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Debt Collection Criteria

Debt Collection Criteria

Debt Collection Criteria

010380.gif010381.gif010411.gif010382.gif010383.gif

Data on debt collection may be restricted by using the following criteria:

37550.gif

Customer account
Select the customer account with the records of outstanding items. By default this is the first customer account from the parameters (Administration Panel | Program parameters | Financials | General).
Account
Except for the primary account from the previous field the outstanding items balance may be found also in the additional, secondary account. Thus you can simultaneously search in the outstanding items on the customer account as well as on the account of set-offs in progress.
Subject
Search may be restricted by individual customer.
Subject type
Search may be restricted by subject type.
Department
The report may be restricted also by individual department, entered in the journal entry line.
Due date to
Enter the end date that is due for individual posts (document or document payment). If the information is not entered, all outstanding items or posts will be considered.
Amounts
If posts in the foreign currency are allowed for this account, you may select, in which currency you want the report to be created:
Document
The report may be restricted on the basis of the internal document ID. Let us note once more that with the help of the % function you may restrict the report in a different way.
Linked doc.
The report may be restricted on the basis of the linked document ID.
Minimum amount
Enter the minimum (absolute) amount of outstanding items that you want to include in the overview. By default the value is 0.
Examination type- see below for additional restrictive criteria to display data:
37551.gifDebit balance
If checked, you display the report of the outstanding items with the debit balance.
37552.gifCredit balance
If checked, you display the report of the outstanding items with the credit balance.
37553.gifShow last calls
  • If checked, and in the right field you entered the time period (number of days), which passed since the last successful contact with the debtor, these same debtors are coloured green in the Debt collection panel.
  • If unchecked, and the time period (number of days), which passed since the last successful contact with the debtor, has been entered, these same debtors are not displayed in the Debt collection panel
37554.gifShow all those in between
  • If checked, the debtors, which do not fulfil the criteria from the option Show last calls nor Not contacted since are included in the list. Such entries are colloured black.
  • If unchecked, these same debtors are not displayed in the Debt collection panel.
37555.gifNot contacted since
  • If checked, and the number of days entered in the right field  since the debtor has been last contacted, then these same debtors are coloured red in the Debt collection panel.
  • If unchecke, and the number of days is entered since the debtor has been last contacted, these same debtors are not displayed in the Debt collection panel.

After you entered all the possible restrictive criteria, you move to the Debt collection panel, in which the result is displayed and the entering of notes is enabled.

 

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