Customer Review Selection (AR170)

Run Customer Review Selection (AR170) to create a workfile of customers for a company. The workfile is used for customer review by analyst in Analyst Customer Review (AR70). You can select whether to delete the resolved or unresolved workfile records. The program produces a listing that shows the number of workfile records added and deleted.

AR170 selects customers using this criteria in addition to the selection options you define on this form:

• Customers not currently in review.
• Customers whose Credit Limit Date plus Credit Review Days defined in Customer (AR10.1) falls on or before the current system date.
• Customers whose Customer Review Date in Comments (AR17.1), if defined, falls on or before the current system date.
• Customers that have exceeded their maximum credit limit percentage allowed based on the Credit Limit and the Credit Percent Review defined in Customer (AR10.1).
• National account customers whose National Account Review Date in Comments (AR17.1), if defined, falls on or before the current system date.
• National account customers that have exceeded the Account Credit Limit defined in National Account (AR12.1).