AR170 - Customer Review Selection
Run AR170 (Customer Review Selection) to create a workfile of customers for a
company. The workfile is used for customer review by analyst in AR70 (Analyst
Customer Review). You can select whether to delete the resolved or unresolved
workfile records. The program produces a listing that shows the number of
workfile records added and deleted.
AR170 selects customers using the following criteria in addition to the
selection options you define on this form:
1. Customers not currently in review.
2. Customers whose Credit Limit Date plus Credit Review Days defined in AR10.1
(Customer) falls on or before the current system date.
3. Customers whose Customer Review Date in AR17.1 (Comments), if defined,
falls on or before the current system date.
4. Customers that have exceeded their maximum credit limit percentage allowed
based on the Credit Limit and the Credit Percent Review defined in AR10.1
(Customer).
5. National account customers whose National Account Review Date in AR17.1
(Comments), if defined, falls on or before the current system date.
6. National account customers that have exceeded the Account Credit Limit
defined in AR12.1 (National Account).
Note: Inactive customers with a zero balance will not be selected.
Updated Files
ARCDSELECT - Primary file updated by program. Checks for an existing record
with a status 0. If record exists, another record is not
created.
ARCUSTOMER - Updates customer review code.
CKPOINT - Use in program re-start logic.
NATBALANCE - Updates national account review code.
Referenced Files
ARCOMP - Obtains company information.
ARCUSTGRP - Validates part of company information.
CUCONV - Obtains a currency exchange rate.
CURELAT - Validates currency relationships.
GLSYSTEM - Validates general ledger company information.
MAJCUSTCL - Validates and selects by major class.
MINCUSTCL - Validates and selects by minor class.
NATACCT - Accesses national account relationships.
WFSETUP -
INVOKED Programs
IFCU
IFSG
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