Credit Status Unity Account Screen (Alberta Council)

From SJA

Credit Status field in Unity indicates an accounts current “credit rating.” For those customers with the "insufficient credit flag” turned on utilize the "credit status" field as follows:

• “Blank” – this is the default for all new accounts and means the account has not applied for credit. Contact the Accounts Receivable Coordinator to adjust the status. This account is not approved for invoicing.
• “Approved” – This account is in good standing. If the “insufficient credit flag” is turned off the account is "approved" for invoicing. If the "insufficient credit flag" is turned on the account is cash/credit card only.
• “Declined” – This account is inactive and St. John Ambulance will no longer continue business with this account. This account is not approved for invoicing.
• “In Process” – This account is cash / credit card only until the Finance Department has completed a “credit check”. This account is not approved for invoicing.
• “Other” – Review the customer notes to see issues / circumstances with account and contact the Finance Department if necessary. If the "insufficient credit flag" is turned off this account is approved for invoicing. If the "insufficient credit flag" is turned on this account is not approved for invoicing.
• “Overdue” – This account in cash / credit card only until the Finance Department has received overdue payments and has re-assessed the accounts "credit rating". This account is not approved for invoicing.