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HI ,

 

I have below questions regarding AR.

1.Is there a feature in IFS Cloud to track the communication history with the customer?

2.What would be the first parameter to check by the system (invoice date/ payment amount or invoice number etc) to automatically match the customer payment with invoices when an external file is loaded and created a mixed payment? 

 

Many Thanks

Lakna

Hello @Lakna K 

  1. I am sure there are various ways to enter a communication history. One of them is Credit Management functionality. You can enter communication details with customer providing follow-up dates etc. This info can be entered on Customer > Credit Information > Customer Credit Notes or Customer Credit Management > Select Customer > Customer Credit Notes
    It is possible to add notes per invoice header or invoice line too.
    Other method that you can use is business activity. You can enter different type of activities against customers or other party types. There are some functions available on this window. Business activity requires CRM module installation. 

 

  1. Matching parameters are defined in external payment parameters window. Amount or invoice date is not one of available parameters. Based on identifiers defined here, IFS would match open items against customer payment upload file. 

 

Hope this helps

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