Enhancement 19605MPS: AR Auto credit hold by payment due date

system · July 11, 2007, 3:42pm

Solid suggestions. When I made my original plea, the V8 workflow was still
in its infancy. Tabs, list view, selecting multiple records was a new
methodology. I wonder if Epicor has spent time serious time reviewing
Enhancement requests and applying to the current version? Or has the vast
majority of energy been spent on folding in all of their newly acquired
applications.

David

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Mark Wonsil
Sent: Wednesday, July 11, 2007 1:50 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Enhancement 19605MPS: AR Auto credit hold by
payment due date

> Well, I suppose the routine would have to run sometime after midnight,

look

> at all the customers and determine if a customer should be on hold or not.
> However, during the business day a customer would have to be taken off
> manually. This happens for us most often when we received payment and the
> customer wants the product sitting on our dock shipped right away.

Even though all companies want to do the same thing, I would suggest an
implementation that doesn't lock anyone into any particular business
process.
Doing something automatically without the ability to override may cause
other
problems.

If I were to design this enhancement, I would:

Start with Customer Credit Manager:

- Add a List tab for the Credit Tab to list multiple customers on a screen.

- Enhance the Search function to return customers based on various criteria:
- Customers over limit
- Customers with invoices over X number of days
- Customers already on hold with shipments due in X number of days
- Customers entered in the last X number of days
- Customers with an X percentage of their total A/R X days old.
- Keep BAQ and Advanced Searches

- On the new List version of the screen, allow to mass update the credit
hold
flag either by ALL or by individually checking the credit hold box (similar
to
Job Order Maintenance)

Mark W.

.

<http://geo.yahoo.com/serv?s=97359714/grpId=20369/grpspId=1705007183/msgId=5
7843/stime=1184179895/nc1=4507179/nc2=3848644/nc3=3848545>

[Non-text portions of this message have been removed]

system · March 16, 2006, 4:36pm

Hey Everyone,
Add your name to this enhancement request. I asked for it on 5.1, 5.2, 6.0,
and 6.1. If you think your company could benefit from automatically (or
upon running an operation) having delinquent customers be put on hold....

On a plus note:
The support analyst was kind enough, as promised, to open an enhancement
request;
completely answer my question without a call back;
and I was on hold for only a minute maybe two.

David Gartner
EPG Companies Inc.

---------

Hi David,
I checked with the 8.0 team and they did confirm that this is still not
an option in the current patch of 8.00. You are only able to set a
credit limit amount that when reached automatically turns the customer
on credit hold. There is no payment due date option

Vantage Software Support Analyst

Summary: AR Auto credit hold by payment due date
Book: Change Requests
Request no.: 19605MPS
Description / Steps to reproduce:
ENHANCEMENT#
19605MPS
PROBLEM DESCRIPTION:
There is no way to set a customer to automatically go onto credit hold
when their payment due date passes.
This would be beneficial for the company so that we are able to prevent
shipping out more orders to customers who have overdue payments on
other orders.
SUGGESTED ENHNACEMENT:
Create an option in customer billing credit maintenance to set if you
want customers to automatically be placed on credit hold when they are
overdue on their payments.

----------

system · July 11, 2007, 9:28am

We are looking for this feature as well. We are going live on
Vantage 8.03 in August. I have to believe this would be used by
most, if not all, companies.

--- In vantage@yahoogroups.com, "David Gartner" <dgartner@...> wrote:
>
> Hey Everyone,
> Add your name to this enhancement request. I asked for it on 5.1,
5.2, 6.0,
> and 6.1. If you think your company could benefit from
automatically (or
> upon running an operation) having delinquent customers be put on
hold....
>
> On a plus note:
> The support analyst was kind enough, as promised, to open an
enhancement
> request;
> completely answer my question without a call back;
> and I was on hold for only a minute maybe two.
>
> David Gartner
> EPG Companies Inc.
>
> ---------
>
> Hi David,
> I checked with the 8.0 team and they did confirm that this is still
not
> an option in the current patch of 8.00. You are only able to set a
> credit limit amount that when reached automatically turns the
customer
> on credit hold. There is no payment due date option
>
> Vantage Software Support Analyst
>
>
>
> Summary: AR Auto credit hold by payment due date
> Book: Change Requests
> Request no.: 19605MPS
> Description / Steps to reproduce:
> ENHANCEMENT#
> 19605MPS
> PROBLEM DESCRIPTION:
> There is no way to set a customer to automatically go onto credit
hold
> when their payment due date passes.
> This would be beneficial for the company so that we are able to
prevent
> shipping out more orders to customers who have overdue payments on
> other orders.
> SUGGESTED ENHNACEMENT:
> Create an option in customer billing credit maintenance to set if
you
> want customers to automatically be placed on credit hold when they
are
> overdue on their payments.
>
> ----------
>

system · July 11, 2007, 10:17am

You are correct.

