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.