Alert Criteria

Description

Credit Limit

Customer credit limit is defined in Microsoft Dynamics GP and can be seen in the Customer Information in AR Credit & Collections.  It can also be updated through Customer Settings (see AR Credit & Collections Customer Settings).

This criteria represents the maximum amount of outstanding receivables allowed by the company. 

The use of this field depends on the Credit Limit Type which can be one of the following:

No Credit – The amount of credit is a zero dollar amount ($0.00).  This customer has no credit established with the company.

Amount – The customer has an amount specified in the Credit Limit field as the maximum of credit available from the company.

Unlimited – There is no set limit to the amount of credit extended to the customer on the part of the company.

The Credit Limit can be viewed through Customer Information and updated through Customer Settings ( see AR Credit & Collections Customer Settings).

Customer Balance Age

This represents the number of days that a particular document has aged.  This data is only visible within Microsoft Dynamics GP.

Customer Balance

Customer balance is the sum of all receivable amounts outstanding for all orders where revenue is linked to a particular customer.  The Current Balance for each document listed in the AR Credit & Collections AR Detail data grid is summed into the AR Amount listed for each order.  The sum of all AR Amounts is what constitutes the customer balance.

Invoice Age

Age of the invoice is the number of days that an invoice has been open (uncollected) based on a comparison between the current system date and the date of the invoice.

The invoice age appears as the Days Old field within the AR Credit & Collections AR Detail data grid for each order where revenue is linked to a particular customer.  This grid also displays the Invoice Date, as well.

Note:  This option will only be evaluated if an invoice has actually been generated.

Invoice Amount

Invoice amount is the sum of all invoiced items outstanding for all orders where revenue is linked to a particular customer.  The Invoice Total for each order listed in the AR Credit & Collections AR Detail data grid is summed together when evaluating the invoice amount of a customer.

Note:  This option will only be evaluated if an invoice has actually been generated.

Trigger Option

Description

Credit Limit between

Qualify an alert if the customer’s credit limit is within the entered range.

Credit Limit equal to

Qualify an alert if the customer’s credit limit is equal to the entered amount.

Credit Limit greater than

Qualify an alert if the customer’s credit limit is greater than the entered amount.

Credit Limit less than

Qualify an alert if the customer’s credit limit is less than the entered amount.

Credit Limit less than Customer Balance

Qualify an alert if the customer’s credit limit is less than the customer’s balance.

Customer Balance Age between

Qualify an alert if the customer document age is between the range of days entered.

Customer Balance Age equal to

Qualify an alert if the customer document age is equal to the number of days entered.

Customer Balance Age greater than

Qualify an alert if the customer document is greater than the number of days entered.

Customer Balance Age less than

Qualify an alert if the customer document age is less than the number of days entered.

Customer Balance between

Qualify an alert if the customer’s balance is between the range of dollar amounts entered.

Customer Balance equal to

Qualify an alert if the customer’s balance is equal to the dollar amount entered.

Customer Balance equal to Credit Limit

Qualify an alert if the customer’s balance is equal to their credit limit.

Customer Balance greater than

Qualify an alert if the customer’s balance is greater than the dollar amount entered.

Customer Balance less than

Qualify an alert if the customer’s balance is less than the dollar amount entered.

Customer Balance less than Credit Limit

Qualify an alert if the customer’s balance is less than their credit limit.

Invoice Age between

Qualify an alert if the number of days an open invoice to the customer is between the number of days entered.

Invoice Age equal to

Qualify an alert if the number of days an open invoice to the customer is equal to the number of days entered.

Invoice Age greater than

Qualify an alert if the number of days an open invoice to the customer is greater than the number of days entered.

Invoice Age less than

Qualify an alert if the number of days an open invoice to the customer is less than the number of days entered.

Invoice Amount between

Qualify an alert if the amount of an open invoice to the customer is between the range of dollar amounts entered.

Invoice Amount equal to

Qualify an alert if the amount of an open invoice to the customer is equal to the dollar amount entered.

Invoice Amount greater than

Qualify an alert if the amount of an open invoice to the customer is greater than to the dollar amount entered.

Invoice Amount less than

Qualify an alert if the amount of an open invoice to the customer is less than the dollar amount entered.