Related topics: Change Debt Status, Write Off Bad Debts, Reverse Bad Debts Written Off

This option, found on the Transactions menu, enables you to change the Debt Status of outstanding Sales Ledger transactions.

The Debt Status of a transaction can be calculated and set by the system using the System Control settings you have defined for the Credit Control module or can be selected by you.

A transaction is current until it reaches it's Due Date, as defined by the Terms you have entered for the Customer, when it becomes Due.

A transaction is Due until it becomes Overdue by reaching the number of days past its Due Date as defined by you in the System Control settings for the Credit Control module.

These Debt Statuses, Due and Overdue, can be calculated and set by the System.

Other Debt Statuses you define in the System Control - Credit Control module, can only be set by you using the Change Debt Status feature.

You simply search for the transactions by Customer Code, current Debt Status, Due Date or Credit Controller and change then you can change the status of the transactions individually or in bulk.

Clicking the Display icon on the search window will populate the Change Debt Status window with transactions that match any criteria that you enter in the fields on the window.

You can enter search criteria to select transactions by Customer Code or Name; Sort Key; Debt Status; Due Date or Credit Controller ID.

Clicking the search icon alongside any field will display a list of codes or values from which you can select an item to populate the field.

When you have entered the criteria that is to be matched, click the Display icon to activate the search and populate the Change Debt Status window.

Searches can be saved using the Save Search feature and retrieved for use by clicking the Select Search icon.

Clicking the Clear icon will clear the fields on the search window.

The Search window can be re-opened from the Change Debt Status window by clicking the Search icon.

When the search is activated, this window will display a list of the transactions that match the criteria entered.

The list can be sorted by any of the columns by clicking on the column header.

Selecting lines in the list and clicking the select button will switch the process status of the lines from NO to YES and vice versa.

The select all button will switch the process status for all lines in the list.

The process status can also be changed with a double click.

Only the lines that are set to YES will be processed.

Displayed when you select OK on the Change Debt Status window, the Process Options window enables you to change Debt Status of the selected transactions.

Only transactions that do not contain a User defined Debt Status will be updated.

When the Debt Status is updated using this feature:

When changing the Debt Status of a transaction, the date of the change and the User ID of the user who has made the change will appear in the Credit Control Notes along with the details of the change made.

OK When you have made your selection, click the OK icon to update the transactions.

The Process Options window will close and you will be returned to the Change Debt Status window.