Service Credit Rating Criteria Maintenance

Use Service Credit Rating Criteria Maintenance to maintain credit rating criteria for your facility.  Use this maintenance to customize the credit rating calculations to suit your purposes. You can specify the different categories of customer information to include in the customer credit rating calculations and give them a weighted percentage of the customer's overall credit score.

• You must maintain the credit rating criteria in order to calculate customer credit scores.  

• Generally, once the Service Credit Rating Criteria is set you do not have to maintain it again unless you change the criteria for calculating the credit scores for your facility.

• For more information, see Customer Credit Rating Procedure.

• For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Service Credit Rating Criteria Maintenance, click More.

   

  1.  Click Processes from the Menu.

  2.  Click Credit Rating.

  3.  Click Service Credit Rating Criteria Maintenance.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [p] [i] [s].

   

  Service Credit Rating Criteria Maintenance Window Example:

  

   

• Creating a New Service Credit Rating Criteria record, click More.

   

  To create a new record choose one of these methods:

  • Enter the defined Service ID and click Retrieve , or press [ENTER].
    Keyboard shortcut:  [ALT + t]

  • Or, enter the defined Service ID and click File from the Menu Bar; next click New.
    Keyboard shortcut:  [ALT] [f] [n]

  Tip:  To indicate that you are building a new Service Credit Rating Criteria record, New  displays near the Service ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.

   

  Service Credit Rating Criteria Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Service ID	Enter a defined Service Code to assign for the credit rating criteria. (2.0 numeric)
  	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing service credit rating criteria records, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing service credit rating criteria records, enter the Service ID and click Retrieve, or press [ENTER]. Keyboard shortcut:  [ALT + t]
  Title	Enter the title for the service credit rating criteria. (up to 20 characters)
  Description	Enter the full description for the service credit rating criteria. (up to 40 characters)
  Credit History Days	Enter the number of days as the period of time to look back in the customers' credit history to obtain credit information. (6.0 numeric)
  Past Due	To include this category of customer information in the service credit rating criteria, click to select the box. To omit this category from the service credit rating criteria, de-select the box.
  Maximum Allowed	Enter the maximum number of credit messages pertaining to Past Dues to be the threshold basis for the credit score calculations.  If the customer has more credit messages for this category than the maximum number allowed, their credit score is affected more significantly. (3.0 numeric)
  Weighted %	Enter the percentage to use for determining the weight or the value of the category in the overall credit score. (2.0 numeric)
  Shutoff	To include this category of customer information in the service credit rating criteria, click to select the box. To omit this category from the service credit rating criteria, de-select the box.
  Maximum Allowed	Enter the maximum number of credit messages pertaining to shut off notices to be the threshold basis for the credit score calculations.  If the customer has more credit messages for this category than the maximum number allowed, their credit score is affected more significantly. (3.0 numeric)
  Weighted %	Enter the percentage to use for determining the weight or the value of the category in the overall credit score. (2.0 numeric)
  Lien	To include this category of customer information in the service credit rating criteria, click to select the box. To omit this category from the service credit rating criteria, de-select the box.
  Maximum Allowed	Enter the maximum number of credit messages pertaining to lien notices to be the threshold basis for the credit score calculations.  If the customer has more credit messages for this category than the maximum number allowed, their credit score is affected more significantly. (3.0 numeric)
  Weighted %	Enter the percentage to use for determining the weight or the value of the category in the overall credit score. (2.0 numeric)
  NSF Payment	To include this category of customer information in the service credit rating criteria, click to select the box. To omit this category from the service credit rating criteria, de-select the box.
  Maximum Allowed	Enter the maximum number of credit messages pertaining to NSF payment notices to be the threshold basis for the credit score calculations.  If the customer has more credit messages for this category than the maximum number allowed, their credit score is affected more significantly. (3.0 numeric)
  Weighted %	Enter the percentage to use for determining the weight or the value of the category in the overall credit score. (2.0 numeric)
  Age Group	Enter an Age Group ID that identifies the customer age balances or buckets to consider when calculating customer credit ratings. (up to 5 characters) Tips:   To search for an Age Group, click Search or press [CTRL + f]. To create a new Age Group, click Fast Access Maintenance or press [CTRL + o].
  Balance	To include this category of customer information in the service credit rating criteria, click to select the box. To omit this category from the service credit rating criteria, de-select the box.
  Maximum Allowed	Enter the customer's maximum balance amount to be the threshold basis for the credit score calculations.  If the customer has a balance amount greater than the maximum allowed, their credit score is affected more significantly. (3.0 numeric)
  Weighted %	Enter the percentage to use for determining the weight or the value of the category in the overall credit score. (2.0 numeric)

   

• Editing an Existing Service Credit Rating Criteria record, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Service ID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  
  Tip:  If you do not know the Service ID, you can click Search  to see a list of service credit rating criteria records.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Deleting an Existing Service Credit Rating Criteria record, click More.

   

  1.  To display the record to be deleted, enter the Service ID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Service ID, you can click Search  to see a list of Service Credit Rating Criteria records.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.

  Example:

  

   

  Note:  After you click Proceed, you will see the following message on the Status Bar.