Program Description
The Summary Of Contacts Report can be found on the Collections Reports menu (CO-4-4). The purpose of the report is to provide a detailed hard copy of past collection contacts for a specific, range, or all customers. The report prints the dates and comments that are stored in the collection contact records. The contacts are selected by a contact date range or all contacts. The total number of contacts are included. This report can be helpful if you have a collection operator who does not have access to a computer when they call customers. They can print the prior contacts and have that information available while they are talking to the customer. The report can also be used to print a hard copy of the collection activity contacts in the system. Contacts generated through the past due index as automated collection records will not be included on the report. These contacts are generated to activate a collection activity contact. The contact made from the automated records appear on the report but the initial automated record does not.
Rev 14 Changes
This report used to page break between customers. The report will now prompt “Page Break Between Customers (Y/N)”. If N is entered, the report will not print a page break between customers.
Example:
Fields:
Beginning Customer Number, A'll Or E'nd
Enter a specific or beginning range of customer numbers. Enter A to include all customers. Enter E to exit the report. (8 Alphanumeric)
Ending Customer Number
The customer number that was entered as the beginning appears as the default customer number. Pressing return accepts the default. To override, enter the desired ending customer number. If an ending number is input that is less than the beginning, the prompt Beginning Customer Greater Than Ending appears. The cursor returns for re-input. Contacts are only printed for customers that have a customer number within the designated range. (8 Digits)
Beginning Contact Date Or A'll
To print all existing contacts for the selected customers, enter A for all. To select a specific date range of contacts, enter the desired beginning contact date. If an invalid date is entered, the prompt Invalid Date---Enter Again appears, and the cursor returns for re-input. (MMDDYY Or A)
Ending Contact Date
The date that was entered as the beginning date appears as the default ending date. Pressing return accepts the default date. This can be overridden, if desired. When a beginning and ending date is entered, only contacts with a contact date that falls within the specified range are printed. If an invalid date is entered, the prompt Invalid Date-- Enter Again appears. The cursor returns for re-input. If an ending date is entered that is less than the beginning, the prompt Beginning Date Is Greater Than Ending appears. The cursor returns for re-input. (MMDDYY)
Results:
The report only includes customers within the specified customer range and contacts with a contact date within the specified contact date range. When printing for more than one customer, the report form feeds to a new page per customer. The customers print in smallest to largest customer number order. If a customer has more than one contact within the specified date range, the contact with the most recent contact date prints first. The contacts are printed in most recent contact date to oldest contact date order. Contacts generated through the past due index as automated collection records do not print if their next contact date on the contact equals the transaction date entered when running the report. The reason for this is to prevent automated contacts that have not been contacted from printing. See the following example of the report.
The following information is included for each customer:
Customer Account Number, Name, Phone Number (from field 8 In Customer File Maintenance), Full Address, City, State And Zip Code
DATE OF LAST PAYMENT
The last payment date that is stored in the CUSTD File. This date is updated by the Cash Posting program.
AMOUNT OF LAST PAYMENT
The amount of the last payment stored in the CUSTD File.
CURRENT AR BALANCE
The current AR balance of the contacted customer.
The following information is printed for each contact:
CONTACT DATE
The date the contact was entered into the computer.
CONTACT NAME
The name of the person that was entered as the contact name when the contact activity was entered.
CALLER INITIALS
The initials of the collection operator that were input on the contact.
HANDLING STATUS
The description of the handling status code that was input on the contact.
AR BALANCE AT CONTACT:
The AR balance of the customer that was contacted at the time the contact was entered.
PROMISED PMT
The promised payment date that was entered on the contact.
PARTIAL PMT
The partial payment date that was entered on the contact.
NEXT CONTACT
The next contact date that was entered on the contact.
DISPOSITION
The description of the disposition code that was entered on the contact.
CALL COMMENTS
All of the comments that were entered on the contact.