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Microsoft Dynamics AX (Archived)

Credit Control - what options are there?

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Posted on by 20

(not sure if this is a re-post anywhere?)

Good morning/afternoon.....  

 We have Microsoft Dynamics 2009, with a 3rd party software credit control package known as Sable.  We have been using Dynamics now for 5 months and despite purchasing this simple add on (Sable) we still feel the abilities of Dynamics and Sable to undertake basic credit control functions are pretty darn useless.

So to my question.....

What other systems are available to work alongside with AX? 

 I have used many Credit Control systems in my time, some of which are far more advanced than AX or Sable.  There must be an option available somewhere in this world that may just provide a working solution.

 My aims are:

 Apply credit control notes with follow up

Receive reminders automatically of when next to chase the client

Produce credit control letters - manually and automatically

Send statements to multiple email addresses automatically

Provide reports which cover invoices outstanding and the relevant commentary provided by the credit controller

Smart graphs of where your overdue debt resides, and how much is current

Workable DSO/Debtor Day information

 

I hope that some of you have all encountered the poor functionality of AX - and it's lack of Credit Control prowess.  What have you done to improve credit control functionality within AX?

 Many thanks in advance...

 

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I have the same question (0)
  • Peter McKinney Profile Picture
    510 on at

    Credit Manager,

    We are in the middle of implementing AX 2009, with just months to go to Go LIve and we have found issues with Sable as well. Especially with the handlign of Inter-company transactions in a Direct Delivery environment. We have also found that the credit management capability of AX is poor. Right now we are working to go live and then see what AX 6 will bring us.

    Seems like we have a lot in common. Feel free to send me a mesage via my LinkedIn account or let me know how we can communicate.

    Cheers

  • Community Member Profile Picture
    on at

    Did you manage to find a good add on?

    We have implemented AX and have been using it for over 8 months. As part of a company merge this product is far from satisfactory. As you said the credit control function is pretty useless. I have been given the go ahead to find an add on for this function and would like to see how 7 years on things have pan out for you with AX.

    Any help would be much appreciated.

  • Suggested answer
    guk1964 Profile Picture
    10,888 on at

    There are gaps.

    Collection list page, and Collection detail are  key tools

    Case management can help a lot.

    Fact boxes are also useful.

    Power BI  or add on tools like BI4Dynamics can be used for  drill down  insight of the detail break up. (see the D365 content pack and workspace for credit control )

    For Ax 2012 there is a credit controllers' role portal that might help.

    Set up customer and order pools to make analysis easier.

    Look at related localisation reports done for other markets

    e.g. technet.microsoft.com/.../hh334491.aspx

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Alex47634,

    I think this is a very old thread that is based on an outdated version.

    Starting from AX2012 a new collections functionality that was incorporated into a new module in D365 and which covers a lot of the things mentioned above.

    If you have specific requirements that are not covered in your system, I would like to ask you to detail them in a new thread that you can create on this forum.

    Many thanks and best regards,

    Ludwig

  • Roger BRODBACH Profile Picture
    10 on at

    Hello, I am "happy" to hear that I am not the only fool that can't find the credit control tools in D365. I have a very good working MS Office tool I created myself during the pre-D365 years but I have to feed it with Excel info. However, I do not even succeed in exporting basic information from D365 such as all customers including their addresses and detail of their unpaid invoices. bibi

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Roger,

    What do you need to export from D365FO exactly?

    Can you possibly describe this in more detail in the D365Finance forum here?

    community.dynamics.com/.../dynamics-365-for-finance-and-operations-forum

    Many thanks,

    Ludwig

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