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Reviewing the Activity Log

Reviewing the Activity Log

Concept

As part of your credit and collection efforts, you can use the Account Activity Log program (P03B51) to review a history of credit and collection efforts and to show patterns and trends of customer habits. The account activity log enables you to review a list of all the credit and collection activities associated with a customer, such as the date when statements, delinquency notices, and delinquency fees were generated, as well as when their credit limit was changed or reviewed.

 

From the list of activities associated with an account, you can access and review detailed information about a specific activity. For example, if the activity indicates over credit limit, you can access credit review information that displays how much the customer has exceeded the credit limit and the customer’s original credit limit.

 

If an account has a large number of delinquency processes or collection reviews associated with it, you might consider it a problem account. However, if very little activity is associated with an account, then you might consider it to be performing well.

 

In addition to reviewing credit and collections online, you can print the activity log using the Print Activity Log program (R03B31). The system stores information about the activity log in the Customer Activity Log table (F03B31).

 

 

Procedure

In this task, you will review different activities messages in the account activity log.

Step Action
Navigate to the Account Activity Log program (P03B31) on the Credit/Collections Management menu (G03B15).

Click the Credit/Collections Management menu.

Click the Account Activity Log menu.

Use the Account Activity Log form to review and delete account activity messages.

Also, as an alternative to deleting account activities, you can purge them.

Step Action
First, review the over credit limit activity message.

Click in the Customer Number field.

Use the Customer Number field to enter a user-defined number that identifies an address book record.

The system creates activities by company for each customer.

Enter * in the Customer Number field to review all activities for the customer regardless of company.

Enter the desired information into the Customer Number field. Enter “3333“.

For promise activities (activity type 30), the activity date is the tickler date, which normally contains a date in the future; therefore, you might need to change the Activity Date thru field to a future date to display promise activities.
Click the Find button.

The system displays activities for an account by activity date and type.
Click the 21 option.

Click the Select button.

Use the Over Credit Limit Review form to view your customer’s credit limit usage.

Step Action
Click the Cancel button.

Step Action
Next, review the delinquency fee applied activity message.

Click in the Customer Number field.

Enter the desired information into the Customer Number field. Enter “3004“.

Click the Find button.

Click the 50 option.

Click the Select button.

Use the Work With Delinquency Fee form to select an invoice with delinquency fees.

Step Action
Click the 3004 option.

Click the Select button.

Use the Delinquency Fee Detail form to review each invoice and the amount of the fee that is generated for that invoice. For credit memos, the system generates a credit fee to reduce the total amount of the fee.
Depending on the activity types, you can approve or reject delinquency fees by selecting the fees and then selecting the Approved or Rejected option.

Step Action
Click the Cancel button.

Step Action
Click the Close button.

Step Action
Click the Close button.

You have reviewed different activity messages in the account activity log.

End of Procedure.

Ayman Refat
Over 20 years of experience in IT area, working as Oracle JD Edwards Developer with expertise in Windows Server, SQL Server and Microsoft Exchange Server, experience in Linux operating systems (Debian and Redhat), VMWare ESX / ESXi, Novell Netware, relational databases like Oracle 10/11g and backup solutions from Computer Associates. Large experience in high-end servers from Dell and HP, having the following certifications: Microsoft: MCP, MCSE, MCDBA, MCSA and MCT (2008 ~ 2013), Computer Associates: Technical Specialist – Storage and Backup Solutions,
http://www.AymanRefat.com

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