1. Enter the six-character customer ID code for the customer you wish to inquire about.
If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer ID code.
2. Command options will appear; select Add.
3. A Collections History window will appear with the date and time. Enter your initials in the Who field and enter your message in the Notes field. Your note may be up to 58 characters.
4. Command options will appear; select Update to save the note. Your collections activity note has been saved and will appear at the top of the list.
For more information on the Collections Activity Notes option see Collections Activity Notes.
Security Required : Receivables - Credit Management
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