Build List for Credit Rating

This utility can be used to change the credit rating for a range of customers, having an account balance unpaid for a specified number of aging days.
A list of customers with an outstanding account balance as of a selected number of days is first generated. Credit information can be view for the customers in the expanded records on the list, and customer records that should not have the credit rating changed can be deleted from the list. When the list is accepted, all remaining customers are assigned the new credit rating.

The Include Current Invoices in Customer Account setting in the Company Security Parameters, controls whether unposted invoices are also included in the document listings.

The prompts to generate the customer list are:

# OF DAYS OVER

Enter the number of aging days. Any customers with an unpaid account balance at this many days, is included in the list

FROM CUSTOMER

Leave this field blank to include all customers, or enter the starting customer number for the selection, or lookup a starting customer record in the Accounting Customer Search window.

TO CUSTOMER

Leave this field blank to include all customers, or enter the ending customer number for the selection, or lookup an ending customer record in the window.

SORT BY NAME

Type Y (YES) to sort and display the customer records in name order.
Type N (NO) to display the customers in customer number order.

NEW CREDIT RATING

Enter the new credit rating to be assigned to the selected customers, or select it from the drop-down list.
Credit Ratings are setup in Credit Ratings.

Finished?

Click ACCEPT to accept this selection, or CANCEL to abort.

Customer Selection Display:
The screen displays the list of qualifying customers, with number, name, current credit rating, average collection days, assigned credit limit, and dollar amount in the specified aging number of days.
Press <F9> to expand the customer records and to view more detailed customer and credit information, as described in Customer Information.
Windows are provided on the Contacts field, Phone, Comments, LTD Sales, LTD Rentals, and LTD Services.
Customers that should NOT be given the new credit rating, should be deleted from the list using <F7>.

When done with the list:

Type Y (YES) to update the remaining customers in the list to the new credit rating.
Type N (NO) to return to the list.
Type Q (QUIT) to exit from the list without changing any credit ratings.