Credit Control

,

Standard Credit Control and Creation of Reminder Letters

In this Metaphorix NAV Know How session we look at the credit control functionality within three different versions of Microsoft Dynamics NAV these are:

NAV 2009 and prior (Classic Client)
NAV 2013 and prior (RTC)
NAV 2015 and onwards

The webinars cover a variety of functionality including:

 

Credit Warnings

  • Sales and Receivables Setup
  • Exceeded Credit limit
  • Overdue Entries

Credit Limit on customer card

  • Credit Limit turns red

Examples of Credit Warnings

  • Exceeded Credit Limit
  • Overdue Entries

Aged Accounts Recievable Report

  • Filtering
  • Export to Excel
  • Detailed

Reminder Letters

  • Reminder Terms
  • Reminder Letters
  • Begin and End Text
  • Create Reminders
  • Single
  • Batch Job
  • Issue/Print Reminders

 

NAV 2015 and onwards

NAV 2013 and prior (RTC)

NAV 2009 and prior (Classic Client)

More Information

For more information on Metaphorix tailored Dynamics NAV Solutions, or if you have any requests for NAV Know Sessions you’d like to see then please get in touch!

Your Name (required)

Your Email (required)

Comments

The following two tabs change content below.