Creating Status Codes
Updated: 08/03/2022
Article #: 110
Setup Status Code
Status Codes will display the current status for each customer.
- Common examples include: Active, Non-Payment, Collection, Disc. Perm, Deleted.
Setting up a New Status Code
1. Select System Tools > Database Setup > Customer & Billing Data > Status Codes.
2. Select 'New'.
3. Enter Status Name (short form) and Description (long form).
4. Select a Display color if desired.
5. Checkboxes have the following attributes:
- Active: Check if the current Status Code is an Active Status Code.
- Contrary to how it sounds, this checkbox will not mark a customer as 'Active'.
- All Status Codes mark customers as 'Active' unless the 'Stop Customer' box is checked.
- If the status is in use, always keep the 'Active' box checked.
- Include On Route: Check if the customer should still appear on the route, even if they are not receiving service due to being stopped.
- Produce Bill: Check if the customer in this status should receive a bill.
- Archive Customers: Check if the customer should be moved to an unseen archive but still remain in historical data reports.
- This is frequently used with Deleted customers, since Accu-Trax does not permanently delete customer data but rather archives it.
- Stop Customer: Check if the customer will have their services stopped when they are in this Status Code.
- Stop Customer is frequently used for delinquent accounts, inactive accounts, and vacation accounts.
- Marking a customer as Stopped will prevent their services from being delivered on route.
- Always Bill: Check if a customer should always receive a bill regardless of their balance being credit, debit, or zero.
5. 'Save'.
|
Rate this Topic:
|
|||
|
