Supplier record - Communications

This is the status applied to the supplier’s record set on the Credit Control tab.

Tip: The status list can be amended to suit your business, from Settings > Configuration Editor > Account Status.

This is the stage you have reached in the credit control process with this supplier.

It is taken from the Credit Position setting on the Credit Control tab, which in turn can be updated to Good, Reminder, Legal or Warning.

This is the current balance on the account.

This is the amount of credit this supplier has allowed you, as set on the Credit Control tab.

Indicates the amount of money you have not paid on time.

The date appears here, but you can change this if required.

The type of contact made, and can be either Telephone, Letter/Fax/Email, Meeting, and shows whether the communication was made, sent or received.

The name of the contact stored on the supplier record appears here for you.

If you speak to someone who is not your regular contact, you can change the name.

Enter the reason or purpose of the communication here.

Use up to 30 characters.

The current balance of the supplier's account.

This is the outcome of the contact made or received. The contact outcome types include:

• No Contact
• Left Message
• Contact Made
• Call them back
• They will Call Back
• Reminder Letter Received
• Warning Letter Received
• Legal Letter Received
• Other Letter Received
• Send Letter
• Payment Promised
• Dispute

Record any promised payment that has been agreed during the contact is recorded here.

If any Follow Up date was recorded in the Communications tab during the communication, it appears here.

Any notes made in the Notes area in the supplier Communications tab, during or after the communication, appear here.

This is the name of the person who made the call. To change this, choose an alternative name from the drop-down list. The list of names available is based on the users set up in Settings > Access Rights.