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Проверка кредита приложение для Dynamics 365 B. C.

Для пользователей, желающих определить и проверить условия кредитования для своих клиентов.

Manage customer credit limit and block sales if required.

Manage customer credit limit and block sales if required.

 

OPTIONS

  • Bind the customer’s credit agreement with sales and set its validity date.
  • Bind the credit limits specified in the credit agreement with the customer and, if necessary, add an additional credit limit with the validity period.
  • If the credit limit is exceeded, the user is informed that the amount of the transaction exceeds the available credit.
  • In case of customer indebtedness, the sale is blocked and in case of a transaction, the Business Central user will be notified.
  • At least one authorized person with a valid authorization must be involved with the customer.

 

 

KEY FEATURES

  • Add Customer credit contract with a time limit.
  • Block sales to the Customer after the Credit limit is exceeded.
  • Block sales to the Customer if there are overdue invoices.
  • Add additional Credit limit with a time limit.
  • Exclude overdue invoices.

 

EXTENDED CREDIT CHECK FACTSHEET