To resolve customer reviews

  1. Access Analyst Customer Review (AR70.1).
  2. Select the company and credit analyst to display customers selected for review. You can select whether to display transaction amounts in base currency or transaction currency.
  3. To resolve a customer review click the More button. This opens Analyst Review Detail (AR70.2). Select an action to resolve the customer record. Use the following guidelines to enter field values:
    Action Taken

    Select Called or No problem to update the customer's last review date.

    Select Other Actions to set a new review date, request a dunning letter, update the customer's credit limit date, or put the customer on credit hold.

    Next Review

    Type date for the customer's next review. Must be later than the current system date.

    Dunning

    Select a dunning text number to have Dunning Letter Print (AR161) print this dunning letter for the customer. Must be a valid dunning text number in Dunning Text (AR18.1).

    Comments

    Click this button to add comments to the customer record.

    Contacts

    Click this button to view additional contacts.