Use Custom Property to automatically override the customer Credit On Hold code.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
For your larger customers who have normal terms codes on invoices (30 day, 45 day, etc), but who traditionally pay later. The Custom Property gives you the ability to give specific customers additional grace days. Example eAgent puts all accounts on hold that have invoices 21 days past due, but you give one specific customer a grace period of an additional 20 days. You specify in the Custom Property on Bill To Customer Record the number of days additional grace period to give and our alert will take them off hold.
Run Schedule: Daily AM (after your eAgent task to take on/off hold runs)
**Need to let us know if your eAgent task runs during your business hours, so we can change the default schedule to AFTER your eAgent task.
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Custom Property containing additional grace days settings on the Bill To customer.
Variable X: Customer Type(s) to trigger on (separated by comma or blank for ALL)
Variable Y: Branch Number(s) to trigger on (separated by comma or blank for ALL)
Variable Y: On Hold Codes assigned to customers to remove (separated by comma or CH if left blank)
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Alert Functionality
Alert Functionality
**This alert needs to run AFTER the e-agent task that places customers on hold runs.**
1. The alert only checks customers who are currently on hold in e-automate (1) and have a value in the grace period days custom property (2).
2. The alert then checks for invoices that are past due (1) based on the bill to customer on the invoice (2) matching the customer on hold.
3. The alert will calculate the number of days past due the invoice is, and then determine if the invoice days past due is less than or equal to the grace days set in the custom property.
Example: The due date on the invoice is 11/25/2024, and the day that the alert is running is 11/29/2024. This makes the invoice past due by 4 days. The grace period for the customer is set to 10 days. Since the days past due are less than or equal to the grace period, the task will remove the on-hold code from this customer.
4. The alert will continue to notify each day until the grace period has been reached. Then the alert will NOT take the customer off credit hold IF the invoice is still past due.
Example: The due date on the invoice is 11/25/2024, and the day that the alert is running is 12/6/2024. The invoice has still not been paid and is not past due by 11 days. The past due days are greater than the grace period days, and therefore, the alert will not remove the on-hold code from the customer record.
5. We will install in Test Mode first.
6. We do NOT remove any existing transactions (i.e. service call, sales order) from hold, we only remove the On Hold Code at the Customer Level.
7. The alert will only remove the on-hold code from the customer record if ALL invoices for the bill to customer are within the grace period. If there are any invoices that are beyond the grace period, then the on-hold code will not be removed.
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Best Practices & Tips
Best Practices & Tips
1. Placing or releasing a hold on the customer record has no effect on any open transactions.
Custom Property Set Up
Step 1:
Create new attribute via Tools / Lists & Codes / Attributes:
Attribute name: ZCJOnHoldGraceDays
Description: Put On Credit hold when past due > XX Days
Data type: Numeric
Step 2:
Add attribute to Customer Custom Properties via Tools / Lists & Codes / Configurations (custom properties):
(1) Select Group = Customer Properties
(2) search for ZCJOnHoldGraceDays under Available attributes, then select Quick Add (no default value)
(3) Select OK
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Related Alerts
Related Alerts
None at this time
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