Quantum VS Help: Credit Control And Reviews

Previous  Next  

Defining The Rule's 'Check' Criteria

When adding a new Rule to a Ruleset, the Check section (the upper area) of the Insert Rule window enables you to define customer accounts to which Actions will be applied when the Credit Review is run.

 

It is possible to set up a wide variety of Check conditions. In the following example, our Rule's 'check' criteria is as follows: Check customer accounts whose account balance is greater than 80 per cent of their credit limit.

 

CreditS_RuleInsertCheck.gif

 

To define the Rule's 'Check' criteria, use your mouse/Tab key to select criteria in the following fields:

 

Field

Definition

 

Field

 

Select one of the following customer fields:

 

  • Account Balance

  • Balance (Next Month)

  • Balance (Current)

  • Balance (30 Day)

  • Balance (60 Day)

  • Balance (90 Day)

  • Balance (120 Day)

  • Balance (150 Day)

  • Unapplied Cash

  • On Order Balance

  • Gross Sales MTD

  • Disputed (Current)

  • Credit Notes MTD

  • Credit Limit

  • Account Status

  • Account Terms

  • Date Opened

  • Date Last Paid

  • Club Monitor

  • Company Monitor

  • Credit Review Type

  • Todays Date

  • Account Type

  • Disputed (Next Month)

  • Disputed (30 Day)

  • Disputed (60 Day)

  • Disputed (90 Day)

  • Disputed (120 Day)

  • Disputed (150 Day)

 

Note: For any date-related field (e.g. Balance (Next Month) you may use the Include Prior option - see below.

Operator

 

Select one of the following Operator fields:

 

  • Is equal to

  • Is greater than

  • Is greater than or equal to

  • Is less than

  • Is less than or equal to

  • Is x% of

  • Is greater than x% of

  • Is less than x% of

 

Note: If you select any option requiring you to input an x value, enter it using the x = field - see below.

Value

 

Select either:

 

Use Lookup: Then use the menu below to select from one of the fields listed under Field (above). For example: Account Balance (Field) is greater than (Operator) Credit Limit (Value).

 

Or:

 

Enter Value: Then enter a value. Options available are context-sensitive, based on your Field (above) selection.

 

If the Field selection is date-related (e.g. Date Last Paid), you must select/enter a date.

 

Other options are given for other Field selections; for example,  Account Status is Normal/Monitor/Account On Stop/Account flagged for deletion.

 

Include Prior

 

If you selected a date-related Field - such as Balance (Next Month) - you may use next month's data by checking the Include Prior field.

 

x =

 

If you selected an Operator requiring you to input an x value, enter it in this field (e.g. Account Balance is greater than 80% of Credit Limit).

 

 

You have now entered the rule's Check criteria. You must now define the rule's True and False actions in the lower part of the Insert Rule window.

 

NEXT: Adding, Deleting And Moving Actions Within Rules