Difference between revisions of "How do I Deal with Debt Chasing?"
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*In the {{DataPrompt|Account}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer. | *In the {{DataPrompt|Account}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer. | ||
* You will either see a list of existing contacts, or be taken to enter a new contact automatically if there are no existing ones. | * You will either see a list of existing contacts, or be taken to enter a new contact automatically if there are no existing ones. | ||
| − | * Press {{KeyPress|F5}} to edit an existing contact or click the {{Button|Edit}} button. You can also press {{KeyPress|F6}} to create a new contact or click the {{Button|Add}} button. | + | * Press {{KeyPress|F5}} to edit an existing contact or click the {{Button|Edit}} button. You can also press {{KeyPress|F6}} to create a new contact or click the {{Button|Add}} button. |
* This will bring up the {{Menu|Debt Contact}} screen. | * This will bring up the {{Menu|Debt Contact}} screen. | ||
* The {{DataValue|Date}} and {{DataValue|Your Name}} will be shown against the contact already. | * The {{DataValue|Date}} and {{DataValue|Your Name}} will be shown against the contact already. | ||
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{{Note|text=There is other information that you can access from here easily using the following keys: | {{Note|text=There is other information that you can access from here easily using the following keys: | ||
* Press {{KeyPress|F5}} to view the documents already allocated to this contact. | * Press {{KeyPress|F5}} to view the documents already allocated to this contact. | ||
| − | * Press {{KeyPress|F6}} to view useful account information. | + | * Press {{KeyPress|F6}} to view useful account information. |
| − | * Press {{KeyPress|S-F7}} to view Customer History. | + | * Press {{KeyPress|S-F7}} to view Customer History. |
* Press {{KeyPress|C-F8}} to view or edit General Notes.}} | * Press {{KeyPress|C-F8}} to view or edit General Notes.}} | ||
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=== Reviewing All Debts that Need to be Chased === | === Reviewing All Debts that Need to be Chased === | ||
Go to {{Menu|{{SL}}|Maintenance Options|Aged Debt Chasing|Debt Overview}}. | Go to {{Menu|{{SL}}|Maintenance Options|Aged Debt Chasing|Debt Overview}}. | ||
| − | * There is the following range of items by which you can limit what you see. | + | * There is the following range of items by which you can limit what you see. |
**{{DataPrompt|Range of Accounts From and To}} - This allows you to view a range of accounts, for example all accounts beginning with {{DataValue|A}}. If left blank, this will show all accounts. | **{{DataPrompt|Range of Accounts From and To}} - This allows you to view a range of accounts, for example all accounts beginning with {{DataValue|A}}. If left blank, this will show all accounts. | ||
**{{DataPrompt|Account Group}} - This will restrict the report to look at one particular account group. Again, if left blank this will show all accounts. | **{{DataPrompt|Account Group}} - This will restrict the report to look at one particular account group. Again, if left blank this will show all accounts. | ||
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***If set to {{DataValue|No}}, you can include only previously chased debts. | ***If set to {{DataValue|No}}, you can include only previously chased debts. | ||
**{{DataPrompt|Contacts Not Yet Due}} | **{{DataPrompt|Contacts Not Yet Due}} | ||
| − | ***If set to {{DataValue|Yes}}, you can filter out any debts which have been chased up and have their next contact date set in the future. | + | ***If set to {{DataValue|Yes}}, you can filter out any debts which have been chased up and have their next contact date set in the future. |
***If set to {{DataValue|No}}, you will see all the contacts. | ***If set to {{DataValue|No}}, you will see all the contacts. | ||
| − | * Press {{KeyPress|F2}} to view the results. | + | * Press {{KeyPress|F2}} to view the results. |
* Once you have the results on the screen, you can carry out the following actions: | * Once you have the results on the screen, you can carry out the following actions: | ||
** Press {{KeyPress|F2}} to post another debt contact. | ** Press {{KeyPress|F2}} to post another debt contact. | ||
| − | ** Press {{KeyPress|F5}} to view previous contacts. | + | ** Press {{KeyPress|F5}} to view previous contacts. |
** Press {{KeyPress|S-F7}} to view the selected customer's history. | ** Press {{KeyPress|S-F7}} to view the selected customer's history. | ||
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* [[How do I print an Aged Debtor or Creditor List?]] | * [[How do I print an Aged Debtor or Creditor List?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|debt chasing, debt, debt chase, chase, chasing, review, contacts, contact}} |
| − | {{KB_SL}} {{ | + | {{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}} |
Revision as of 06:30, 22 December 2018
Contents
Summary
This article explains how you can use Platinum to help with your debt chasing.
More Information
For example, you called your accounts contact several weeks ago to chase a debt and when you ring again they insist you have not called. The " Debt Contacts" screen would allow you to see to whom you spoke, when and what about.
Logging Debt Contacts
Go to " Sales Ledger Maintenance Options Aged Debt Chasing Review Contacts By Account".
- In the "Account", type in the customer's account code if known, or search for a customer.
- You will either see a list of existing contacts, or be taken to enter a new contact automatically if there are no existing ones.
- Press <F5> to edit an existing contact or click the [Edit] button. You can also press <F6> to create a new contact or click the [Add] button.
- This will bring up the " Debt Contact" screen.
- The 'Date' and 'Your Name' will be shown against the contact already.
- Enter the 'Contact Name' in the "Contact" Field and 'Notes' in the "Notes" lines to log the contact details.
- Enter the next contact date in the "Next Contact" Field.
- Press <F2> to allocate the invoices to which this debt chasing contact relates.
 | There is other information that you can access from here easily using the following keys:
|
Reviewing Debt Chasing Contacts on an Account
Go to " Sales Ledger Maintenance Options Aged Debt Chasing Review Contacts By Account".
- In the "Account", type in the customer's account code if known, or search for a customer.
You will see all previous debt chasing contacts in date order.
- Press <F5> to review previous contacts.
- Press <F6> to create another contact.
Reviewing All Debts that Need to be Chased
Go to " Sales Ledger Maintenance Options Aged Debt Chasing Debt Overview".
- There is the following range of items by which you can limit what you see.
- "Range of Accounts From and To" - This allows you to view a range of accounts, for example all accounts beginning with 'A'. If left blank, this will show all accounts.
- "Account Group" - This will restrict the report to look at one particular account group. Again, if left blank this will show all accounts.
- "Unchased Debts"
- If set to 'Yes', you will see all debts, whether or not they have been chased up.
- If set to 'No', you can include only previously chased debts.
- "Contacts Not Yet Due"
- If set to 'Yes', you can filter out any debts which have been chased up and have their next contact date set in the future.
- If set to 'No', you will see all the contacts.
- Press <F2> to view the results.
- Once you have the results on the screen, you can carry out the following actions:
- Press <F2> to post another debt contact.
- Press <F5> to view previous contacts.
- Press <Shift+F7> to view the selected customer's history.
See also
