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115hi all,
As part of customer collection performed by collection agents, they can if needed come to an agreement with a customer about a payment-plan in case of liquidity issues for example. If so, they need to be able to reflect the agreed upon payment plan in Ax2012 off course. Within the collections module they select the transaction, click "settle" and reorganize the invoice according to the payment-plan.
BUT... how can we afterwards check in an easy and efficient way which invoice(s) has been reorganized?
Upon reorganizing the transaction, you also have the option to apply a payment-plan. I have performed this as a test as on the customer-transaction, in the section "payment" perhaps this would be shown somehow but it is not.
Currently a dispute reason-code is used but that is not the purpose of the dispute reason code. We use the dispute reason code to capture the main customer motivation for the dispute and not the possible outcome/solution! The only other option i see could be to create an additional collection-status. ?
Can you please share your experience on how to fulfill this business-requirement?
kind regards,
Jo
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