Collections Management is a major task for any
organization.
Cash flow is the lifeblood of any business, and credit managers are responsible for maintaining that flow
on a day-to-day basis. They need quick and easy
access to information about their customers, contact
history and relevant documents. In many cases
they do not have the tools they need to perform
these vital functions.
Business Partner Master (Collections Tab):
This tab provides a complete summary of credit information for each customer. It Includes:
- Aging Totals and Drill-Down
- Payment History by Month
- Total Exposure
- Credit Remaining
The Achieve AR Collections Management module provides enhanced functionality that is fully integrated into SAP Business One. Credit managers and collections staff are provided with a one-screen dashboard to view all relevant credit information for each customer. A complete history of credit calls may be tracked and reviewed on-screen. Multiple documents may be referenced and attached to the collections history. Other tools include the ability to print, fax, or email documents to preset destinations for each customer and a credit approval screen for sales orders on hold. Reports are provided to summarize and display history and forecasts.
Collection Activities Screen
- Provides a History of Collection Activities for a Customer
- Multiple Related Documents (with Drill-Down)
- Call Log (Including Results and Promises)
- Free-Form Notes
- Call-Back Reminders
Document Delivery
- Preset Delivery Methods by Type of Document
- Print, Fax or Email
- Multiple Destinations Per Customer/Contact/Document
- Deliver Individual Document or Batch of Documents
- Documents Included:
- Quotations
- Sales Orders
- Deliveries
- A/R Invoices & Credit Memos
- Statements
- Dunning Letters
- Order & Invoice (Detail & Print)
- A/R Aging & Customer Statement
- Payment History
- Note Entry for Customer (to Send Message Related to Account)
- View All Orders on Hold From a Single Screen
- Enter Approval or Rejection
- View Archive of Past Entries
- Collections Forecast
- Customer Credit Risk Report
- Customer Credit Rating Report
- Customer Payment Trend
- Call Back Report
- Broken Promises Report
- Connect to A/R Factor for Credit Approval
- Assign Invoices A/R Factor
- Process Payments from A/R Factor
(Requires Achieve AR Factor Module)
