Assigning the creditor classification for a client

Menu 1.7

Before you update the client, you must create a miscellaneous field (unless you use the same creditor classification for all clients), to contain the correct creditor classification. For more information on how to create a miscellaneous field, see Creating or changing client miscellaneous fields.

After you create a miscellaneous field, you can update each client with the correct classification.

To assign the creditor classification for a client:

1. From the Master menu, navigate to Data Entry > Client Update (menu 1.7).

   

2. In the Client Update screen, at the Enter Client # (?, /) prompt, type the client number, and press Enter.

   For a list of the commands available in this field, see Using client # prompt options.

3. In the Client Update screen, in the Cli Name field, type /M.

   For a list of the commands available in this field, see Using client name field options.

4. In the Client Misc screen, in the Cred-Class field, type one of the codes in the following table to classify the creditor, and press Enter.

   

   To specify this kind of creditor:	Type this code:
   Retail	01
   Medical or healthcare	02
   Oil company	03
   Government	04
   Personal services	05
   Insurance	06
   Educational	07
   Banking	08
   Rental or Leasing	09
   Utility	10
   Cable or Cellular	11
   Financial	12
   Credit Union	13
   Automotive	14
   Check Guarantee	15

5. At the OK to File? (CR=Y, N, ?) prompt, do one of the following, and press Enter:
   • To save, type Y.
   • To exit the screen without saving, type N.
   • To make changes, type /.
6. To complete setting up your credit reporting agency, go to Step 9 in Adding or editing business credit reporting agencies.