Dormant Account exclude some accounts

  • kda
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13 years 11 months ago #9597 by kda
Dear All,

Please help me urgent, usually dormant account when the accounts do not txn of customer over one year, it will mark as dormant account(over one year) but i want to exclude some accounts or categories of those account not allow them fall into dormant however it has not txn over one year.

Thanks

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13 years 11 months ago #9605 by jpb
Hi kda,

are you talking about IC.UPDATE.INACTIVE job to set the field INACTIVITY.MARKER in ACCOUNT according to INACTIVITY.MONTH in COMPANY ?

There is no core solution for that, you have to create your own routine.
Beside setting the field in ACCOUNT make sure to update Fxxx.ACCOUNT.INACTIVE

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13 years 11 months ago #9609 by kda
yeah, could u explain me

Thanks

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13 years 11 months ago #9612 by jpb
Try this :
SUBROUTINE LOCAL.IC.UPDATE.INACTIVE.SELECT
*********************************************************************
* This is the .SELECT routine of LOCAL.IC.UPDATE.INACTIVE           *
*********************************************************************
$INSERT I_COMMON
$INSERT I_EQUATE
$INSERT I_F.ACCOUNT
$INSERT I_F.COMPANY
$INSERT I_IC.UPDATE.INACTIVE.COMMON
*
*---> YINACTIVE.DATE TO BE USED AS COMPARISON TO DATES, IS SET IN .LOAD FROM FIELD IN COMPANY
*
      YSELECT.STATEMENT  = "SELECT ":FN.ACCOUNT:" WITH CUSTOMER NE ''"
      YSELECT.STATEMENT := " AND WITH INACTIV.MARKER EQ ''"
      YSELECT.STATEMENT := "AND WITH DATE.LAST.DR.CUST LT ":YINACTIVE.DATE
      YSELECT.STATEMENT := "AND WITH DATE.LAST.CR.CUST LT ":YINACTIVE.DATE
      YSELECT.STATEMENT := "AND WITH --> YOUR CRITERIA HERE <---"

      LIST.PARAMETER = ""
      LIST.PARAMETER<1>=""
      LIST.PARAMETER<3> = YSELECT.STATEMENT
      CALL BATCH.BUILD.LIST(LIST.PARAMETER,'')

      RETURN
   END
SUBROUTINE LOCAL.IC.UPDATE.INACTIVE.LOAD
*********************************************************************
* This is the .LOAD routine of LOCAL.IC.UPDATE.INACTIVE             *
*********************************************************************

$INSERT I_COMMON
$INSERT I_EQUATE
$INSERT I_IC.UPDATE.INACTIVE.COMMON

	CALL IC.UPDATE.INACTIVE.LOAD

      RETURN
   END
SUBROUTINE LOCAL.IC.UPDATE.INACTIVE(ACCT.ID)
*********************************************************************
* This is the record routine of LOCAL.IC.UPDATE.INACTIVE            *
*********************************************************************
$INSERT I_COMMON
$INSERT I_EQUATE
$INSERT I_IC.UPDATE.INACTIVE.COMMON

      CALL UPDATE.INACTIVE.MARKER(ACCT.ID)

      RETURN
   END

Create the record in PGM.FILE (copy IC.UPDATE.INACTIVE) and replace the routine in the BATCH - XXX/ONLINE

IC.UPDATE.INACTIVE.POST has to run as normal, it's updating Fxxx.ACCOUNT.INACTIV

;-)
jpb

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13 years 11 months ago #9623 by inca
From T24 R10, You could set different INACTIVE.MONTHS for different account group in ACCT.GROUP.CONDITION (field#63)

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13 years 11 months ago #9627 by kda
ok
let me try thanks

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