Unit of competency Outline

Date retreived
22/07/2026 11:51 PM AWST

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Maintain customer credit accounts and services

Maintain customer credit accounts and services

Unit of competency
National Code
TLIP4031
State Code
AWL32
TGA Status
Deleted
DTWD Status
Deleted
Current Release Number
1.00
Current Release Date
29/02/2016
View on TGA
State Implementation and Classification
Approved Date
04/08/2016
Field of Education
080101 - Accounting
Original Release Date
04/08/2016
Nominal Hours
20
Description
This unit involves the skills and knowledge required to maintain customer credit accounts and services in accordance with workplace requirements, as part of work activities in the transport and logistics industry.It includes establishing and maintaining customer credit accounts and services, and maintaining a customer information system.Work is performed under some supervision generally within a team environment.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1 Establish and maintain customer credit accounts and services
  • 1.1 Lines of credit and other credit facilities are established and communicated to customers
  • 1.2 Customer payment schedules are monitored
  • 1.3 Debtors are regularly identified and listed to initiate follow-up action
  • 1.4 Debt recovery procedures are initiated and if unsuccessful, approval is sought to write off bad debts
2 Maintain customer information system
  • 2.1 Status of credit accounts is conveyed to customers on a regular basis
  • 2.2 Statistical returns are prepared displaying actual against anticipated performance
  • 2.3 Database information regarding products and services sales on credit is maintained
  • 2.4 Customer queries are dealt with promptly and courteously
  • 2.5 Security of database and data integrity is maintained
No information
No information
Replaces
State Code National Code Title Type
D5305 TLIP4031A Maintain customer credit accounts and services Unit of competency