This would be a very useful feature.

Edward F. Fox, Jr., CPA

Controller

Maxson Automatic Machinery Company

Phone 401-596-0162 a Fax 401-596-1050

www.maxsonautomatic.com <http://www.maxsonautomatic.com/>

_____

From: vaarijarvi [mailto:vaarijarvi@...]
Sent: Wednesday, July 11, 2007 9:28 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Enhancement 19605MPS: AR Auto credit hold by payment
due date

We are looking for this feature as well. We are going live on
Vantage 8.03 in August. I have to believe this would be used by
most, if not all, companies.

--- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com, "David
Gartner" <dgartner@...> wrote:

>
> Hey Everyone,
> Add your name to this enhancement request. I asked for it on 5.1,

5.2, 6.0,

> and 6.1. If you think your company could benefit from

automatically (or

> upon running an operation) having delinquent customers be put on

hold....

>
> On a plus note:
> The support analyst was kind enough, as promised, to open an

enhancement

> request;
> completely answer my question without a call back;
> and I was on hold for only a minute maybe two.
>
> David Gartner
> EPG Companies Inc.
>
> ---------
>
> Hi David,
> I checked with the 8.0 team and they did confirm that this is still

not

> an option in the current patch of 8.00. You are only able to set a
> credit limit amount that when reached automatically turns the

customer

> on credit hold. There is no payment due date option
>
> Vantage Software Support Analyst
>
>
>
> Summary: AR Auto credit hold by payment due date
> Book: Change Requests
> Request no.: 19605MPS
> Description / Steps to reproduce:
> ENHANCEMENT#
> 19605MPS
> PROBLEM DESCRIPTION:
> There is no way to set a customer to automatically go onto credit

hold

> when their payment due date passes.
> This would be beneficial for the company so that we are able to

prevent

> shipping out more orders to customers who have overdue payments on
> other orders.
> SUGGESTED ENHNACEMENT:
> Create an option in customer billing credit maintenance to set if

you

> want customers to automatically be placed on credit hold when they

are

> overdue on their payments.
>
> ----------
>

[Non-text portions of this message have been removed]

system · July 11, 2007, 11:00am

Yes, we want this enhancement too. We primarily judge credit by age
of invoices, rather than by open amount.

Richard Sirow, President
Independent Components Corp.
516-481-5100 x106 FAX=516-481-5550

On Jul 11, 2007, at 9:28 AM, vaarijarvi wrote:

> We are looking for this feature as well. We are going live on
> Vantage 8.03 in August. I have to believe this would be used by
> most, if not all, companies.
>
> --- In vantage@yahoogroups.com, "David Gartner" <dgartner@...> wrote:
> >
> > Hey Everyone,
> > Add your name to this enhancement request. I asked for it on 5.1,
> 5.2, 6.0,
> > and 6.1. If you think your company could benefit from
> automatically (or
> > upon running an operation) having delinquent customers be put on
> hold....
> >
> > On a plus note:
> > The support analyst was kind enough, as promised, to open an
> enhancement
> > request;
> > completely answer my question without a call back;
> > and I was on hold for only a minute maybe two.
> >
> > David Gartner
> > EPG Companies Inc.
> >
> > ---------
> >
> > Hi David,
> > I checked with the 8.0 team and they did confirm that this is still
> not
> > an option in the current patch of 8.00. You are only able to set a
> > credit limit amount that when reached automatically turns the
> customer
> > on credit hold. There is no payment due date option
> >
> > Vantage Software Support Analyst
> >
> >
> >
> > Summary: AR Auto credit hold by payment due date
> > Book: Change Requests
> > Request no.: 19605MPS
> > Description / Steps to reproduce:
> > ENHANCEMENT#
> > 19605MPS
> > PROBLEM DESCRIPTION:
> > There is no way to set a customer to automatically go onto credit
> hold
> > when their payment due date passes.
> > This would be beneficial for the company so that we are able to
> prevent
> > shipping out more orders to customers who have overdue payments on
> > other orders.
> > SUGGESTED ENHNACEMENT:
> > Create an option in customer billing credit maintenance to set if
> you
> > want customers to automatically be placed on credit hold when they
> are
> > overdue on their payments.
> >
> > ----------
> >
>
>
>

[Non-text portions of this message have been removed]

system · July 11, 2007, 11:16am

With 8.03 you have the BPM. Look at what the BPM can do and maybe create
a (daily) process that reviews the open invoices. You will need some
kind of cutoff by customer (or ship to) because you will want to set
different levels for each customer (or ship to). Another approach might
be to review the open invoices and put the customer on hold when an open
invoice is x #days past due using the due date of the invoice. You would
want this process to run periodically (probably at least daily) so any
receipts don't disrupt flow longer than the period decided on.

