Credit Management (An Addition for Microsoft Dynamics NAV): Set Up in the Desktop Client

This Addition helps to remove some of the manual tasks from your Credit Control team, by automatically putting sales orders on hold if a customer has overdue balances or if a particular sales order would put them over their agreed credit limit.
Credit Management gives defined users specific monetary authorisation limits; enabling sales orders to be released as required and/or define a specific grace period for overdue balances. There is also the option to credit hold all orders to keep an eye on certain accounts, or cash sale accounts.
This video is part of a sequence introducing the Credit Management Addition from Technology Management for use in Microsoft Dynamics NAV, shown both in the Desktop Client and then in the Web Client. The playlist can be found at
https://www.youtube.com/playlist?list=PLoS7gV-LINmlcQZ1oAP7ZU_K0UbFxLmek
This playlist is part of a wide range of videos providing NAV end-user training from Technology Management to get you started by exploring the key features in bite-sized chunks.
For more information, please see our website https://www.tecman.co.uk/Software/Dynamics-Additions/Credit-Management

Видео Credit Management (An Addition for Microsoft Dynamics NAV): Set Up in the Desktop Client канала Technology Management