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 page.
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.
To analyze items which have reached or exceed the collection level:
- Open the
Collection Level Analysis page to view all the items
or, query for a specific items which have reached or exceed the collection
level.
- Use command button and click Customer Reminder Analysis to open
the Customer Reminder
Analysis page if, you want to view information on all reminders which
have been created for the specified customer.
- Use command button and click Customer Reminder Analysis Detail
to open the Customer
Reminder Analysis Details page if, you want to get information on
all reminders which have been created for the specified installment.
- Use command button and click Customer Invoice Analysis/Payment Status
to open the Customer
Invoice Analysis
page if you want to view information on the payment status of the
specified invoice.
- Use command button and click Customer Analysis to open the
Customer Analysis
page if you want to get detailed information on the open balance of the
specified customer.
- Use command button and click Customer Credit Analysis to open
the Customer Credit
Analysis page if you want to get credit information like turnover,
DSO or last payment date on the specified customer.
- Use command button and click Reminder/Interest Info per Customer
Invoice to open the
Reminder/Interest
Info per Customer Invoice page if you want to view or modify the
reminder and interest parameters of the specified invoice.
- Use command button and click Bad Debt Management to open the
Bad Debt Management
page if you want to modify the bad debt level or the ledger status
of the specified invoice.
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.