Categories: Functional
Control customer credit with minimal impact on customer service.Ensure credit is not over-extended or unnecessarily withheld.Ensure goods are not delivered to customers that have exceededtheir credit limit, subject to other business rules.Ensure release of credit holds is timely and based on an accurateassessment.
This feature adds a new parameter to the Bank parameters which allows the user to specify the number of days (+/-) when they should receive a message. This warning assists users from making errors with the bank reconciliation date, often users will inadvertently enter a date one month or one year from now. This can be difficult to fix once the bank has been reconciled.
Enable staff working within multiple company accounts to easilydiscern the company they are working with at any time.Limit the number of times users unintentionally process in thewrong company.
Sending documents to trading partners from Dynamics AX withoutmanual intervention.Sending confirmations, quotations, delivery notes, invoices orstatements without printing, folding into envelopes and posting.Sending purchase orders without having to key the vendor’s emailaddress.
Shorten the time to manually create Sales Orders for customerswith repeat buying patterns.Shorten the time to manually create Purchase Orders for frequentlypurchased items.Provide excellent customer service when taking new orders byhaving the system make suggestions based on historical buyingpatterns and knowledge of related items (e.g. accessories).
Accurately record the landed costs of an item using various apportioning methods including weight and volume. Grouping costs across multiple Purchase orders and vendors by allocating purchase order lines to shipments and optionally to containers/folios. Allocating costs across 2 or more entities sharing shipment or container. Tracking and updating dates in one place. Do all of this efficiently and simply using a new stan-dard for import costing modules whilst retaining the advanced features and complexities required by a single entity or a group of 20 compa-nies based in various locations around the globe.