Page 36603 "Credit & Collections Mgr. RC" (MX)

MX country layer · Microsoft.Sales.RoleCenters · captioned “Credit & Collections Manager” · BC29-30 · source at ea08af5e · facts from BC29

An object of the MX localization, not part of W1.

Properties

Property	Value
Caption	‘Credit & Collections Manager’, Comment = ’Use same translation as ’‘Profile Description’’ ’
PageType	RoleCenter

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group	Control	Shows	ToolTip
Control1900724808	Control1905739008	part Credit Manager Activities	—
Control1900724708	Control1907692008	part Page 9150 “My Customers”	—

Actions

Group	Action	ToolTip	Runs
Reporting	Customer Listing	View customers in a list format. You can use this report to display all customers or include only customers with outstanding balance amounts.	Report “Customer Listing”
	Customer Balance to Date	—	Report 121 “Customer - Balance to Date”
	Aged Accounts Receivable	View, print, or save an overview of when customer payments are due or overdue, divided into four periods.	Report “Aged Accounts Receivable NA”
	Customer Account Detail	View the detailed account activity for each customer for any period of time. The report lists all activity with running account balances, or only open items or only closed items with totals of either. The report can also show the application of payments to invoices.	Report “Customer Account Detail”
	Cash Applied	View how the cash received from customers has been applied to documents. The report includes the number of the document and type of document to which the payment has been applied.	Report “Cash Applied”
	Projected Cash Payments	View projections about what future payments to vendors will be. Current orders are used to generate a chart, using the specified time period and start date, to break down future payments. The report also includes a total balance column.	Report “Projected Cash Payments”
Embedding	Approvals	View the list of documents that await approval.	Page 658 “Approval Entries”
	Customers	View the list of customers.	Page “Customer List - Collections”
	Balance	View a detailed balance for selected customers. The report can, for example, be used at the close of an accounting period or fiscal year.	Page “Customer List - Collections”
	Unlimited Credit	View a customer’s available credit and how it is calculated. If the available credit is 0 and the customer’s credit limit is also 0, then the customer has unlimited credit because no credit limit has been defined.	Page “Customer List - Collections”
	Limited Credit	View customers’ remaining amount available to use for payments. It is calculated as follows: Credit Limit = Balance - Min. Balance - Total Amount on Payments	Page “Customer List - Collections”
	Invoices by Due Date	View the list of outstanding invoices by their payment due date.	Page 25 “Customer Ledger Entries”
	Sales Orders	View the list of ongoing sales orders.	Page “Customer Order Header Status”
	Sales Return Orders	View the list of ongoing sales return orders.	Page “Customer Order Header Status”
	Sales Invoices	View the list of ongoing sales invoices.	Page 9301 “Sales Invoice List”
	Reminders	View the list of ongoing reminders.	Page 436 “Reminder List”
	Finance Charge Memos	View the list of ongoing finance charge memos.	Page 448 “Finance Charge Memo List”
Posted Documents	Posted Sales Shipments	Open the list of posted sales shipments.	Page 142 “Posted Sales Shipments”
	Posted Sales Invoices	Open the list of posted sales invoices.	Page 143 “Posted Sales Invoices”
	Posted Return Receipts	Open the list of posted return receipts.	Page 6662 “Posted Return Receipts”
	Posted Sales Credit Memos	Open the list of posted sales credit memos.	Page 144 “Posted Sales Credit Memos”
	Issued Reminders	View the list of issued reminders.	Page 440 “Issued Reminder List”
	Issued Fin. Charge Memos	View the list of issued finance charge memos.	Page 452 “Issued Fin. Charge Memo List”
	Posted Deposits	View the posted deposit header, deposit header lines, deposit comments, and deposit dimensions.	Page “Posted Deposit List”
	Posted Bank Deposits	View the posted bank deposit header, bank deposit header lines, bank deposit comments, and bank deposit dimensions.	Codeunit 1515 “Open P. Bank Deposits L. Page”
Processing	Fin. Charge Memo	Create a new finance charge memo to fine a customer for late payment.	Page 446 “Finance Charge Memo”
	Reminder	Create a new reminder to remind a customer of overdue payment.	Page 434 “Reminder”

Ask your agent

Procedure bodies are not stored here (D10). For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Credit & Collections Mgr. RC"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.

A MX country object, not part of W1: the default corpus does not have it; bcatlas_list_countries shows which countries the atlas has.