Bad Account Listing

A bad account customer is someone with whom there has been trouble in the past.
By identifying customers in this Bad Account file, the program will watch out for these customers when new accounts are opened in Customer Information or added at the counter "on-the-fly".

The add new customer program checks for a match on customer name, address, telephone number, and principals names.
If a match is found for customer information on the list, a message will display on the screen showing the bad account information, so that staff will be warned and can check the new account application more closely.
This helps prevent a bad account from defaulting under one name and then changing the company name and trying to register again.

Note: This processing is separate from the bad risk customers identified in Bad Risk Customers.

Customers identified as Bad Accounts can be viewed in the window on the Transaction# field and a list can be printed from Bad Account Listing Report.

The prompts to setup a Bad Account record are:

TRANSACTION#

Accept the auto assigned transaction number that is used to track the records in this file.

A window is provided to view Bad Account Listing Search and select from existing records.

CUSTOMER#

Enter the customer number or select one from the Accounting Customer Search window.

NAME

The customer name displays. This may be over-typed as required.
This exact field is checked for a match.

ADDRESS 1

The customer address line 1 displays. This may be over-typed as required.
This exact field is checked for a match.

ADDRESS 2

The customer address line 2 displays. This may be over-typed as required.
This exact field is checked for a match.

PHONE

The customer's phone displays. This may be over-typed as required.
This exact field is checked for a match on both new telephone numbers and on fax numbers.

PRINCPAL NAME 1

The principal customer's name number 1 displays. This may be over-typed as required.
This exact field is checked for a match.

PRINCPAL NAME 2

The principal customer's name number 2 displays. This may be over-typed as required.
This exact field is checked for a match.

PRINCPAL NAME 3

The principal customer's name number 3 displays. This may be over-typed as required.
This exact field is checked for a match.

COMMENT 1

Enter any comments or notes.

COMMENT 2

Enter any additional comments or notes.

WRITE OFF AMOUNT

If this Bad Account record is being generated from Bad Debts the amount of the Bad Debt is saved in this field. This can be over-typed as required.

DATE

Today's date displays, or if this Bad Account record is being generated from Bad Debts the date of the Bad Debt is saved in this field. This can be over-typed as required.

Finished?

Click ACCEPT to accept the record, or CANCEL to abort.

ACTIONS:
Additional actions provided by buttons on theBad Accounts Listing screen include:

• Print the Bad Accounts List:
  Click the REPORT button to generate the Bad Accounts Listing Report.