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Changing Collections Activity Notes

1. Enter the six-character customer ID code for the customer whose collection activity notes you wish to change.

If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer ID code.

2. Command options will appear; select Change Last.

3. You may now make changes to the author and/or note field of last collections activity note entered. Press Enter when finished.

Note: You can only change the last note recorded. To change a previous note you must delete and re-enter.

4. Command options will appear; select Update. Your changes have now been added.

For more information on the Collections Activity Notes option see Collections Activity Notes.

 

Security Required : Receivables - Credit Management

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