Administrative Setting

Grants the following in AR Credit & Collections

Labor Type set to “Collector”

Users can be assigned to AR Credit & Collections tasks.

Users can be linked to customers through Customer Setup.

Module “AR Credit & Collections” Enabled

Users can view all data for all customers.

Users can view add and complete tasks for all collectors.

Users can view and log activity.

Users can view and add notes.

Users can view Order Personnel.

Users can export AR Detail to a Microsoft Excel or HTML file.

Users can view and email open invoices.

Module “AR Credit & Collections” Enabled and Manager Flag Set

Users have all the functionality described for having the module enabled and will have access to Customer Setup allowing them to assign a collector, assign an alert group, adjust credit limit settings, and add/edit customer contact information.

Important:  Microsoft Dynamics GP web service security must be enabled to allow mangers to effect changes made in Customer Settings to persist in the Microsoft Dynamics GP database.