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Sun Documentation -
Collect
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Page 1 of 2 OverviewAccount Details is one of the most widely used Collect functions. From this window a query handling clerk or credit controller can obtain all necessary information about the customer. This screen can be used to: maintain (add, change, delete) SunSystems Collect setup data, or, inquire and act upon collection details.
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Account This field displays the code of the currently viewed SunSystems account. The button will display the account master file for selection of another account. All If this is selected, the navigation buttons scroll through the full set of accounts as selected in the A/C types field below. Listing If this is selected, the navigation buttons scroll through those accounts that are linked to those contained in a To do List. You must run a Search Set first to access. Payment Notes Listing If this is selected, the navigation buttons scroll through those accounts that are linked to those contained in a To do List. You must run a To Do first to access. Name The name of the currently viewed account (from the SunSystems database). Credit Limit The credit limit of the currently viewed account (from the SunSystems database). Status / Priority / Terms These details are extracted from the SunSystems record. A/C types This field controls the selection of account types from the SunSystems database to be included in the account scroll process. Contact Details Tab The following is a list of the fields on the Contact Details screen : Click here to see a screenshotContactThis shows the name of the contact for the current account. PhoneThe general company phone number. DirectThe direct number to the company contact. MobileThe mobile phone number of the company contact. FaxThe company's fax number. EmailThe email address of the company contact. |