Understanding Working Customer Accounts for Collection
You use the Account Balance Inquiry program (P03B218) to work customer accounts for collection. When you work an account, you enter a promise message that details the account activity, such as the person you contacted, the date you contacted them, and the terms of their promise to pay. You enter promise messages to better manage collection reminders, customer communications, and future actions.
When you enter a promise message, you also enter a tickler date. The system suspends all messages until the tickler date has passed. Based on the tickler date, the system generates a workflow message to notify you that the account requires attention.
The system considers an account worked only if each of these applies:
You enter a promise (activity type 30 only).
The account reaches the tickler date.
You run the Credit Analysis Refresh program.
You can display accounts that you have worked at any time by using the Worked option on the Account Balance Inquiry form.
The system displays an account record for each company for which the customer has invoices entered, as well as a summary record for company 00000, which reflects the total of all companies. To work all accounts for the customer, you must work every account for each company. Although working the account for company 00000 does not work the account for all companies for that customer, you could work company 00000 to indicate that all companies for that customer are worked. For example, you could limit the search to records for company 00000, and then work those records only.