Even when someone is on hold, you can use the credit management to
override the hold on a specific order.

Come to think of it, why not just create an A/R Aging that shows all
customers past due over x days from the due date and manually control
who goes on credit hold and who doesn't. Use the grey matter instead of
disrupting operations. I would not want to automagically put someone on
hold when maybe there is a disputed invoice or an overlooked one. Create
a collections report and use it to contact the customer rather than
mindlessly putting someone on hold.

Charlie Smith

Smith Business Services / 2W Technologies LLC

www.vistaconsultant.com <http://www.vistaconsultant.com/> /
www.2WTech.com

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Richard Sirow
Sent: Wednesday, July 11, 2007 11:00 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re: Enhancement 19605MPS: AR Auto credit hold by
payment due date

Yes, we want this enhancement too. We primarily judge credit by age
of invoices, rather than by open amount.

Richard Sirow, President
Independent Components Corp.
516-481-5100 x106 FAX=516-481-5550

On Jul 11, 2007, at 9:28 AM, vaarijarvi wrote:

> We are looking for this feature as well. We are going live on
> Vantage 8.03 in August. I have to believe this would be used by
> most, if not all, companies.
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"David Gartner" <dgartner@...> wrote:
> >
> > Hey Everyone,
> > Add your name to this enhancement request. I asked for it on 5.1,
> 5.2, 6.0,
> > and 6.1. If you think your company could benefit from
> automatically (or
> > upon running an operation) having delinquent customers be put on
> hold....
> >
> > On a plus note:
> > The support analyst was kind enough, as promised, to open an
> enhancement
> > request;
> > completely answer my question without a call back;
> > and I was on hold for only a minute maybe two.
> >
> > David Gartner
> > EPG Companies Inc.
> >
> > ---------
> >
> > Hi David,
> > I checked with the 8.0 team and they did confirm that this is still
> not
> > an option in the current patch of 8.00. You are only able to set a
> > credit limit amount that when reached automatically turns the
> customer
> > on credit hold. There is no payment due date option
> >
> > Vantage Software Support Analyst
> >
> >
> >
> > Summary: AR Auto credit hold by payment due date
> > Book: Change Requests
> > Request no.: 19605MPS
> > Description / Steps to reproduce:
> > ENHANCEMENT#
> > 19605MPS
> > PROBLEM DESCRIPTION:
> > There is no way to set a customer to automatically go onto credit
> hold
> > when their payment due date passes.
> > This would be beneficial for the company so that we are able to
> prevent
> > shipping out more orders to customers who have overdue payments on
> > other orders.
> > SUGGESTED ENHNACEMENT:
> > Create an option in customer billing credit maintenance to set if
> you
> > want customers to automatically be placed on credit hold when they
> are
> > overdue on their payments.
> >
> > ----------
> >
>
>
>

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · July 11, 2007, 12:12pm

We ended up creating an A/R aging report that lists all customers not on
hold with invoices over 40 days.
Though I would still like the ability to automatically do it at a set time
period (60 days). I feel at 60 days a problem should already been handled,
any longer and collections becomes difficult. And occasionally, Sales may
mindlessly neglect to communicate with accounting.

David Gartner
EPG Companies Inc.
Vantage 5.20

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Charlie Smith
Sent: Wednesday, July 11, 2007 10:14 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Enhancement 19605MPS: AR Auto credit hold by
payment due date

With 8.03 you have the BPM. Look at what the BPM can do and maybe create
a (daily) process that reviews the open invoices. You will need some
kind of cutoff by customer (or ship to) because you will want to set
different levels for each customer (or ship to). Another approach might
be to review the open invoices and put the customer on hold when an open
invoice is x #days past due using the due date of the invoice. You would
want this process to run periodically (probably at least daily) so any
receipts don't disrupt flow longer than the period decided on.

Even when someone is on hold, you can use the credit management to
override the hold on a specific order.

