Collection Level Analysis

Explanation

Use this activity to monitor customer invoices/installments which have reached or exceed the collection level. The collection level is the reminder level when the company starts the debt collection routine. Information such as due date, the last reminder date or the open amount of the item is displayed in this window. If the item is included in one or several payments in preliminary, approved or cancelled state then information about these payments can be retrieved.

It is possible to enter and view notes connected to the customer or to the invoice that has reached the collection level. You can also change the ledger status or the bad debt level of a selected item(s) using the bad debt management option.

Prerequisites

This activity requires that customer invoices/installments; exist which have reached or exceed the reminder level which is defined as collection level in the connected reminder template.

System Effects

As a result of this activity those items which have reached or exceed the collection level will be displayed - regardless of the current payment status of the item.

Window

Collection Level Analysis

Related Window Descriptions

Collection Level Analysis
Notes
Customer Reminder Analysis
Customer Reminder Analysis Detail
Customer Invoice Analysis/Payment Status
Customer Analysis
Customer Credit Analysis
Reminder/Interest Info per Customer Invoice
Bad Debt Management

Procedure

To analyze items which have reached or exceed the collection level:

  1. Open the Collection Level Analysis window and populate to view all the items or, query for a specific items which have reached or exceed the collection level.
  2. Double-click on the Invoice Notes check box if you want to view or enter notes on the specified invoice.
  3. Double-click on the Customer Notes check box if you want to view or enter notes on the specified customer.
  4. Right-click and click Customer Reminder Analysis to open the Customer Reminder Analysis window if, you want to view information on all reminders which have been created for the specified customer.
  5. Right-click and click Customer Reminder Analysis Detail to open the Customer Reminder Analysis Details window if, you want to get information on all reminders which have been created for the specified installment.
  6. Right-click and click Customer Invoice Analysis/Payment Status to open the Customer Invoice Analysis window if you want to view information on the payment status of the specified invoice.
  7. Right-click and click Customer Analysis to open the Customer Analysis window if you want to get detailed information on the open balance of the specified customer.
  8. Right-click and click Customer Credit Analysis to open the Customer Credit Analysis window if you want to get credit information like turnover, DSO or last payment date on the specified customer.
  9. Right-click and click Reminder/Interest Info per Customer Invoice to open the Reminder/Interest Info per Customer Invoice window if you want to view or modify the reminder and interest parameters of the specified invoice.
  10. Right-click and click Bad Debt Management to open the Bad Debt Management window if you want to modify the bad debt level or the ledger status of the specified invoice.