software

Credit Control Manager - Selection Criteria for Accounts

This release extends the selection options for accounts shown in the Credit Control pick list to include full selection criteria in addition to the existing account range and filter facilities.


Installation

Application User Facilities

To enable the option for selection criteria new parameters have been added to the Credit Control Manager parameter screens within the Sales Ledger Application User Facilities. To update 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 select the Opt-4 screen for the Credit Control configuration options.



Specify Default Selection Criteria
– set to allow selection criteria against the accounts file for the credit control pick list. When set a pop-up screen is displayed to enter criteria according to standard system procedures.

Allow Changes to Selection Criteria – set to allow the operator to make changes to selection criteria when accessing the Credit Control Manager at run-time.

Save Changes to Selection Criteria – set if any changes the operator makes to the selection criteria at run-time are to be saved to act as the default criteria on the next run.


Custom Fields

Article ID: 76
Created On: Fri, Jun 8, 2012 at 3:51 PM
Last Updated On: Mon, Jun 19, 2023 at 4:13 PM

Online URL: https://kb.datafile.co.uk/article/credit-control-manager-selection-criteria-for-accounts-76.html