Summary / TL:DR: This article will show you how to change a customer’s credit status. This process is used for Block Request tickets.

This is a client specific screen that allows the businesses to set a credit status for that specific Affiliate.

Note:
If the Credit Status Type is 'blank" (like below) that means the customers activity is normal within Advantage.

Customer Credit Status by Affiliate Maintenance Dialog Box

Field	Description
Affiliate Code*	This identifies a group of offices within a company.
Agency Status	This indicates whether this customer has been or needs to be assigned to an agency.
Collection Agency	This identifies the collection agency to which this customer has been assigned.
Credit Status*	Value that indicates the credit level the customer falls into
Customer Number*	The 12 digit number which identifies the customer or account.

*Required fields

Affiliate Codes - Only use there ten codes

Note:
The highlighted values in yellow are to only be used by EPP.

Field	Description
Credit Status	Value that indicates the credit level the customer falls into
Credit Description	Credit status long description
Credit Status Type	The value/category which is used to describe the credit status of the customer.

Select the Add Icon

Fill out the Customer Credit Status by Affiliate Maintenance dialog box

Customer Number*

Affiliate Code*

Credit Status*

Then Select OK

Select the Pencil Icon

Change the desire values in the Customer Credit Status by Affiliate Maintenance dialog box

Credit Status

Collection Agency (if applicable)

Then Select OK

Select the Delete Icon

Then Select OK on the next dialog box

You should now know how to change a customer’s credit status.

Still need help?

We know this can be frustrating. To get further help please open a Support ticket.

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