Come to think of it, why not just create an A/R Aging that shows all
customers past due over x days from the due date and manually control
who goes on credit hold and who doesn't. Use the grey matter instead of
disrupting operations. I would not want to automagically put someone on
hold when maybe there is a disputed invoice or an overlooked one. Create
a collections report and use it to contact the customer rather than
mindlessly putting someone on hold.

Charlie Smith

Smith Business Services / 2W Technologies LLC

www.vistaconsultant.com <http://www.vistacon
<http://www.vistaconsultant.com/> sultant.com/> /
www.2WTech.com

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
Of Richard Sirow
Sent: Wednesday, July 11, 2007 11:00 AM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Subject: Re: [Vantage] Re: Enhancement 19605MPS: AR Auto credit hold by
payment due date

Yes, we want this enhancement too. We primarily judge credit by age
of invoices, rather than by open amount.

Richard Sirow, President
Independent Components Corp.
516-481-5100 x106 FAX=516-481-5550

On Jul 11, 2007, at 9:28 AM, vaarijarvi wrote:

> We are looking for this feature as well. We are going live on
> Vantage 8.03 in August. I have to believe this would be used by
> most, if not all, companies.
>
> --- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com> ,
"David Gartner" <dgartner@...> wrote:
> >
> > Hey Everyone,
> > Add your name to this enhancement request. I asked for it on 5.1,
> 5.2, 6.0,
> > and 6.1. If you think your company could benefit from
> automatically (or
> > upon running an operation) having delinquent customers be put on
> hold....
> >
> > On a plus note:
> > The support analyst was kind enough, as promised, to open an
> enhancement
> > request;
> > completely answer my question without a call back;
> > and I was on hold for only a minute maybe two.
> >
> > David Gartner
> > EPG Companies Inc.
> >
> > ---------
> >
> > Hi David,
> > I checked with the 8.0 team and they did confirm that this is still
> not
> > an option in the current patch of 8.00. You are only able to set a
> > credit limit amount that when reached automatically turns the
> customer
> > on credit hold. There is no payment due date option
> >
> > Vantage Software Support Analyst
> >
> >
> >
> > Summary: AR Auto credit hold by payment due date
> > Book: Change Requests
> > Request no.: 19605MPS
> > Description / Steps to reproduce:
> > ENHANCEMENT#
> > 19605MPS
> > PROBLEM DESCRIPTION:
> > There is no way to set a customer to automatically go onto credit
> hold
> > when their payment due date passes.
> > This would be beneficial for the company so that we are able to
> prevent
> > shipping out more orders to customers who have overdue payments on
> > other orders.
> > SUGGESTED ENHNACEMENT:
> > Create an option in customer billing credit maintenance to set if
> you
> > want customers to automatically be placed on credit hold when they
> are
> > overdue on their payments.
> >
> > ----------
> >

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[Non-text portions of this message have been removed]

system · July 11, 2007, 12:42pm

Would you also need an option to automagically take people off of credit hold
once payment is posted or would that be manual?

Mark W.

system · July 11, 2007, 1:31pm

Well, I suppose the routine would have to run sometime after midnight, look
at all the customers and determine if a customer should be on hold or not.
However, during the business day a customer would have to be taken off
manually. This happens for us most often when we received payment and the
customer wants the product sitting on our dock shipped right away.

David

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Mark Wonsil
Sent: Wednesday, July 11, 2007 11:42 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Enhancement 19605MPS: AR Auto credit hold by
payment due date

Would you also need an option to automagically take people off of credit
hold
once payment is posted or would that be manual?

Mark W.

[Non-text portions of this message have been removed]

system · July 11, 2007, 2:51pm

> Well, I suppose the routine would have to run sometime after midnight, look
> at all the customers and determine if a customer should be on hold or not.
> However, during the business day a customer would have to be taken off
> manually. This happens for us most often when we received payment and the
> customer wants the product sitting on our dock shipped right away.

Even though all companies want to do the same thing, I would suggest an
implementation that doesn't lock anyone into any particular business process.
Doing something automatically without the ability to override may cause other
problems.

If I were to design this enhancement, I would:

Start with Customer Credit Manager:

- Add a List tab for the Credit Tab to list multiple customers on a screen.

- Enhance the Search function to return customers based on various criteria:
- Customers over limit
- Customers with invoices over X number of days
- Customers already on hold with shipments due in X number of days
- Customers entered in the last X number of days
- Customers with an X percentage of their total A/R X days old.
- Keep BAQ and Advanced Searches

- On the new List version of the screen, allow to mass update the credit hold
flag either by ALL or by individually checking the credit hold box (similar to
Job Order Maintenance)

Mark W.