AR Credit and Collections administrative tasks consist of defining alert messages and the criteria that trigger them, creating activity and result types, updating personnel records for the AR Credit & Collections module for access and setting Labor Type for collectors, creating alert group and collector assignments to an entire customer class, and to refresh the warehouse of data shared between MoversSuite and Microsoft Dynamics GP either manually or automatically through job scheduling.

 

Additionally, Microsoft Dynamics GP security may need to be updated for collection managers to update data.

 

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Alerts Setup

Activity Types Setup

Result Types Setup

Setup Customer By Class

Data Warehouse Refresh

AR Credit & Collections User Setup

Alert Criterion

Data Warehouse Refresh Job Scheduling

Web Service Security Setup for AR Credit & Collections