A variety of functions within the system help you collect information about your customers that you can use to their analyze sales activity, the type of products they buy, and how much credit income you earn from them. In addition, you can use the utilities programs to view information about customers who owe your company money, and print invoices for pre-authorized credit amounts.
For information about credit card-related utilities, see Credit Card Authorization.
Use the following procedures:
Use the A/R Collection Queue Driver to select any customer who has a past due A/R balance. The driver takes the information from the ENTITY file and creates the AR.COLLECTION file. This file enables Eclipse to speed up the real-time process when populating the AR Collection Queue.
Use the Credit Statistics Calculations program to calculate and update the three credit statistics that appear on the A/R Inquiry screen for bill-to and ship-to customers. We recommend that you run this program on a monthly basis.
The Customer Ranking Program is a sales performance and credit management tool that analyzes customer sales activity, and assigns up to seven levels of rank for up to five different ranking methods. In addition, the customer rank can be used to determine pricing if you use the customer velocity pricing utility in the sell matrix
Use the Customer Product Ranking program to rank products purchased by a customer. You can rank products by number of hits, amount of gross sales, or by demand, either within a price line or against all other products. After you have established a product's rank, you can view this rank on the Customer/Vendor Part Number Detail screen. For more information, see Displaying the Customer/Vendor Part Number Detail Screen.
After the Order Print Phantom pre-authorizes funds before a ship ticket prints, the Credit Card Authorization Phantom selects all invoices for the branch and print status specified on the Credit Card Authorization Phantom screen. If an open pre-authorization is found among the invoices, the Phantom collects it for the invoice amount. Then, the Phantom picks up the orders and runs an authorization approval to collect the order total.
Use the Manual A/R Balance Loading program to load A/R balances for a customer without converting any history data.
Use the Cash Receipts Review Queue to view information on cash receipts by branch or territory. You can edit and view the cash receipts directly from the queue and can also delete any of the log entries related to a line item. This queue contains any auto-created cash receipts and the information in this queue is based on the data supplied by the Batch Cash Receipts function. For more information, see Entering Batch Cash Receipts.
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