Credit Task Management

Menu Path: Credit and Collections $Images\bluerarw.gif$ Credit Check Processing $Images\bluerarw.gif$ Credit Task Management

Purpose

Manage credit tasks for credit customers assigned to your credit team(s).

Overview

Use Credit Task Management to centrally manage all credit tasks for assigned credit customers if you are a credit team member.

Note Every credit customer must be assigned to a credit team. Users can be given credit team privileges in User Extended Options, and then can be associated with one or many credit teams in Credit Team Maintenance. Only tasks for credit customers that are in a user’s credit team appear. This feature allows for an extra degree of user security.

There are four types of credit tasks:

Credit Hold - These credit tasks are created dynamically when sales orders fail credit checking rules. These tasks can be manually released (closed), or automatically released (if the credit customer subsequently passes its credit checking rules).
Review Date - These credit tasks are created in Credit Task Refresh and are set up on the Credit Dates tab in Customer Credit Rule Maintenance. These tasks can only be manually closed.
Credit Alert - These credit tasks are created during Credit Task Refresh and are set up on the Credit Alert tab in Group Credit Rule Maintenance or Customer Credit Rule Maintenance. These tasks can be manually closed, or automatically closed if alerts are no longer valid.
Over Limit - These credit tasks are created dynamically when sales orders fail credit checking rules. These tasks can only be automatically released.

For database information for this window, see Credit Task Management Database Information.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Credit Task Management window.
Show Data	Click this button to display credit tasks on the Results tab based on selected criteria on the Select tab. If you select a check box in the Release column for one or more credit tasks, you are also asked whether you want to release the order(s) when you click this button.
Select All	Click this button to select the check box in the Select column in the Credit Tasks grid for all displayed credit tasks.
Deselect All	Click this button to clear the check box in the Select column in the Credit Tasks grid for all displayed credit tasks.
Release Selected	Click this button to release all credit tasks for which the check box is selected in the Select column in the Credit Tasks grid. NOTE You cannot use this button to release over limit credit tasks. When you click this button, the Information dialog box appears, and asks you to confirm the release of selected orders, or if only a single task is selected, the order is released from credit hold. If you release multiple orders and the Display Report check box is selected on the Select tab, the Credit Task Release Report is output, and provides information on the released orders. If you release a task relating to an order that uses finance terms, the Approval Code window appears, and allows you to enter the finance company's approval code. If you release a task on hold for credit card authorization and if the Use Credit Card Transactions check box is cleared in Customer Service Control Maintenance, the Credit Card Authorization window appears, and allows you to authorize the credit card. Note If a customer for a task you are releasing has an open over limit credit task, a warning appears before you release the order.
Open Accounts Receivable	Click this button to display Customer Open Accounts Receivable Management, which allows you to manage and view open accounts receivable transactions for the credit customer of the selected credit task.
Payment History	Click this button to display Customer Payment History Inquiry, which allows you to view payments made by a paying customer.
Order	Click this button to display Order Edit, which allows you to view and update order information for the order associated with the selected credit task. Note If you are not authorized to use Order Edit, the Order Entry window appears instead, and allows you to view and update information for the associated order. If you are not authorized to use Order Edit or Order Entry, the Order Inquiry window appears instead, and allows you to view order information for the associated order.
Credit	Click this button to display Customer Aging and Credit Inquiry, which allows you to view credit and aging information for customers.
Credit Hold	Click this button to display Credit Hold Inquiry, which allows you to view the reason an order is on credit hold, and then release the order.
Contacts	Click this button to display Contacts, which allows you to view contacts for the selected customer (that you are allowed to view).
Customer	Click this button to display Customer Maintenance, which allows you to view customer information for the selected task. NOTE If a specific billing customer is selected on the Select tab, this button displays information for the selected billing customer.
Attachments	Click this button to display Attachment Entry, which allows you to view and enter attachments for a selected credit task.
Notes	Click this button to display Notes Entry, which allows you to view and enter notes for a selected credit task. Note Every time you review a credit task, a note is automatically created to indicate the order was reviewed.

