Customer Credit Rating Report

This report can be used to identify Customers with a specific Credit Rating code.
The report lists the customers with address, telephone, account flag, credit rating, account balance and credit limit information.

For example, a listing of credit rating G - BAD DEBT could be generated to list Bad Debt customers.
Similarly, request F - PAST DUE to list customers which must have the Collection Manager's approval before allowing further rentals or sales.
The Collection Manager could pass these lists on to the drivers and counter staff, to make them aware of potential problem customers.

The prompts are:

COLLECTOR, "ALL" OR "SEL"

• Type ALL to include all A/R Collector codes in the report.
• Enter a specific A/R Collector code to print the report for a single collector, or select from the valid Collector Codes in the lookup Collector Search window.
• Type SEL to select multiple Collector codes to include in the report as outlined in Collector Select.

FROM CUSTOMER NAME

Leave this field blank to include all customers, or enter the first few characters of the starting customer name, or select a starting customer number from the Accounting Customer Search window.

TO CUSTOMER NAME

Leave this field blank to include all customers, or enter the first few characters of the ending customer name in the selection, or select an ending customer number from the window.

SKIP ZERO BALANCE CUSTOMERS

Uncheck this box to include all customers in the range, regardless of the account balance.
Check this box to only print customers with an unpaid balance, and to exclude any customers with no balance currently charged to their accounts.

ALL RATINGS

Check this box to include all credit rating codes in the report.

Uncheck this box to select a single specific credit rating code for the report.

CREDIT RATING

Enter the desired credit rating code, or select it from the drop-down box as setup in Credit Ratings.

DIVISION, "ALL" OR "SEL"

• Type ALL to include all divisions in the report.
• To print the report for a single division, leave this field blank for the Head Office Division, or enter a specific division code, or select a division from the drop-down list.
• Type SEL to select multiple divisions to include in the report, or divisions by customer region as outlined in Division Select By Region.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

A printer can be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.
Click ACCEPT to generate the report, or CANCEL to abort.