Bad Debt

Bad Debt

Info
Module:  Order Detail Screen
Topic: Bad Debt
Version(s): Version 5.1 and up 
Editions: Standard, Commerce, Call Center


IdeaYou can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Mark as Bad Debt to report on the action button usage

What is the function of the Bad Debt Button?

Items in ‘Item Fatal Authorization’ status can be marked as ‘Item Bad Debt’ on the order details screen by clicking the button ‘Bad Debt’.

Connect the Dots

Where will I see this within OLX?

You will see the Bad Debt Button on the Order Detail Screen.

What Reports can be pulled?

  1. Customer Service Activity Report Definitions
  2. Item Status Report Definitions

What Imports/Exports Relate to the Bad Debt Button?

  1. at this time there only custom exports for Bad Debt status, please open a ticket to inquire if you need to export bad debt only line items to your finance team and/or vendor.


Trouble Shooting

  1. The line items are not displayed on the pop-up screen

    1. Check the item status
      1. if item status is not fatal authorization, you will not be able to mark as bad debt

How To




AlertOnly items in the following status are eligible: Item Fatal Authorization

Setting an Item on Hold:

Click on the Bad Debt button will open a new window showing all the items in ‘Item Fatal Authorization’ status on the order. 


  1. The Bad Debt Items pop up window will appear.
  2. Select the items you wish to move to Bad Debt.
  3. If you want to select all the items, click the Check All link.
  4. Choose a reason from the reason drop down list.
  5. Enter any notes about the item in the notes section.
    1. notes here will display on the customer record
  6. Click the Save button to save your changes and mark Bad Debt the selected items.
    1. To cancel any of the current changes you have made, click the Cancel button. This will close the Bad Debt Items window without saving any changes.
  7. The line items will go to Item Bad Debt.
 
Copyright 2019
Revised 5.12.2026

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