Select Tab Fields and Buttons

Field or Button	Description
All Credit Customers	Select this check box to display credit tasks for all credit customers. This check box is selected by default. For information on the function of credit customers, see Structure and Concepts.
Customer Code	Enter the customer code of a credit customer for which to display credit tasks, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Credit Customers check box. For information on the function of credit customers, see Structure and Concepts. Note If you select a specific credit customer and display credit tasks, the Release All button in the ribbon is enabled to allow you to release all credit tasks at the same time for the credit customer (instead of releasing tasks one at a time).
Name	Enter the name of a credit customer for which to display credit tasks, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Credit Customers check box. For information on the function of credit customers, see Structure and Concepts. Note If you select a specific credit customer and display credit tasks, the Release All button in the ribbon is enabled to allow you to release all credit tasks at the same time for the credit customer (instead of releasing tasks one at a time).
All Credit Teams	Select this check box to display credit tasks for all credit teams. This check box is selected by default. If you select this check box, customer selection is filtered to customers that are in all credit teams of the user.
Team	Enter a credit team for which to display credit tasks, or click the Lookup button to select a credit team. This field is only enabled if you clear the All Credit Team check box. If you enter a credit team in this field, only customers in that credit team are selected. Note You can only select a credit team if you are a member of the team. For information on setting up credit teams, see Credit Team Maintenance.
All Orders	Select this check box to display credit tasks for all orders. This check box is selected by default.
From (Order)	Enter an order for which to display credit tasks, or click the Lookup button to select an order. If you want to display credit tasks for a range of orders, enter the first order in the range. This field is only enabled if you clear the All Orders check box.
To (Order)	Enter the last order in a range of orders for which to display credit tasks, or click the Lookup button to select an order. If you only want to display credit tasks for a single order, leave this field blank. This field is only enabled if you clear the All Orders check box.
All Custs PO #	Select this check box to display credit tasks for all customer purchase orders. This check box is selected by default.
From (Customer Purchase Order)	Enter a customer purchase order for which to display credit tasks, or click the Lookup button to select a customer purchase order. If you want to display credit tasks for a range of customer purchase orders, enter the first customer purchase order in the range. This field is only enabled if you clear the All Custs PO # check box.
To (Customer Purchase Order)	Enter the last customer purchase order in a range of customer purchase orders for which to display credit tasks, or click the Lookup button to select a customer purchase order. If you only want to display credit tasks for a single customer purchase order, leave this field blank. This field is only enabled if you clear the All Custs PO # check box.
All Required Dates	Select this check box to display credit tasks for all required dates. This check box is selected by default.
From (Required Date)	Enter a required date for which to display credit tasks, or click the drop-down arrow to select a required date. If you want to display credit tasks for a range of required dates, enter the first date in the range. This field is only enabled if you clear the All Required Dates check box.
To (Required Date)	Enter the last required date in a range of required dates for which to display credit tasks, or click the drop-down arrow to select a required date. If you only want to display credit tasks for a single required date, you can leave this field blank. This field is only enabled if you clear the All Required Dates check box.
From (Reminder Date)	Enter the first reminder date in a range of dates for which to display credit tasks, or click the drop-down arrow to select a reminder date. This defaults based on the default days to display credit tasks set up for your user ID in User Extended Options.
To (Reminder Date)	Enter the last reminder date in a range of dates for which to display credit tasks, or click the drop-down arrow to select a reminder date. This defaults to the current date.
All Tasks	Select this check box to display all credit task types. This check box is selected by default.
Credit Hold	Select this check box to display credit hold tasks. This check box is only enabled if you clear the All Tasks check box.
Credit Alert	Select this check box to display credit alert tasks. This check box is only enabled if you clear the All Tasks check box.
Review Date	Select this check box to display review date tasks. This check box is only enabled if you clear the All Tasks check box.
Over Limit	Select this check box to display over limit tasks. This check box is only enabled if you clear the All Tasks check box.
Credit Tasks	Select whether to display open, closed, or both open and closed credit tasks. Every credit task is initially marked as open.
Reviewed	Select whether to display tasks that were reviewed, not reviewed, or both reviewed and not reviewed. Every credit task is initially marked as not yet reviewed. For a credit hold task, double-click the task, or click the Credit Hold button in the ribbon to mark the task as reviewed. For a review date task, select the check box in the Reviewed column of the Credit Tasks grid to mark the task as reviewed.
Display Report	Select this check box to output the Credit Task Release Report when releasing multiple tasks at the same time. This check box is selected by default. You can use the Print Options tab to select options for the report.

