Review pending customers

Customers that are not to pend for overdue during normal order processing can be tagged to be included on the permanent pending exception list, using this option.

This program allows maintenance of the Customer Pending Exception Work List via the following three options.

• Select a customer for exception.
• Remove a customer from the exception list.
• Display customer history so a customer’s history can be checked before finalising a decision on whether or not they should be exempt from pending.

Debtors class is one of the initial selection criteria and this is useful if the debtor’s ledger has been split into sections per credit controller responsibility.  This account allocation per credit controller can be achieved by assigning Debtors class codes to the accounts and printing the trial balance accordingly.

1. In the menu, expand Base Modules > Distribution > Order Processing & Billing > Pending > Set Pending Exceptns for O/Due and double-click Review  Customers that will Pend. DSE026 Overdue Customers selection panel appears.
2. Enter the Debtor class you want to select on.
3. Enter the Start customer account if you want to select starting from a specific customer otherwise leave it blank.
4. Click OK. 
5. Take one of the following actions.