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ID138 Reset Customer On Credit Hold Flag using Custom Property, Overview & Sample

Use Custom Property to automatically override customer Credit On Hold code

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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 default schedule to AFTER your eAgent task

Type of Output: Email

 

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Sample

Sample

ID138Sample.PNG

 

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Variables

Variables

ID138Variables.PNG

Variable W: Custom Property containing additional grace days settings on Bill To

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)

 

 

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Alert Functionality

Alert Functionality

-This task has scripts in place to update the OnHold status of your customer records in eAutomate. It is designed to allow you to grant specific customers “grace” days beyond the due date on past due invoices. Typically, these should be accounts where you don’t really have a collection problem, it’s just that their processes cause them to pay a week or two past the terms due date.

For example: Multi-Location real estate firm has a central billing address, however all invoices are received and sent out to the branch offices for “approval”..then returned to the central billing office for payment. Their process adds many days to their turnaround, but they are paying you regularly. If you extended their terms on their invoices, they would just pay you later.

**Essentially: Our alert will remove On Hold code if days since the invoice is due is less than the grace period.

-The alert does require that you populate Custom Property with grace days you wish to allow before they remain on credit hold.

-Will continue to notify each day until grace period has been reached. Then alert will NOT take them off credit hold IF invoice still past due

-We will install in Test Mode first.

-We do NOT remove any existing transactions (i.e. service call, sales order) from hold, we just remove On Hold Code at Customer Level

 

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Best Practices & Tips

Best Practices & Tips

-Placing or releasing a hold on the customer record has no effect on any open transactions. 

Custom Property Set Up

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

ID138CP1.PNG

 

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

 

ID138CP2.png

 

 

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Related Alerts

Related Alerts

None at this time

 

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