Using Contact Types in Accounts Receivable

Using Contact Types in Accounts Receivable

Contact types are descriptive titles for actions taken on contacting customers over past due balances, or other notes that you want users to know while in the areas that notes are viewable.

Setup:

In ACR > Setup Information > Screen 4 of 4, set up your contact types. Example:

1. 1^st phone call

2. 2^nd phone call

3. 1^st letter sent

4. 2^nd letter sent

5. Final Letter

6. Turn For Collections

7. Attorney Notice

8. Sue

Then, mark the Yes/No flags to where you want these notes to be visible. There will be a yellow post it button illuminated where you say Yes to making the notes available.

Open

Open

Then, in Customize > System Security, make sure the ACR > Account Balance Inquiry security option is set at a high enough level. To be able to add and delete contact information, this must be at a level 6.

Adding the Contact Types

To add the contact types themselves, go to ACR > Account Balance Inquiry > Pull up the name ID > Select the location line > Choose option 12. Contact Information. Choose Insert.

Input your contact type and any other information you would like to document.

Reading a Contact Summary Record

1. Entered: This is the computer’s DOS date and time.

2. Description: This gives a general description of the contact.

3. Reference #: This could be the name of the contact person, the receipt number for certified or registered mail, litigation reference, court docket number, or other information.

4. Amount: This is the agreed upon payment amount.

5. Type: This is the code number for the contact type.

6. Promise: This is the date that the customer has promised payment.

Reviewed:SMW