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By: Peter Poletti

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Credit and Collections Management Functions & Features

This covers Provide a customer credit information screen allowing on-line entry and maintenance of narrative text;Provide a customer credit information screen allowing on-line entry and maintenance of account credit limit (enforced by the order entry system);Credit limits per order can be input and maintained in the customer credit information screen;Online entry and maintenance of key ratios can be done in a customer credit information screen;Historical and statistical information about customer accounts are displayed on an online account performance inquiry screen;Customer information is displayed on a collections call history screen;.. Credit and Collections Management Functions & Features are an important module of the comprehensive ERP RFP Template for Discrete Manufacturing.

The ERP RFP template with Credit and Collections Management Functions & Features for ERP is a Microsoft Excel spreadsheet (.xlsx) featuring a total of 3761 decision criteria. The ERP RFP template allows you to quickly and easily prepare the business, functional, and technical requirements sections of the solicitation package you'll send to ERP software vendors. It ensures for:

  • complete response from each ERP software vendor
  • deep and accurate evaluation of submitted ERP proposals
  • impartial side-by-side comparison of ERP solutions evaluated
  • rational and documented selection of the best matching ERP system

The ERP software comparison report can save you up to 90% of the time you would have otherwise spent comparing all the ERP solutions from scratch.

The Credit and Collections Management Functions & Features comprise the following elements:

  • Provide a customer credit information screen allowing on-line entry and maintenance of narrative text

    Provide a customer credit information screen allowing on-line entry and maintenance of narrative text, Credit and Collections Management Functions & Features
  • Provide a customer credit information screen allowing on-line entry and maintenance of account credit limit (enforced by the order entry system)

    Provide a customer credit information screen allowing on-line entry and maintenance of account credit limit (enforced by the order entry system), Credit and Collections Management Functions & Features
  • Credit limits per order can be input and maintained in the customer credit information screen

    Credit limits per order can be input and maintained in the customer credit information screen, Credit and Collections Management Functions & Features
  • Online entry and maintenance of key ratios can be done in a customer credit information screen

    Online entry and maintenance of key ratios can be done in a customer credit information screen, Credit and Collections Management Functions & Features
  • Historical and statistical information about customer accounts are displayed on an online account performance inquiry screen

    Historical and statistical information about customer accounts are displayed on an online account performance inquiry screen, Credit and Collections Management Functions & Features
  • Customer information is displayed on a collections call history screen

    Customer information is displayed on a collections call history screen, Credit and Collections Management Functions & Features

TEC Advisor can save you up to 90% of the time you would have otherwise spent figuring out on your own which ERP solution is the best for your needs.

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Functions and Features