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E1: 03B: Setting Up Credit and Collections Management (P03B08, P03B30, P03B2901, P0004A, P03013) (Doc ID 1496852.1)

Last updated on FEBRUARY 21, 2018

Applies to:

JD Edwards EnterpriseOne Accounts Receivable - Version XE and later
Information in this document applies to any platform.

Purpose

Overview of Credit and Collections Management

Effectively managing credit and collections information is fundamental to an accounting department. The JD Edwards EnterpriseOne Accounts Receivable system offers a variety of credit and collection features to help you collect revenue and manage customer accounts, and to keep track of customers’ payment habits. These features include automatic notification when a customer’s invoices are past due or credit limits are exceeded. You can set up delinquency notices with different text, depending on the aging or severity level of the invoice. You can set up policies that you can modify to fit the customer base, and generate delinquency fees that escalate proportionately to the amount of time that invoices are past due or assess a fixed flat amount.

There are various ways to effectively manage credit and collections information for customers.

Credit Information

When managing credit information, you can access a variety of customer information from a centralized online location. For example, you can:

Collections Information

When managing collections information, you can:

Scope

 This document outlines set up requirements for Credit and Collections Management in JD Edwards EnterpriseOne Accounts Receivable.

Details

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In this Document
Purpose
 Overview of Credit and Collections Management
 Credit Information
 Collections Information
Scope
Details
 Setting Up Credit and Collection Date Patterns
 Setting Up Activity Codes
 Adding Account Activities
 Setting Up Delinquency Policies, Fee Instructions and Notification Instructions
 Setting Up Letter Text for Statements and Delinquency Notices
 Setting Up Credit Insurance Policies
 Setting Up Credit and Collection Managers
 Assigning Credit and Collection Information to Customers
 Assigning Credit Information to Customers
 Assigning Collection Information to Customers
 Activating Workflow Messages for Credit and Collections
References

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