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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Credit and Collections...
Finance | Project Operations, Human Resources, ...
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Credit and Collections module

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Posted on by ShaunaMB 15

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:

  1. Flag vendors going over predetermined credit limits
  2. Create 'buckets' with set spending limits per vendor
  3. Assign a credit rating to vendors based on payment history

Definitely a start -  thanks in advance for you r power user knowledge! 

  • ShaunaMB Profile Picture
    ShaunaMB 15 on at
    RE: Credit and Collections module

    Hi Ludwig,

    This solution is still a work in progress as I've been working with the business to educate them on the various functionalities surrounding credit limits and ratings.  So far an interest is there but no changes as yet to report.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Credit and Collections module

    Hello Shauna,

    If you issue / question has been resolved/answered then please be so kind and verify the answers to let also other community members know what helped.

    Many thanks and best regards,

    Ludwig

  • ShaunaMB Profile Picture
    ShaunaMB 15 on at
    RE: Credit and Collections module

    Very helpful!  Thank you so much!

    Best,

    -Shauna

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Credit and Collections module

    Hi ShaunaMB,

    You can get started with the credit and collections module functionalities on the MS docs and MS learn sites.

    Please see:

    docs.microsoft.com/.../cm-credit-and-collections-overview

    docs.microsoft.com/.../

    In addition, there is a blog post series available here:

    www.dynamicconsulting.com/.../

    Best regards,

    Ludwig

  • ShaunaMB Profile Picture
    ShaunaMB 15 on at
    RE: Credit and Collections module

    Hi Ludwig,

    Thanks for the quick response.  I do believe I phrased my query incorrectly - the focus for analysis would be on the customer - not vendor.

    Having clarified please advise when you can.  Thanks!

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Credit and Collections module

    Hello ShaunaMB,

    The credit and collections module focuses on customers only.

    You cannot analyze vendor data in that module.

    Best regards,

    Ludwig

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