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AR170 - Customer Review Selection
**Form Purpose
Run Customer Review Selection (AR170) to create a workfile of customers for a
company. The workfile is used for customer review by analyst in Analyst
Customer Review (AR70). You can select whether to delete the resolved or
unresolved workfile records. The program produces a listing that shows the
number of workfile records added and deleted.
AR170 selects customers using the following criteria in addition to the
selection options you define on this form:
- Customers not currently in review.
- Customers whose Credit Limit Date plus Credit Review Days defined in
Customer (AR10.1) falls on or before the current system date.
- Customers whose Customer Review Date in Comments (AR17.1), if defined,
falls on or before the current system date.
- Customers that have exceeded their maximum credit limit percentage allowed
based on the Credit Limit and the Credit Percent Review defined in Customer
(AR10.1).
- National account customers whose National Account Review Date in Comments
(AR17.1), if defined, falls on or before the current system date.
- National account customers that have exceeded the Account Credit Limit
defined in National Account (AR12.1).
Note Inactive customers with a zero balance are not selected.
Updated Files
ARCDSELECT - Primary file updated by program. Checks for an existing record
with a status 0. If record exists, another record is not
created.
ARCUSTOMER - Updates customer review code.
CKPOINT - Use in program re-start logic.
MXLISTHDR -
MXLISTMBR -
NATBALANCE - Updates national account review code.
Referenced Files
ARCOMP - Obtains company information.
ARCSTMXVAL -
ARCUSTGRP - Validates part of company information.
CUCONV - Obtains a currency exchange rate.
CURELAT - Validates currency relationships.
CUSTDESC -
GLSYSTEM - Validates general ledger company information.
MAJCUSTCL - Validates and selects by major class.
MINCUSTCL - Validates and selects by minor class.
MXCATDEF -
MXELEMENT -
MXLISTDTL -
MXOBJCAT -
NATACCT - Accesses national account relationships.
WFSETUP -
INVOKED Programs
IFCU
IFAC
ACAC
ACCL
ACTA
API4
IFLU
IFOB
IFAU
IFSG
SLSE
SLSU
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