Customer Information displays the account data for customers either selected within the Alerts/Tasks pane or if the Filter by Customer is set to a specific customer. It contains a snapshot of a customer’s standing with a company and includes balance, credit limit, A/R aging, contact information, view A/R details, etc. Another user feature within this section includes the ability to view and email invoices for orders associated to the customer directly within the interface.
Figure 27: Customer Information section
Collection managers will have the ability to update customer data through the Customer Settings option. Managers can specify a collector and alert group along with adding and editing contacts and credit limit settings that are reflected in Microsoft Dynamics GP as well. Refer to AR Credit & Collections Customer Settings for more information.
The upper section of the Customer Information section contains the following fields.
|
Customer Information Field |
Description |
|
Name |
Name of the customer being accessed. |
|
Number |
Identifier associated to the customer in Microsoft Dynamics GP. |
|
Collector |
MoversSuite user assigned as collection agent for this customer. |
|
Balance |
Total dollar amount of all account receivables from this customer. |
|
Alert Group |
Alert group assigned to this customer through Customer Settings. See AR Credit & Collections Customer Settings for details. |
|
Credit Limit Type |
Type used to indicate how the credit limit is to be interpreted for this customer. See AR Credit & Collections Customer Settings for details. |
|
Credit Limit |
The maximum dollar amount that is allowed for a balance for this customer. |
|
Last Payment |
The date and dollar amount of the last payment received from this customer. |
|
Last Activity |
The date and method of the last contact logged automatically when a task is completed or manually through the Log Activity function. |
|
Account Receivable Aging |
Account receivable amounts grouped by the number of days outstanding (comparing the current date to the document date). Three options that a user can view the aging with include the following: All AR to view both invoiced and non-invoiced amount concurrently Invoiced AR to view only invoiced amounts Non Invoiced AR to view only non-invoiced amounts |
|
Contact Information |
Contact data for customer representatives is present in this section. See AR Credit & Collections Customer Settings for details. Users can affect the column
display and order through the data column selector ( Contact information can be hidden by clicking on the screen splitter. |
).
All order information is based on open AR associated to the selected customer regardless of how the association is made (e.g. as alternate bill-to, through storage, through claims, directly linked to a customer, etc.).
Account Receivable Aging
Account receivable aging data is graphical displayed within the Customer Information section.
Figure 28: Account Receivable Aging graph
Options available by right-mouse clicking in the graph include the following:
• All AR
• Invoiced AR
• Not Invoiced
Figure 29: Account Receivable Aging right-mouse click options
The items that compose the data within the graph are listed in the AR Credit & Collections AR Detail section. The AR Amount values will sum to match what is reported in the graph and can be compared to what is displayed in the AR Collections report.
Note: There may be differences in what is listed in AR Credit & Collections and what displays on the AR Collections report since the report is based on live data and the module relies on warehoused data.
The lower portion of the Customer Information pane contains the following three tabs:
• AR Detail
• Activity
• Notes
Customer Alerts Listing
The Alerts pane quickly lists every alert that the customer being viewed is associated with.
Figure 30: Alerts pane
AR Credit & Collections AR Detail