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.