Collection Level Analysis
Explanation
Use this activity to monitor customer invoices/installments which have
reached or exceed the collection level. The collection level is the reminder
level when the company starts the debt collection routine. Information such as due date, the last reminder date or the open
amount of the item is displayed in this window. If the item is included in one or several payments in
preliminary, approved or cancelled state then information about these payments
can be retrieved.
It is possible to enter and view notes connected to the customer or to
the invoice that has reached the collection level. You can also change the
ledger status or the bad debt level of a selected item(s) using the bad
debt management option.
Prerequisites
This activity requires that customer invoices/installments; exist which have
reached or exceed the reminder level which is defined as collection level in the
connected reminder template.
System Effects
As a result of this activity those items which have reached or exceed the
collection level will be displayed - regardless of the current payment status of
the item.
Window
Collection Level Analysis
Related Window Descriptions
Collection Level Analysis
Notes
Customer Reminder Analysis
Customer Reminder Analysis
Detail
Customer Invoice Analysis/Payment
Status
Customer Analysis
Customer Credit Analysis
Reminder/Interest Info per
Customer Invoice
Bad Debt Management
Procedure
To analyze items which have reached or exceed the collection level:
- Open the Collection Level Analysis window
and populate to view all the items or, query for a specific items which have reached or exceed the collection level.
- Double-click on the Invoice Notes check box if you want to
view or enter notes on the specified invoice.
- Double-click on the Customer Notes check box if you want
to view or enter notes on the specified customer.
- Right-click and click Customer Reminder Analysis to open the
Customer Reminder Analysis window if, you
want to view information on all reminders which have been created for the
specified customer.
- Right-click and click Customer Reminder Analysis Detail to open
the Customer Reminder Analysis Details window if,
you want to get information on all reminders which have been created for the
specified installment.
- Right-click and click Customer Invoice Analysis/Payment Status to
open the Customer Invoice Analysis
window if you want to view information on the payment status of the specified
invoice.
- Right-click and click Customer Analysis to open the
Customer Analysis window if you want to get
detailed information on the open balance of the specified customer.
- Right-click and click Customer Credit Analysis to open the
Customer Credit Analysis window if you want
to get credit information like turnover, DSO or last payment date on the
specified customer.
- Right-click and click Reminder/Interest Info per Customer Invoice
to open the Reminder/Interest Info per Customer
Invoice window
if you want to view or modify the reminder and interest parameters of the
specified invoice.
- Right-click and click Bad Debt Management to open the
Bad Debt Management window if you want to
modify the bad debt level or the ledger status of the specified invoice.