|
 |
|
| With Microsoft Dynamics AX and the Credit Management module, you'll have the tools to efficiently manage the order process, with the flexibility you need. The credit management module greatly extends the customer credit functionality in Dynamics AX. It allows any number of actions to be taken based upon the individual business rules you choose. |
| |
| WHAT WE OFFER |
- Credit function management from one form
- Snapshot view of orders requiring credit management attention - with no searching or filtering required
- Credit manager view of all the information in one form - current sales order, contact information, an aged outstanding A/R summary, open sales orders, and history of credit activity on the sales order
- Partial order approvals
- Credit hold - triggered by both dollar exposure and past due status
- Controlled access security settings
- Task management - notes and dated follow-up actions can be attached to individual orders for more efficient and effective service
- Credit limit overrides on an order-by-order basis
- Multiple approval options
- Reverse order approvals
- Require multi-level approvals for an order
- Set dollar amount approvals
- Credit status flag on orders and sales order form
- Default credit limits
|
| BENEFITS & CAPABILITIES |
- Provides a solution to meet the needs of credit management in the order process
- Simplifies credit exceptions, even after the sales order has been entered
- Offers flexibility based upon individual credit worthiness and relationships
- Enables confident decision-making
- Improves productivity and efficiency
|
|
|
|
| |
|
|
