Account List for Audit - Using a Smart Code to Find Accounts Using the Field “Decision met on S/Code”

In the "Account list for audit" on the second screen, "Additional selections" there is a field called "Decision met on s/code". This field will take any smart code you create, and use the decisions met on the smart code to create your audit.

Here is an example of finding accounts with a particular area code using the "Account list for audit".

First: Create a smart code to look for the area code in the ?-logic . In this example smart code 100 is looking at the home phone  for area code 301.

From the ?-logic of the smart code                                                                                          

 Field Name  - Condition - Value(Numbers,Characters)  

 GUARHOMPH   LT    3019999999 (Guarantor home phone (Area code first), less than)

 GUARHOMPH   GT    3010000000 (Guarantor home phone (Area code first), greater than)

“AND/OR (A,O)” put an  “A”

Then: On the back page put a “Y” in Do not allow if decisions are not met”

Second:  In the “Account list for audit” on the second screen, “Additional selections” there is a field called “Decision met on s/code”. This field will take any smart code you create, and use the decisions met on the smart code to create your audit… So, with the example smart code 100 I created, I put it in this field.

Now when the “Account list for audit” is run, it will use the criteria created on smart code 100 to select the accounts.

Keywords - Article Smart Code Audit Article Smart Code Account List