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CAN SOMEBODY LET ME KNOW THAT COLLECTION MANAGEMENT SYSTEM FOR DYNAMICS GP-2013 IS SOLD SAPARETLY.
ALSO CAN ANY BODY LET ME THE LINK FOR DOCUMENTD MATERIAL TO STUDY THIS.
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Collections Management used to be part of Great Plains as an additional module but recently it went back to the original 3rd party creator, Professional Advantage, and is sold separately.
Here's a link to their site: www.profad.com/.../collections-management
How we can handle collection management in Dynamics GP-2013....
Any video link or document available 4 guidance
Thx matt for the reply
if you would mark this question verified then it bring some reward to Matt. :-) your thanks is good but your verifying the answer will be great for him and all those who will read this post.
Hi Zulfi
Collections Management from PA is great if you need full functionality collections (e.g. writing full notes of contact made, automating notifications etc). If you only have minor needs - e.g. you want to send a letter, you can do that via the Letter Writing Wizard in core GP.
This won't keep the notes and history about the collection activities.
One of the companies I worked for in the past did basic collections and we achieved this simply by using the notes against invoices to show what we had done. We then had a report written to include those notes so everyone could see.
This does have the issue though that the notes can be deleted - it isn't a secure way of doing it. But it certainly worked fine for us.
Otherwise, highly recommend Collections Management.
Cheers
Heather
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