The app provides you with an enhanced credit management tool for both Customers and Vendors within your Dynamics NAV ERP system. Installed in minutes, the app requires very little additional training and is immediately available to all users with appropriate permissions on the Windows Client, Web Client and Universal App.
Customer Credit Control
Available via a menu option, you are presented with customers who have outstanding invoices to pay. From here you’re able to drill into the detail of the invoices line-by-line by expanding the customers to show more information. In addition, you can see the number of Interactions and even Call Status of the account or invoices. Offering the telephone number as well as Statistics in the Factboxes, you have all the information you need to improve credit control from this one window.
From the Ribbon you can also create a record of any contact you have with your client (an “Interaction”) and also create a record of a Dispute.
Keeping a record that you have communicated with a customer or vendor regarding an outstanding amount is very important. Within the Dynamics365+ Credit Management app we do this through Interactions. This includes the date & time and type of any communication, plus the type and plenty of notes. You’re also able to record expected promise dates and amounts too.
Purchase Invoice Disputes
In addition to Credit Control, the Dynamics365+ Credit Management app includes the ability to record. Purchase Invoice disputes too. Recorded via the Posted Purchase Invoice, the user can raise a dispute specific to a Purchase Invoice line. As well as these disputes being recorded at a line level, it is also possible to view the disputes at a vendor level too. So that you’re aware of vendor or quality issues, the Dynamics365+ Credit Management app records a history of disputed invoices or invoice lines from Vendors.
Dynamics NAV 2016 or greater, rapidNAV or Dynamics365.
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