Follow - up and Analysis, Customer Credit Management
Description of process
The Follow-up and Analysis, Customer Credit Management
process is used to display customer credit and collection information. There is a function
in the process for recalculation of customer credit information. There are also queries
related to customer credit management. The system makes it possible to view DSO
both graphically and textually.
The following windows are found in the Follow - up and Analysis, Customer
Credit Management process:
- Customer Credit Overview, is used to display credit and collection information for all
or for specified customers.
- DSO Calculation Graph, is used to view graphically credit information per customer.
- Query - Customer Invoices, is used for viewing all customer
invoices entered for selected customers.
- Query - Customer Details, shows general information about a
customer and due amount, including detailed information, such as invoice amount, remaining
amount, etc
- Query - Customer Aging, is used to view specifications of aging
buckets for a customer.
- Query - Follow-up Message, is used to view messages sent to credit
analysts.
- Query - Invoice Header Credit Notes, is used for viewing
credit notes related to a specific invoice header.
- Query - Invoice Line Credit Notes, is used to view details of
customer invoice line credit notes.
- Query - Corporate Credit Relationships, is used to view
parent-child relationships.
- Analyze Customer Reminder
facilitates queries to display
statistical reminder data in several dimensions.
- Analyze Customer Reminder Details is
used to view the details of a selected analysis
total of customer reminder analysis.
- View Customer Reminder History is used to view
reminder proposals for which reminder have been printed or sent.
- View Reminder History Details is used to view the
statistical reminder
data of
payers covered by a reminder proposal.
- View Invoices per Reminder is used to view the
reminded items included in reminder.
Concerning the query windows. They do not allow entry or modification of
information. It is only possible to view information in the query windows.