Adjust Revolving Plans
Access
Use this routine to make the following types of adjustments to a customer's active revolving plan. For more information about revolving receivables, see the Revolving Receivables Overview.
CustomerEnter the code of the customer whose plan is being adjusted. You can click the Search button to access the Search for a Customer routine.
NameAfter you indicate the customer code, the customer's name from Customer Settings displays.
Co-signer, Co-applicantIf the customer's request for credit includes a co-signer, the customer ID and name is displayed below the customer name. If a co-applicant exists, the name displays below the customer name.
Customer Store, Home, Work, & Cell TelephoneThe following information displays for the customer you indicated: the store assigned to the customer, the home, work, and cell telephone numbers.
Due DayThe customer's due day (1-28) displays, based on customer, location, and control settings. (For information on how the due day is determined, see the Due Day field in Advanced Customer Settings.)
Active PlansThis area displays the plan codes for all revolving plans that are currently active for this customer.
Balance
Credit Limit $The customer's credit limit (if any) displays. If no limit was set, OPEN displays here.
Receivables $The customer's A/R balance is displayed.
Potential Receivables $The total open order balance due for this customer is displayed.
Available Credit $The amount of credit currently available to this customer displays.
PlanSpecify the code of the revolving plan being adjusted. Click the Arrow button to select the code from a list of active plans for this customer.
ActivatedThe date that the plan was activated for this customer displays. You cannot edit this field.
In DisputeThis label only appears if the plan you selected has items in dispute or the entire plan is in dispute.
Current Due $The amount currently due from the customer for this plan is displayed.
Last Charge $The date and amount of the last charge to the customer's account is displayed.
Last Payment $The date and amount of the last payment/credit to the customer's account is displayed. This amount includes customer returns.
Balance
Current $The total revolving amount due for the plan displays. This is the sum of the long term and short term amounts due.
Highest $This field displays the highest amount that the customer's revolving balance has ever been since the plan became active.
Global Actions
