Contract Management
How to View credit status and get an order released by credit control
In Rtis/Realtime and Manual via email
Menu selected Contract Management ……………Topic from within Menu…Customer List….
The below steps will show you what the credit status of customer is and who the credit controller is these septs are used when entering a new contract if the first page of the contract set up has a credit red warning follow the below steps before proceeding with sending Material schedules that the BDM send to the customer
- Step A - is view credit status and who is the credit controller
- Step B - is the manual process for content on the email to credit controller
How to view credit status and who is the credit controller
Select contract management menu
Select customer list
In customer field search for customer
View account status column
(This shows the status of the account)
View sales rep column
(Shows who the BDM is)
View credit controller column
(This details who the credit controller is)
manual process and content on the email to credit controller
Email credit controller
Copy in BDM
In subject matter type the following:
- Customer name
- Contract number
- Call off number/s
In the body of the email include the below:
- Call off dates
- Ask for order to be released
Set a reminder flag for 48 hours after sending email to chase:
- Select follow up flag from top tool bar of email
- Select add reminder
- Select a date to be remaindered 48 hours away
- Adjust the time by selecting a time from the drop-down arrow
- Click OK
C - View call off on credit hold and export to excel
From the contract management menu select call off lists and select your branch
Filter the due date column to this month
Filter the C/C Status to show all on credit hold
Select the export tab
New window appears select export to excel ( report style) this export can now be manipulated to what data you wish to send to credit controller to get released for despatch
