Sales Ledger Help
Information in the Credit Management Centre is displayed at three different levels. Firstly an overall view for your company - including all your customers, secondly a view of details of individual customers and thirdly a view to the actual transactions. A diary view is also provided so you can record and view any actions that have been recorded.
By default this tab displays a customer-level view that lists the customers that owe you money. A number of options are available so you can control which accounts are displayed, including those with zero balances.
Accounts with the largest overdue value are shown first. You can find other customers in the grid using CTRL+F or by clicking the arrows in the vertical scroll bar.
All actions with assigned function keys (F2 - F12) are automatically displayed on the desktop if the Show Accelerator Key Toolbar box on the System Manager - Preferences form is selected.
Open the Sales Ledger
folder and then click Credit Management or click the Financials tab
and then click Sales Ledger
- Credit Management
on the 
Ribbon Bar.
Select the Accounts tab.
To include just customers that have overdue invoices, include just customers who are over their credit limit or include all customers, click the Overdue Accounts, Over Credit Limit or All Accounts boxes. You can also choose the credit management groups that you want to include in the grid.
Diary actions can be assigned for the required date and time to any users in Opera 3. Promised values and dates can also be added from the Accounts and Transactions tabs for the situation where customers commit to paying some or all of an outstanding invoice. When tasks are completed they can be updated with a predefined outcome code.
The
current week is selected automatically on the calendar when the Diary tab is opened. To select different
days, simply click and drag the mouse pointer from and to the required
dates.
From the Action menu, select Diary Action - New Action. The Diary Actions form is displayed.
Update the boxes on the form.
Select OK.
Select
F3 to see both completed actions
and those that have not been marked as completed.
If the Accounts tab is selected you can put one or more accounts on stop, change the credit limits and change the Credit Management Group. A note is automatically added to each affected customer record when accounts are placed on stop or taken off stop.
One or more customers must be selected before the Credit Control form can be opened.
A report is displayed before the accounts are updated. You can decide not to update the accounts after the report is shown.
Select the customer or customers that you want to update:
To select one customer, click the customer in the Customers grid and select (Un)Tick from the Action menu or press F11.
To select all customers, select (Un)Tick All from the Action menu or press F12.
Select Credit Control from the Action menu or press F6.
Update the boxes on the form.
Select OK.
If
you need to update many accounts at the same time you can use the Overdue Accounts, Over
Credit Limit or All Accounts
boxes to filter the accounts that are displayed. You can also use the
Overdue Filter form to filter
the accounts.
You can enter various details that rate the credit worthiness for the selected customer. This includes the company registration number, credit rating and credit score (for example from online credit checking companies), 'last checked on' date as well as any notes you need to keep.
Select the customer that you want to update. To select a customer, click the customer in the Customers grid and select (Un)Tick from the Action menu or press F11.
Select Credit Rating from the Action menu.
Update the boxes on the form.
Select OK.
You
can print debtors letters, customer statements and diary actions and promised
payments reports by selecting the respective report from the Action
- Reports menu. You can also export the graphs on the form to Microsoft
Excel.