Results Tab Fields and Buttons

Field or Button	Description
Primary Sort	Select a primary method of sorting credit tasks. You can select one of the following: Credit Customer Code Credit Customer Name Credit Status Credit Task Priority Ascending Priority Descending Reminder Date Task Status
Secondary Sort	Select a secondary method of sorting credit tasks. You can select one of the following: Credit Customer Code Credit Customer Name Credit Status Credit Task Priority Ascending Priority Descending Reminder Date Task Status
Credit Tasks	This grid displays credit task information based on the criteria selected on the Select tab. This grid includes the following columns: Reviewed Date - This column displays the date each credit task was last reviewed. Reviewed Time - This column displays the time each credit task was last reviewed. Created Date - This column displays the date each task was created. Created Time - This column displays the time each task was created. Created by User - This column displays the user ID of the user that created each task. Cancel after Date - This column displays the cancel-after date for each credit hold task. Status Note - Enter additional information for each credit task. User Defined 1-10 - These columns displayed information for the credit task user-defined fields. For information on which fields store data, see Factor Order Approval Import Format. Released - This check box is selected for tasks that were released from credit hold. Order Number - This column displays the sales order number for each credit hold task. Select - Select the check box in this column for credit hold, review date, and credit alert tasks you want to release. Selecting this check box for multiple credit tasks is a quick way to release multiple orders instead of releasing orders in Credit Hold Inquiry. Reviewed by - This column displays the user ID of the last user to review each credit task. Credit Status - Double-click to select a credit status reason code for credit hold tasks. For information on setting up credit status reason codes, see Credit Status Reason Maintenance. Order Class - This column displays the sales order class for each credit hold task. Required Date - This column displays the sales order primary required date for each credit hold task. Credit Team - This column displays the credit team associated with the credit customer for each credit task. Close - Select this check box to close review date and credit alert credit tasks. Credit Customer Code - This column displays the credit customer code for each task. Credit Customer Name - This column displays the credit customer name for each task. Closed by - This column displays the user that closed each credit task (if it was closed). Closed Date - This column displays the date each credit task was closed (if it was closed). Closed Time - This column displays the time each credit task was closed (if it was closed). Priority - Enter a priority for each credit task between 0-9. NOTE Priority can be in ascending or descending priority. Reviewed - Select this check box to mark review date credit tasks as reviewed. For a credit hold task, double-click the task, or click the Credit Hold button in the ribbon to mark the task as reviewed. Refreshed by User - This column displays the user ID of the user that last refreshed the status of each credit task. Task Status - This column displays the status of each credit task (Open or Closed). Credit Task - This column displays the task type: Credit Hold, Review Date, or Credit Alert. Task Date - This column displays the date assigned to each credit task Note This date can change from the initial value for credit alert credit tasks if the task is still open and the Credit Task Refresh process determines a credit alert condition. Task Reason - This column displays the reason associated with each credit task. For credit hold tasks, the reason may be one of the following: New Order Updated Order Voided Order Stop Orders Credit Suspend Reminder Date - Enter the next date that you want this credit task to appear. This defaults to the day the credit task was created, but can be manually overridden. Billing Customer Code - This column displays the billing customer code for each credit task. Terms - This column displays the sales order payment terms for each credit hold task. Preferred Shipper - This column displays the sales order preferred shipper for each credit hold task. Day of Week - This column displays the day of the week associated with the reminder date for each credit task. Allocated Amount - This column displays the allocated amount for each credit hold task. Open Order Amount - This column displays the open order amount for each credit hold task. Order Amount - This column displays the sales order amount (in the general ledger currency) for each credit hold task. Payer Customer Code - This column displays the payer customer code for each credit task. Payer Customer Name - This column displays the payer customer name for each credit task. Customer PO Number - This column displays the customer purchase order number for each credit hold task. Credit Hold Reasons - This column displays the reason for each credit hold task. If there are multiple reasons, this column displays Multiple. Billing Customer Name - This column displays the billing customer name for each credit task. Customer Code - This column displays the customer code of the sales order for each credit hold task. Customer Name - This column displays the customer name of the sales order for each credit hold task. Double-click a credit hold task to display Credit Hold Inquiry, which allows you to view the reason an order is on credit hold, and then release the order. Double-click a credit alert task to display Credit Alert Payment Statistics Inquiry, which allows you to view payment statistics for a customer.
Tasks	This field displays the total number of displayed credit tasks.
Order Amount	This field displays the total order amount of all displayed credit tasks.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	These radio buttons are disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.