Customer Settings

Description

Collections Settings Section

Collector

Select the Collector from the list to be responsible for customer correspondence.

A category of “No Collector” is available for unassigned accounts.

Collectors are defined as having a Labor Type of “Collector.”  See the AR Credit & Collections User Setup for details.

The Collector and Alert Group values can be automatically set based on custom class through the Setup Customer By Class setup.

Alert Group

Select a group from the list to be assigned to the customer.  An alert group links a customer to predefined criteria used in evaluating the alert status and messaging.

Note: All customers are automatically linked to a default alert group.  Setting this field will override this default. 

Refer to Alert Group Definitions for more information.

The Collector and Alert Group values can be automatically set based on custom class through the Setup Customer By Class setup.

Credit Limit Type

The Credit Limit Type can be set to one of the following:

No Credit – Customer has no amount of credit with the company

Unlimited – Customer has no limit on the amount of credit that can be offered to them on the part of the company

Amount – Customer has the dollar amount specified in Credit Limit for the amount of credit offered them on the part of the company

Credit Limit

This is the dollar amount of credit granted to the customer.  This setting will only be interpreted when the Credit Limit Type is “Amount.”

Setting the Credit Limit to a zero dollar amount will set the Credit Limit Type to “No Credit.”

The Credit Limit can be used to trigger an alert.  See Alert Group Definitions for more information.

Note: This value is available to be used when evaluating criteria that triggers an alert.  See the Alert Criterion section for details.

Customer Contact Information Section

Add

Opens the Add Customer Contact dialog allowing the user to define a new contact for the customer. 

Refer to Adding and Editing Customer Contacts section for more information.

Edit

Opens the Edit Customer Contact dialog allowing the user to update customer contact information.

Important: Address ID cannot be changed once it is set.

Refer to Adding and Editing Customer Contacts section for more information.

Save

Saves all changes made in the Collections Settings section as well as those made to the contacts. 

Important: New contacts will not be saved until Save is pressed.

Cancel

Cancel discards all changes made to the customer settings including adding and editing of contacts.