This feature further improves the performance of customer interest note creation by optimizing the top picking approach.

Enable this feature to have the ability to include Project invoices and General Journal invoices for the collections process automation.

Enabling this feature will allow you to include general journals parameter as a part of the interest notes calculation.

Enable this feature to exclude all intercompany sales orders to be excluded from credit management rules and parameters.

Localizes the track step functionality at the individual process hierarchy level, allowing customers the flexibility to enable the functionality for specific hierarchies.

Enabling this feature will turn on the capability to have custom search filters like Telephone and Email Address on the customer form.

This feature displays an AI-generated summary and an option to create an AI-generated draft email on the collections coordinator workspace.

This workspace gives the collections coordinator a new timeline view of invoices, payments, activities and collection letters sent to a customer.

This features enable the data maintenance form for fixing the out of sync records happened due to renaming of customer account

Enable the Customer balance statistics deletion job to use the periodic task 'Delete outdated balance statistics records' to remove records from the Customer balance statistics table.

The credit and collections Power BI analytics reports have improved data joins and filtering for faster rendering of the report.

This workspace gives the collections coordinator a new timeline view of invoices, payments, activities and collection letters sent to a customer.

This feature displays an AI-generated summary and an option to create an AI-generated draft email on the collections coordinator workspace.

This feature provides the option to calculate the number of batch tasks for aging snapshot based on percentage of customers instead of one number.

This feature checks for credit holds on sales orders when updating the pick quantity from the sales line item. Previously, if a sales order was in credit hold, the pick quantity could be updated.

Customer interest notes creation process performance improvement

When calculating interest notes using a range of Amount, Days or Months, the transaction date will be used for calculating interest.

A pro forma document (confirmation, picking ticket, release to warehouse, packing slip and invoice) can be printed while the sales order is on credit hold.

The feature speeds up the process of aging customer accounts with many transactions. This feature allows customer pools to be used with this performance enhancement.