Viewing the A/R Collection Queue

Use the A/R Collection Queue to review customer accounts with past due balances. You can also view invoices and payments for a specific customer, view customer notes, schedule follow-up actions, edit customer files, and change credit customer statuses. To ensure that you have updated the ENTITY file, which supplies information to the A/R Collection Queue, you should refresh this file by running the A/R Collection Queue Driver for A/R Collections on a regular basis, such as once a week.

To view the A/R Collection Queue:

From the A/R menu, select A/R Collection Queue to display the A/R Collection Queue window.
In the Branch/Territory/All field, enter the branch, branches, or territories for which you want to view the queue.
In the Credit Manager field, enter a credit manager's name to display customers assigned to a specific credit manager. Leave the field blank to display all customers.
In the Inside Salesperson field, enter an inside salesperson's user ID to display only customers assigned to a specific salesperson. Leave the field blank to display all customers.

In the Outside Salesperson field, enter an outside salesperson's user ID to display only those customers assigned to a specific outside salesperson. Leave the field blank to display all customers.
In the A/R Terms Code field, enter a customer's terms code to displays only those customers with that terms code assigned to them. Leave the field blank to display all customers.

Note: Terms codes are assigned using the Terms Code field in Credit Control Parameters in Customer Maintenance. For more information, see Defining Payment Terms and Credit Control Parameters.

In the Customer field, enter a customer's name to displays collection items for only that customer. Leave the field blank to display all customers.

In the Max Collection Days field, enter a customer's name to displays only those customers with a particular number of collection days allowed assigned to them. Leave the field blank to display all customers.

Note: Collection days allowed are assigned in the Max Collection Days field on the Additional Customer Credit Data window in Customer Maintenance. For more information, see Entering Additional Customer Credit Data.

In the With % Credit Limit field, enter a percentage to displays only those customers who have credit balances greater than that percentage of their credit limit. For example, enter 90 to display the customers with credit balances that represent at least 90% of their credit limit. Leave this field blank to display all customers.

In the With % Past Due Credit field, enter a percentage to displays only those customers for whom a certain percentage of their credit balance is past due.

The system looks at the settings in this field and then compares this information to the customer's past due balances as determined by the parameters you entered in the PastDue Limit and Days fields on the Credit Control Parameters window in Customer Maintenance. Leave this field blank to display all customers.

Based on the percentage you enter, the system displays only those customers who have past due amounts that are within the percentage range. For example, if a customer has a credit limit of $100, and they have a past due amount of $87.48, then if you enter:

87 in the With % Past Due Credit field, then the queue displays this customer.
88 in the With % Past Due Credit field, then the queue does not display this customer.

For more information on past due balances, see Defining Payment Terms and Credit Control Parameters.

Note: The information in the PastDue Limit and Days fields might result in a past due credit balance that is different than the amount in the Past Due Bal column on the A/R Collection Queue window. The Past Due Bal column amount is based on the A/R aging bucket amounts. Keep in mind that each line item that displays is based on a variety of parameters, as determined by your other entries on this screen, and not just the amount that a customer is past due.

In the Aging field, do one of the following to determine which customers to display in the queue:

Press F10 and select an aging bucket - Displays those customers who have credit balances within that aging bucket or invoice date bucket. If you are using a due date based aging method, the columns in the Aging view reflect the aging buckets as assigned in the A/R Aging Methodcontrol maintenance record.
Press Enter to select the All default - Displays all customers, regardless whether they have credit balances in a particular aging bucket.

Note: For more information on aging buckets, see A/R Aging Methods and Examples.

In the Type field, press F10 and select one of the following to determine which customers to display in the queue:

No Call Logged - Displays only those customers for whom a follow-up call has not been scheduled on the current or future date.
Followup - Displays only those customers for whom a follow-up call has been scheduled on the current or future date.

Press Enter to select All - Displays all customers, regardless whether a follow-up call has been scheduled.

Note: For more information, see Logging Collection Calls.

In the Start Date field, enter a date to display customers who have a next call date scheduled after that date. Leave the field blank to display all customers.

In the End Date field, enter a date to displays customers who have a next call date scheduled before that date. Leave the field blank to display all customers.

Note: To display customers who do not have a next call date scheduled, leave both the Start Date and End Date fields blank. For more information on next call dates, see Logging Collection Calls.

Click Update to start the search. The system displays the following information:

Column	Description
Br	Displays the branch to which the customer is assigned. (View Only)
Customer	Displays the name of the customer whose A/R information is included in the queue. (View Only)
Print	Enter one of the following, then use the File > Print/Fax menu option to determine the method by which the collection information is delivered to the customer: Note: You must select the collection item that you want to fax or print before you use the File > Print/Fax menu option. P- Print - Prints the information so that it can be mailed to the customer. If you enter P in this column and then use the Print hot key, the system displays a prompt to confirm sending the information to your Hold file. For more information, see Viewing Reports on the Spooler. F- Fax - Faxes the information to the customer. If you enter F in this column and then use the Print hot key, the system displays the Fax Memo screen so that you can review or edit the faxing parameters that the system uses. Any changes you make at this time will not override the standard Fax Memo settings. For more information, see Sending Faxes. N - None - Neither faxes nor prints the information.
Total A/R	Displays the customer's total accounts receivable balance. (View Only)
Credit Avail	Displays the customer's available credit. (View Only)
Past Due Bal	Displays the customer's past due balance based on the 31-60, 61-90, 91-120, and Over 120 aging buckets from the A/R Inquiry screen. (View Only) The displayed amount is the sum of the selected aging bucket, based on your setting in the Aging field, plus all older aging buckets. This amount does not include the amount in the Current aging bucket. For more information, see A/R Aging Methods and Examples.

Note: This is the default view. For additional views, use the Change View menu option.

Save your changes and exit the window.

More Options For Viewing the A/R Collection Queue

The A/R Collection Queue window also offers these options:

To...	Select this menu option...
send the displayed collections information to your hold file	File > Hold
print or fax open invoices or statements to customers flagged for printing or faxing (print status of PorF)	File > Print/Fax
log follow-up calls made to a selected customer, other collections information, or schedule the next date to call	File > Log Call The A/R Collection Queue Log window displays.
enter information about the customer and any account activity that occurred	File > Notes The Call Tracking Entry window displays.
view or update a customer's credit information	Edit > Credit Control The Credit Control Parameters window displays.
change the print status of all displayed customers	Edit > Set Print Status A prompt displays. Enter the print status and click OK.
change the way the customer's credit information displays	Change View > Credit/Past Due Aging Credit Limits Note: For more information on the views available on this window see, Changing Collections Queue Column Views.
view a list of activity log entries for this customer	Inquiries > Activity Log The Customer Activity Log Viewing window displays.
review receivable information for a selected customer	Inquiries > A/R Inquiry The A/R Inquiry window displays.
review the transactions on a selected customer's account	Inquiries > A/R Ledger The A/R Ledger window displays.
view the whole credit picture for both the bill-to and ship-to customers, and drill down further into A/R information	Inquiries > A/R Summary The A/R Summary window displays.
view a list of open orders for a selected customer	Inquiries > Open Orders The Sales Inquiry window displays in Open Orders mode.
view a list of outstanding bids for a selected customer	Inquiries > Open Bids The Sales Inquiry window displays in Bids mode.
compare this year's and last year's sales history for a selected customer	Inquiries > Customer Sales History The Customer Sales History window displays.
determine how much doing business with a selected customer costs your company	Inquiries > Activity Based History The Activity Based Customer Sales History window displays.
review or edit a selected customer's maintenance record	Inquiries > Customer Maintenance The Customer Maintenance window displays.