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Your company operates on a yearly fiscal calendar. In
eCredit, you set up collection periods to mirror your yearly fiscal calendar.
Depending on your company's preference, this yearly schedule can consist
of:
The collection periods you set up are used to calculate the following:
Aging buckets in
A/R Data feature of the Customer Analysis module Past Due
Amount (Days) This field appears on the Work Queue Summary screen. It is a total amount
past due that your business administrator can customize by entering the
number of days past due an invoice must have to be included in this total,
and whether the field is calculated as of the current date, or as of the
end date of the current period. This amount can be customized for all
customers (Aging Bucket Setup feature), and for particular customers (Special
Account Setup). The Days in parentheses is the number of days past due
used to calculate the field.
field that displays on the Work Queue Summary screen Aging data displayed
on the Collection Metrics and Aging tabs of the Customer Profile in the
Work Queue module for collections Key performance indicators
used in Dashboard graphs
Notes:
You can change the
dates for a collection period only before data for that date has been
loaded into eCredit. You are not able
to delete a collection period If there are any collection metrics calculated
for it. |
