F140 Credit Control 2024 R2
By completing this course, you will learn how to configure and analyze credit verification rules, prepare dunning letters, prepare customer statements, apply overdue charges to documents, process direct write-offs and payments with write-offs. You will also learn how to manage the credit status of customers. The current version of the course is valid for Acumatica ERP 2024 R2.
Through the examples, you will learn how to perform the following tasks in Acumatica ERP:
- Configuring and analyzing credit verification rules
- Setting up the dunning process
- Preparing dunning letters
- Preparing customer statements
- Setting up and applying overdue charges
- Processing direct write-offs
- Processing payments with credit write-offs and balance write-offs
Training Recordings
The webinar recordings presented below are based on the training guide for Acumatica ERP 2024 R1. Because of this, the topics described and shown in the recordings may differ from the course materials for Acumatica ERP 2024 R2.
In this training, the following PowerPoint presentation has been used: F140 Credit Control 2024 R1