Question

Customer payment history

I
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Userlevel 2
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Hello, is there any standard way in IFS 10 to get a report or data on the following?

 

I would like to analyse for one (or several) customers whether they are adhereing with there payments to the set due date; in order to prepare for a discussion on their payment moral with them.

Therefore, I look for a table / report that shows me (at least) Customer number, Customer order number, invoiced amount, original due date, date when funds were received (or booked)

 

Any idea on that?

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6 replies

N
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Userlevel 7
Badge +13

Hi,

There is window named ‘Customer Payment Matching Analysis’  in standard IFS application. However it will show different lines for invoice & payment with reference to invoice no. You may try that.

Best Regards

Narmada

Dismanthi Dissanayaka
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Hi @IDENTEC 

You may also check the “Customer Invoices Due for Payment Analysis” window for this purpose.

 

Kind Regards,

Dismanthi

Sachin Vithanage
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Userlevel 7
Badge +10

Hi @IDENTEC ,

You may also consider the feasibility of developing a quick report to meet your exact requirement

Business Reporting and Analysis >  Ad- Hoc Reporting > Quick Reports

 

Best Regards,

Sachin

R
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Userlevel 5
Badge +9

Hi,

I agree with all above posts.

Anyway can also go to Customer Analysis window as well, which includes all details relating to a particular customer, such as invoices, payments, installments etc. And this shows Invoiced Amount and Open amount per invoice and whether the invoice is fully paid or not. Refer attached “Image 1 - Customer Analysis.png”

 

And from this window, you can select an invoice and RMB on it to view options relating to that invoice. Refer attached “Image 2 - Customer Analysis RMB.png”

 

And also you can go to Payments per Invoice, which will give you information on the type of payment, voucher series/ number on the payment for the selected invoice. Refer attached “Image 3 - Customer Payments per Invoice.png”

 

And if you need to get the required analysis reports, you can go to Order Reports and select the required reports. Refer attached “Image 4 - Order Reports.png”

 

Best Regards,

Rasangi

4 Attachments
N
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Userlevel 6
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I agree with all the answers above but wanted to make sure you are aware of the customer credit management functions in IFS.   If you are using -- the customer credit analysis (after you run the calculate) is  great overview of your customers and shows their DSO so you know which customers you should focus on

X
Rank
Userlevel 7
Badge +20

Hi IDENTEC


As Nancy mention on a previous note, if you use IFS standard Customer credit Management windows ( Customer record need to have data on credit info tab and you need to run the job "Calculate Customer credit information " ), This will capture data on customer level such as ; 

1.Last payment Amount and Last Payment date
2.Credit limit and remaining credit limit Etc

And Then when it comes to individual invoice level, I believe this information could be gathered through " AR customer invoice analysis window" and “Customer Invoices Due for Payment Analysis”

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