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Credit Control Processes

The following processes are available in the 'Credit Control' category. Click the links for further details:

 

Process

Purpose

 

Bulk Credit Authorisation Update

 

Creates new unused Credit Authorisation codes. Can be used to delete certain types of Credit Authorisation record up to a specified date.

 

Set Change Status Flags

 

Sets - or changes the status of - Account statuses for a selected range of Customer Accounts.

 

Set Clear Stop Flag

 

Sets - or clears - 'stop' flags for a selected range of Customer Accounts and Account statuses, based on whether or not the Account is overdue or exceeding the credit limit.

 

 

NEXT: Bulk Credit Authorisation Update