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JD Edwards World Accounts Receivable Guide
Release A9.3

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35 Overview to Credit and Collections Management

This chapter contains these topics:

35.1 Objectives

35.2 About Credit and Collections Management

Effective management of credit and collections information is fundamental to an Accounts Receivable department. The JD Edwards World Accounts Receivable system offers a variety of features to help manage your receivables. You can set up and define information to meet the specific needs of your business.

Credit and collections management consists of:

The following lists the various ways to effectively manage your credit and collections information.

Credit information Collections information
When managing credit information, you can access a variety customer information from a centralized online location. For example, you can:
  • Review a summary of an account's credit status and identify customers who are over their credit limit

  • Change and update credit limits and credit review dates

  • Analyze a customer's payment trends and transaction history

  • Create a future tickler message or reminder

  • Enter and review notes about a customer

You can also:

  • Create daily lists of customers who require credit attention

  • Review a complete history of open and closed items by a specific credit manager, sales location, or account representative

  • Access and review current aging information for a customer

Create magnetic tapes of A/R information about customers to send to credit agencies

When managing collections information, you can:
  • Analyze your customer accounts and implement collection decisions quickly by accessing various A/R information from one centralized online location

  • Monitor and work your customer accounts that are past due or have tickler messages scheduled for review

  • Display customized lists of customers so that you can review and document collection issues and commitments

  • Print payment reminders or delinquency notices for past-due accounts

  • Determine if you want a customer to appear on a collection report

Review online payment reminder and collection information