AXTEND Credit Management

ADVANCED CREDIT
MANAGEMENT OPTIONS

axtend-credit-logo_180AXTEND Credit Management extends the base functionality of Dynamics AX and Dynamics 365 for Operations by introducing a whole new set of tools that allows you to thoroughly manage your customers’ credit.

You can view below the specifications, features, and benefits of the AXTEND Credit Management module.

We provide AXTEND Credit Management support for both Microsoft DynamicsAX® 2009, Microsoft DynamicsAX® 2012 and Dynamics 365 for Operations.

Easier and More Flexible Customer Credit Management.

AXTEND Credit Management extends the base functionality of Dynamics AX and Dynamics 365 for Operations by introducing a new set of tools to help achieve your company’s customer credit management goals.

The set of tools include rules and gates that allows you to thoroughly manage your customers’ credit. The rules control a credit calculation engine that determines if orders should be released or placed on credit hold. The gates define where AXTEND Credit Management intersects with the standard Sales Order and Production processes.

AXTEND Credit Management supports the setup of Credit managers for groups of customers.

Integration to standard

On-hold Sales Order Management

Collection workspace

Security Role Mappings

Sales Order Process

Credit Hold Release Process

Features

  • Customer credit limit.
  • Temporary credit limit.
  • Excluding sales orders with configured payment codes.
  • Default credit status for orders based on customer.
  • Assign rules at customer or company level.
  • Setup limit for bypassing, either by amount or percentage.
  • Days expiring order release.
  • Automatically stopping infrequent customer orders.
  • Past due parameters.
  • Configure when and where orders are evaluated.
  • Exclude outstanding debts with selected collection statuses.
  • Sales order header.
  • Sales order lines.
  • Order confirmation.
  • Order picking.
  • Order packing.
  • Order invoicing.
  • Starting production order.
  • Advanced support of the company’s credit management goals.
  • Extended and more flexible customer credit management.
  • Centralized credit review and maintenance for all customers.
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Credit Calculation
  • Customer credit limit.
  • Temporary credit limit.
  • Excluding sales orders with configured payment codes.
  • Default credit status for orders based on customer.
  • Assign rules at customer or company level.
  • Setup limit for bypassing, either by amount or percentage.
  • Days expiring order release.
  • Automatically stopping infrequent customer orders.
  • Past due parameters.
  • Configure when and where orders are evaluated.
  • Exclude outstanding debts with selected collection statuses.
+
Credit Gates
  • Sales order header.
  • Sales order lines.
  • Order confirmation.
  • Order picking.
  • Order packing.
  • Order invoicing.
  • Starting production order.
+
Benefits
  • Advanced support of the company’s credit management goals.
  • Extended and more flexible customer credit management.
  • Centralized credit review and maintenance for all customers.

Search for our new AXTEND Credit app in the app source for Dynamics 365. Click here to view the fact sheet.

Need more information regarding AXTEND Credit?

For additional information, a product demo or price quotation don't hesitate to contact us.