|
aXTend Credit Management extends the
base functionality of Dynamics AX by introducing a whole new set of
tools that allows you to thoroughly manage
your customer’s credit.
You can view the specifications,
features, and benefits of the aXTend Credit
Management module in the left column of this
page.
Easier and More Flexible Customer Credit
Management for Axapta
Customer credit management can be a varied
task. Credit manager often find themselves
being part collections agent, part
customer service rep, and part sales manger, which
ensures only those sales orders that do not
over-extend the company’s tolerance for risk
are processed. For some, the simple toolset to
see and manage a customer’s credit position
in Dynamics AX is not enough, which often
results in the need for custom reports and even the use of
external tools, such as Excel, to manage a
customer’s credit.
Use Standard AX Settings with Advanced Credit Management Options
With aXTend Credit Management, you can still use
standard Dynamics AX credit settings, but you
also get a myriad of additional parameters that
give you finite control of auto approval and
hold scenarios:
- For example, you can set past due
tolerances for a credit hold, which
has never been available in the base product.
- You can also set auto approval thresholds for
sales order amounts and payment types.
- The aXTend Credit Management module even gives you the ability for addendum credit amounts that expire on a given date.
This is very useful for special cases where you want to
give a customer a temporary bump in credit, to facilitate a special or seasonal order period.
aXTend™ Credit Management Console
(Click on picture for larger
image in a new window)
 From the credit management console, you can
comfortably browse the current credit status of your sales orders, research customer credit payment history, and, when ready, release or reject the order.
aXTend™ Global Credit Parameters
(Click on picture for larger
image in a new window)
 aXTend Credit Management
gives you full control over how the credit approval process works. Global parameters define base credit levels, what postings are allowed, and the warning level.
Customer Credit Parameters
(Click on picture for larger
image in a new window)
Customer credit parameters establish specific credit limits and rules for individual customers as well as temporarily increasing credit limits for seasonal peaks or special promotions.
Credit Managers
(Click on picture for larger
image in a new window)
Take control over who has rights to review and extend customer credit then take it one step further and assign responsibility for specific groups of customers to individual managers.
|
