Collections Management for Microsoft Dynamics GP 2016


Professional Advantage was excited to announce the newest features of Collections Management released in Microsoft Dynamics® GP 2016. As a consumer driven product, Professional Advantage strives to innovate Collections Management based on their customer’s needs. The release is compatible with GP 2016, GP 2015 and GP 2013.

Download the latest version and release notes >>

Here’s the newest feature additions in the GP 2016 premier of Collections Management:

1) See more sales and credit information about a customer on the Collection Main window

Why this is useful:

Being able to see the sales to date and the average days to pay information without having to go to the Customer Summary and Customer Credit Summary windows not only saves time, but also helps Collectors be more informed about the status of the customer when collecting.

2) Additional sort options for Collection Notes on the Collection Main window

Why this is useful:

Again by default, notes are sorted by date created. You may want to see the latest activity for this customer, so sorting by Date Modified would bring those notes to the top (as described in feature #1 above). You may want to see notes being actioned by a specific Collector, so sorting by that column would enable you to see that information. Most columns are sortable, ascending and descending by clicking on the column heading.

3) See when a Collection Note was last modified

Why this is useful:

By default, notes are displayed by date created. If you have recently updated an older note, in previous versions, it could be difficult to find the latest activity for that customer on the Collection Main window. By tracking the date it was last modified, the most recent activity can be easily displayed in the Collections Main window.

4) See more Collection Notes on the Collection Main window

Why this is useful:

Some customers have a lot of note activity, but the notes display on the Collections Main window is not able to be resized. Now, by clicking the expansion button, a window opens to the right of Collection Main displaying a larger number of rows, plus it’s resizable.

5) Letter Function for customer information

Why this is useful:

You can use this function to display any column from a table that has one row of information for a given customer. (Customer master, customer summary, etc.)

6) See the notes a document has been assigned to over time

Why this is useful:

In previous versions, while users could see how a note has evolved over time, if an invoice had been transferred to other notes, you weren’t able to see that trail. Example: A customer may have disputed an invoice at one time, then the dispute was resolved, so the note was closed. At that point the invoice was way past due and the customer had been sent many letters. Eventually the customer promised to pay it, but current status shows it’s still not paid. Without some deep investigation, a collector couldn’t easily see it was previously disputed. With this new feature a user would know all this information at one time (i.e. this was once a disputed invoice) which could influence how they go about collecting the invoice.

7) Improved process for upgrading Collections Management in multiple companies

Why this is useful:

If you have multiple GP companies, upgrading a solution like Collections Management in each company could prove to be a tedious task – upgrade one company, switch to the next company, upgrading, and so on. Now, you can log into one company and perform the Collections Management upgrade on all the companies from that one company.

Write a Comment