The Collection menu contains commands used to calculate and assign customer credit ratings to each service record. The Customer credit rating routines utilize customer past due information, shutoff information, lien information, NSF payments and their AR balances.
Tip: For more information on the timing and sequence of the credit rating routines, see the Credit Rating Procedure.
To open the Collection menu, click the following sequence:
Processes from the Menu Bar; and Collection.
Keyboard shortcut: [ALT] [p] [c]
The table below describes the available options.
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Collection Menu Items |
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Creates the workfile of customers to receive a collection notice for their delinquent balance. Keyboard shortcut: [ALT] [p] [c] [c] |
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Deletes individual customers from the collection workfile. Keyboard shortcut: [ALT] [p] [c] [m] |
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Prints a journal of the customers with arrears balances who qualify to receive a collection notice. Keyboard shortcut: [ALT] [p] [c] [p] |
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Prints the customer collection notices. Keyboard shortcut: [ALT] [p] [c] [x] |
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Prints the Collection Balance Report. Keyboard shortcut: [ALT] [p] [c] [r] |
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