Advanced Credit Control

Frequently Asked Questions

This page contains the most Frequently Asked Questions (FAQ's) about Advanced Credit Control. For more product information see the Advanced Credit Control product page.

How Do I Install Credit Control ?

How Is The Unposted Sales Amount On The Credit Control Enquiry Window Calculated ?

Aging Doesn't Work Correctly When Credit Control Is Installed

Summary Amounts On The Credit Control Enquiry Window Are Incorrect

How Do I Assign Different Flavours of Debtor Letter to a Customer ?

 

How Do I Install Credit Control ?

1. Make sure that you have a good backup of your data and that all users are logged out of Great Plains.

2. Run the self-extracting exe file and extract the Credit Control chunk file to all workstations which at present have Credit Control loaded, log into Great Plains and include new code.

3. On one workstation run the Nolans ACC Install (usually on the Shortcut Bar in the Nolan Computers folder when logged in as the 'sa' user) with ALL options ticked if you are upgrading from version 5.50 or higher. If you are upgrading from a version lower than 5.50, untick the 5.50 Only checkbox to force the install to upgrade the lower version tables.

How Is the Unposted Sales Amount On The Credit Control Enquiry Window Calculated ?

1. Get the Unposted Sales Amount from table RM_Customer_MSTR_SUM (RM00103).

2. For each SOP document in SOP_HDR_WORK (SOP10100) calculate the unposted amount as Remaining Subtotal + Remaining Tax + Freight Amount + Misc Amount + Freight Tax Amount + Misc Tax Amount - (Trade Discount + Any Payment).

   This amount will be negative for Returns.

3. Add the figure from 2) to the value from 1).

Aging Doesn't Work Correctly When Credit Control Is Installed

In Nolans Credit Control we have modified the Receivables Setup window to add extra processing. One of the extra options is a radio group where you can set the Aging Method to Number Of Days or Number Of Months. This extra setup information is held in a Nolans table - NCC40101. If you check this table, and it is empty, then the table has not been initialised, and it won't have the information to run the aging process properly.

To initialise the table go the the Receivables Setup window (Setup >> Sales >> Receivables), make a note of how the Aging Method is set at present, then click on the alternative option and save the new setup. Go back in to the window and reset the Aging Method back to its original setting. This should ensure that the NCC40101 table is populated, and the aging processing should work correctly.

Summary Amounts On The Credit Control Enquiry Window Are Incorrect

The figures in the Period / Amount scrolling window are taken directly from the standard Microsoft Great Plains Customer Master Summary table - RM_Customer_MSTR_SUM (RM00103), which is updated every time a posting is made to the debtor. This table sometimes gets out of balance, and can be corrected by running a Receivables Reconcile as follows -

1. Make sure that you have a good backup of your data, and that all users are logged out of Microsoft Great Plains.

2. Go to Utilities >> Sales >> Reconcile, and run the Reconcile Receivable Amounts with the Current Debtor Information radio button checked.

This should reconcile the amounts in the Customer Master Summary table to the transactions actually posted against the debtor. If the above does not rectify the situation, you could try rebuilding the RM Keys Master table (See FAQ >> General >> Recreating The RM Key Master Table), then re-running the Receivables Reconcile.

How Do I Assign Different Flavours of Debtor Letter to a Customer ?

With the debtor letters, there are tenletters which come in four 'flavours', e.g. Debtor Letter 09_3 is debtor letter 9, flavour 3. The ten letters can be assigned to any of the overdue levels and represent the different type of letter to be sent depending on the lateness of the debt.

Which 'flavour' of letter the customer will receive for a given debt level depends on the letter number set up on the Customer Specific Report Entry window for a given customer. This window can be accessed from the Extras menu option which is available when either the Debtor Maintenance or Debtor Address Maintenance windows are invoked (Extras >> Debtor Specific Reports).

The field that needs to be assigned is the Customer Letters Field. If, when clicking on the Customer Letters lookup button, the reports lookup window is empty, then this could mean that the available reports table hasn't been initialised.

Go to Setup >> Sales >> Customer Spec. Rpts, display the window, then click on the OK button. This will initialise the available reports table, and the customer reports lookup should be populated next time you invoke it.

 

For more general product information please see the Advanced Credit Control product page.

For detailed information on the changes in each release, see the Product Releases page. For a summary of the current versions of all our products, see the Product Release Summary page.