Course Description for Customer Credit Management

This course enable the user to administrate basic data for customer credit management, to create and print credit information, reminders, interest invoices and write-off notices.

 

This course includes information on the following processes:


Customer Credit Information

Customer Reminders

Interest Invoicing

Course Length

The estimated time to complete the Customer Credit Management course is 4 hours and 45 minutes.

The estimated time to complete the Road Map course Customer Credit Management Intermediate is 5 hours.

Target Audience

This course was designed primarily for employees working with accounts receivable and customer credit management, but also for application consultants within IFS Financials. 

 

Customer Credit Information

This chapter handles customer credit management basic data such as message groups, credit analysts, notes status and invoice exception codes. It also handles queries and reports related to customer credit information.

Prerequisites

Before taking the lessons in this chapter, you should have basic knowledge within IFS Financials.

Chapter Length

The estimated time to complete this chapter is 1 hour and 45 minutes.

Target Audience

This course was designed primarily for employees working with accounts receivable and customer credit management, but also for application consultants within IFS Financials. 

Customer Reminders

This chapter handles how to create reminder templates, reminder proposals and print reminder letters. It also handles queries in reminder history and analysis of customer reminders. The cancellation of reminders is also discussed.

Prerequisites

Before taking the lessons in this chapter, you should have basic knowledge within IFS/Invoice and IFS/Payment.

Chapter Length

The estimated time to complete this chapter is 2 hour.

Target Audience

This course was designed primarily for employees working with accounts receivable and customer credit management, but also for application consultants within IFS Financials.

Customer Interest Invoicing

This chapter handles how to create interest invoicing proposals and how to approve and print interest invoices.

Prerequisites

Before taking the lessons in this chapter, you should have basic knowledge within IFS/Invoice and IFS/Payment.

Chapter Length

The estimated time to complete this chapter is one hour.

Target Audience

This course was designed primarily for employees working with accounts receivable and customer credit management, but also for application consultants within IFS Financials.