Menus
The Advanced Credit Control windows will be available in the following menus for the companies selected during install:
- Tools, Setup, Sales, Credit Control
Customer Letter Maintenance - Allows the setting up of customer letters
Customer Letter Levels Setup - Assigns customer letters to ageing periods
Credit Status Setup - User-defined statuses for outstanding transactions
Enquiry Setup - Restriction entry window for transaction enquiries
Customer Specific Reports Setup - Sets codes for each of the four customer specific letters
- Reports, Sales, Credit Control
Customer Letters Range - Print Report window for printing ranges of customer letters
Customer Records Reports - Report window for Customer Records and Diary
Credit Control Report Setup - Credit Control Status and Customer Transactions reports
- Tools, Routines, Sales, Credit Control
Customer Records Cleardown - Allows for a cleardown of customer records.
- Enquiry, Sales, Credit Control
Credit Summary - Allows viewing of Customers and their period figures as per restrictions set in the Enquiry ID Entry window.
Credit Control Enquiry - This is the main Credit Control Enquiry window
Credit Control Transaction - Transactions by Customer enquiry window
Customer Turnover Enquiry - Allows both total turnover and accumulative totals for current and previous years to be viewed
Cheque Enquiry - Allows rapid location of cheque transactions by number
Diary Enquiry - Shows items entered in to the diary
Alternate Forms and Reports
The following Microsoft Dynamics GP forms will be overridden with Credit Control versions:
Customer Address Maintenance - (RM_Customer_Address)
Customer Maintenance - (RM_Customer_Maintenance)
Customer Payment Summary Enquiry - (RM_Payment_History_Inquiry)
Receivables Management Setup - (RM_Setup)
Payment Terms Setup - (SY_Payment_Terms)
National Accounts Enquiry - (RM_NationalAccounts_Inquiry)
National Accounts Lookup - (RM_NationalAccounts_Lookup)
National Accounts Maintenance - (RM_NationalAccounts_Maintenance)
NoteObj
Form_Note_1
Form_Note_2
Form_Note_3
Form_Note_4
Form_Note_5
The following Microsoft Dynamics GP reports will be overridden with Credit Control versions:
RM Statement Long Form
RM Statement Long Form Continuous
RM Statement On Blank Paper
RM Statement Short Form
RM Statement Short Form Continuous
RM Statement Side Form
RM Statement User Definable Form
These reports are included so that they can be modified to show the Credit Status on the transactions. See Appendix B for details.
