Customer Accounts On Active Credit Control Procedure - Summary

Report Name

Customer Accounts On Active Credit Control Procedure -Summary

Objective

This report output summarises the Account Type, Credit Control Procedure and current stage by number of Accounts and Value of debt under treatment for customers in CMP Credit Control Procedures. The procedure will differ depending on the level of credit risk (signified by the account type). A report showing greater detail is available in CM003 - Customer Accounts On Active Credit Control Procedure –Detail.

Expected Frequency

Daily, Weekly or Monthly

Period

Snapshot

Output File(s)

Daily:

<YYYY-MM-DD> <ID> Daily Accounts On Active CC Proc Summary.csv

Weekly:

<YYYY-MM-DD> <ID> Weekly Accounts On Active CC Proc Summary.csv

Monthly:

<YYYY-MM-DD> <ID> Monthly Accounts On Active CC Proc Summary.csv

Output Fields
  • Account Type
  • Procedure (CC Procedure)
  • Stage(Current Stage)
  • Count of Accounts
  • Total Balance to Recover (Outstanding Debt)

Job Schedule Information

Schedule:

TBC - can be run Daily, Weekly or Monthly