Good Morning,
I'd like to acquaint myself with the different functionalities within the Credit and Collections module which will allow me to monitor vendor risk. Currently we are utilizing a report which is totally manual that tracks vendors by monitoring daily spend, credit worthiness, credit limit overages and increases on demand. Can someone more familiar with this module please provide me with the various steps within D365 which will basically do the following:
- Flag vendors going over predetermined credit limits
- Create 'buckets' with set spending limits per vendor
- Assign a credit rating to vendors based on payment history
Definitely a start - thanks in advance for you r power user knowledge!