Credit Hold for Delinquent Customers

Bill -
We wrote a BPM to warn if there is money due over a fixed number of
days old, you just need to select open invoices more than an amount of
days before today and accumulate a balance, if thats positive, we
produce a warning.
Dan
Independent Components

--- In vantage@yahoogroups.com, Bill Finn <billfinn03766@...> wrote:
>
> Hi
> We are preparing to go live in Jan or Feb and are wrapping up a
few loose ends. Our finance group has indicated that they have a need
to put customers who may not necessarily be over their credit limit,
but are beyond their terms, on credit hold. They tell me that they
cannot find a way in Vantage to do this, that they would have to do it
manually after reviewing expected shipments. Does anyone here have a
solution to delinquent customers that doesn't involve manually
reviewing all planned shipments every day?
> thanks
> bill
>
>
>
>
> ---------------------------------
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>
> [Non-text portions of this message have been removed]
>
Hi
We are preparing to go live in Jan or Feb and are wrapping up a few loose ends. Our finance group has indicated that they have a need to put customers who may not necessarily be over their credit limit, but are beyond their terms, on credit hold. They tell me that they cannot find a way in Vantage to do this, that they would have to do it manually after reviewing expected shipments. Does anyone here have a solution to delinquent customers that doesn't involve manually reviewing all planned shipments every day?
thanks
bill




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