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 R1.

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