Introduction: Credit Status Maint (12-23)

Overview

This selection is used to create two character Credit Status codes, which are used in Master File Maint (12-20, Field 14) to describe the type of credit that the customer has with your company.

Examples of Credit Statuses include:

  • AV – Average
  • CD – Cash on Delivery
  • EX – Excellent
  • GD – Good
  • RV – Revoked

Special Notes

  • The following credit statuses are reserved and should not be used for anything other than the designated description:
    • CS – Credit Suspended
    • H – Credit Hold
    • WO – Write Off Account
  • The Credit Status selections in A/R Installment (13-23), A/R Revolving (14-23) and Rental (22-23) also use the list of Credit Statuses created in this selection (they all run the same program)
  • RDB Reports can be sorted by Credit Type
  • Credit Status is used in Cash Receipts when making a payment
  • Setting up a code to designate that an account has been sent for collections can be useful