Creates an AR Task for any Un-Applied Payment
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview:
Overview
Have you ever tried to reconcile an AR account that had a misapplied payment, an over-payment or a duplicate payment sitting on their account for an extended period of time? The longer they reside there, the harder they become to reconcile.
ID627 will help your AR team be aware of any un-applied payments are created so that the AR Rep can call the customer and ask them how they want to apply those funds (which invoices ...refund, etc) The task is created using the Contact Task Type you specify in VariableW.
Run Schedule: Daily
Type of Output: Email
* * *
Sample
Sample
* * *
Variables
Variables
Variable W: Enter Contact Task Type to Create/Close
* * *
Alert Functionality
Alert Functionality
-Alert creates task visible in Accounts Receivable Console
Task Type = Contact Task Type you've listed on VariableW
AR Rep = AR Rep listed on Customer Record
* * *
Best Practices & Tips
Best Practices & Tips
-We suggest creating a unique Contact Task Type so you can readily identify these tasks as having been created by this alert:
* * *
Related Alerts
Related Alerts
ID604 & ID605 - Auto Create and Close AR Task for accounts with past due balance
* * *
0 Comments