Enable the Customer balance statistics deletion job to use the periodic task 'Delete outdated balance statistics records' to remove records from the Customer balance statistics table.
This features enable the data maintenance form for fixing the out of sync records happened due to renaming of customer account
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.
The credit and collections Power BI analytics reports have improved data joins and filtering for faster rendering of the report.
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 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.
Enabling this feature speeds up the creation of collection letters by running the process multithreaded.
Improved version of the Sales analysis by invoice report which utilizes SrsReportDataProviderPreProcessTempDB.
This feature provides a new way to execute the customer aging data storage in cases where the existing Customer aging report times out because the report has too much data to print.
The feature speeds up the process of creating collection letters.
This feature uses machine learning to predict when an invoice will be paid.
