You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Customer Profiles sync with Collections

Received Response
33
Views
3
Comments
edited Nov 8, 2023 8:31PM in Receivables & Collections 3 comments

Summary:

Hi Team,

How the profile sync between customer master in Receivables and Collections work area

In Receivables

Party Level - we can select Profile Class

Account Level - We can select Profile Class, Collector, Send Dunning Letters, Send Statement, Preferred Contact Method, Payment Terms, Statement Cycle

Site Level - We can select Profile Class, Collector, Send Dunning Letters, Send Statement, Preferred Contact Method, Payment Terms, Statement Cycle

Collections -> Customer Profile - We can select Profile Class, Collector, Send Dunning Letters, Send Statement, Preferred Contact Method, Payment Terms, Statement Cycle

How the Receivables customer profiles sync to collections?

what is the sequence and how the data flows and sync

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!