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==ACTION NOTICES ==
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Action notices are used for the purpose of tracking possible
cancellation or NSF checks. This process is also known as
pending cancellation and by using this method you can avoid
problems such as employee being paid on a deal that is not a
payable contract.
Hi-light Action Notice and press <ENTER>. It will bring you to
the following menu.
+------------------------------+
| ACTION NOTICE MENU |
+------------------------------+
| ENTER INFORMATION |
| Action Notice Log |
| Current Action Notice Report |
+------------------------------+
==ENTER INFORMATION==
It is imperative that all of the information available be entered
accurately and at the time of occurrence, for tracking purposes,
and the duties of the collection department are entirely
dependant upon the information entered in this menu.
When you enter "Action Notices" the first item on the menu is
"Enter Information", This is the menu selection that is used to
place or remove an existing contract into "Action Notices".
Enter the into the "Find by Menu", make you selection and enter
into the contract that you need to make adjustments to.
You will then see a screen comparable to the one formatted below.
John_______ Dow___________ CONTRACT#: 12345
Jane_______ Dow___________ STATUS: N
WRITTEN: 12-01-90
1234 Anywhere Drive________ FULL DOWN: 12-01-90
Anyplace_______NY_12345____
407-555-1212 407-555-1313
651/23 ____/ 0 ____/ 0
+------------------------------[EDIT INFORMATION]-------------------------+
| |
|ACTION NOTICE DATE: 12-21-90 |
|SAVE DATE.......: |
|PERSON..........: 0 |
|ACTION TYPE.....: _ |
|GENERAL COMMENT:______________________________________ |
|ACT NOTE COMMENT:_____________________________________ |
| |
+-------------------------------------------------------------------------+
KEY 0
F7 UNIX MENU F9 PREV F10 NEXT
===Action Notice Date:
Enter in the date that you received the cancellation letter,
or the notification from the bank, indicating an NSF check.
It is defaulted to enter the current system date, if the date
is incorrect, then make your adjustments.
==Save Date:
This is used if someone has called and saved the deal from
canceling, or the check was re-deposited and cleared. Enter
in the date that it was saved. If you are placing this in
action notice, just press <ENTER>.
==Person:
Enter in the person's employee number that is handling the
deal.
==Action Type:
Enter in a single letter code for the type of action notice
listed below:
*L for letter
*N for NSF
*U for unknown.
==General Comment:
Any comment placed here can be viewed under the comment area
in the mkdaily menu.
==Act. Note Comment:
Any comment placed here can be viewed by printing a current
action notice report, or by entering into the contract through
action notices.
Now press <F2> to save. It will bring you back to the "Find By
Menu", if you have more to place in action notice make your
selection and continue on. When finished press <ESC> to return
to the menu.
== 2.ACTION NOTICE LOG
This is a report that will print out a log of the activity with
contracts that have been in action notice. It will also give you
a total at the bottom of the report. This total will list how
many of the action notice deals were letters, NSF, and other,
also it will total by sales line and show how many were saved and
by the salesperson that saved them.
The second item on the menu is the "Action Notice Log" and press
<ENTER>. Enter in the dates that you need to complete your
report. It then will ask you how many copies, enter in the
number desired and press <ENTER>. It will print at your default
printer.
Below is a sample of the report and the headings for the
information that will print. This report has been made smaller
for the exhibit. It will normally print on 14 7/8 by 11 inch
computer paper.
Below is a description of the fields that will print in the
report.
ACTION NOTICE LOG
Date range: 06-15-90 to 06-30-90
+----+----+---------+----+------+------+--------+------+----+----+----+-------+
|Unit|Type|Knum |A.N |Status|If CXL|Came out|Letter|NSF |A.N.|Comm|Comment|
|Week|Line|Purchaser|Date| | Date|of A.N. |Save |Save|Went|Save| |
+----+----+---------+----+------+------+--------+------+----+----+----+-------+=
a/b c/d e/f g h i j k l m n o
=============================================================================
Total Count: p Still in AN: q CXL: r
AN by type Recission Letter: s NSF: t
==Other:
==AN By sales line:
==Saves by persons:
a. 312-the unit owned
b. 22-the week owned
c. L-the type of action notice,
letter, nsf, etc.
d. CD-the sales line or office
e. 444-contract number
f. Smith-customer's name
g. 06-01-90-date placed in action
notice
h. F-status of contract, cancelled,
full down, etc.
i. 04-05-90-if contract is cancelled
this will be the date of cancellation
j. 05-05-90-date when and if contract was
saved
k. YES-when a contract has been placed in action notice due to a
letter received
l. YES-when a contract has been placed in action notice due to a
NSF check
m. persons name of who this deal was given to to try and save from
cancellation
n. commission due to employee for the saving of the contract
==CURRENT ACTION NOTICE REPORT
The next item on the menu is the "Current Action Notice Report".
This report will list in box form all of the contracts currently
in action notice. It will list date placed in action notice, the
customers name, address and phone, unit and week, sale price,
sale date and comments. It will give a total number of contracts
in action notice and a total dollar amount in action notice.
Hi-light "Current Action Notice Report" and press <ENTER>, it
will then ask you for "number of copies", enter the number
desired and press <ENTER>. It will then tell you that your
report is run in the background, you will be alerted by mail when
finished. It will print on your default printer.
This menu effects various reports and menus throughout your
system. Action Notices is a crucial step in the maintenance and
record keeping of the entire contract processing procedure,
and employee information
Copyright Magna Computer Corp. 2006
