Managing collections with Microsoft Dynamics AX is facilitated by the built in collections functionality of Dynamics AX 2012. Within the AR module, the collections agent/Manager of an organization can perform most of the tasks below with a few clicks. The built in tools assist with your day to day collection activities and help any organization have a better handle on their cash management.
Collections Management Master Screen:
This is the main screen a collections agent/manager would utilize. Here you have a collections overview showing the list of customers the Collection Manager is responsible for, their aging balances, contact and address details and the credit rating details.
Collection Manager Customer screen:
This screen allows for viewing and managing of all transactions in one screen for the customer. You have all details required to perform collection activities, create actions, appointments, events and tasks:
Writing off transactions in just a click:
Reprint invoices quickly while customers ask a duplicate copy of it, while on a call with Customer, staying in the same screen and just few clicks:
Create Collection letters and interest notes and Calculate interests automatically on invoices:
E-mail customer statements and balance details to customer contact person with few clicks with seamless integration with outlook:
View transactions, statistics and statements with one click:
Create and Manage support cases and assign to people directly from collections master with integration to the case management feature:
This post was written by Thomas Nguyen, AX Application Consultant at Tridea Partners. Tridea is a leading Microsoft Dynamics provider.