Ideas for Acumatica

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AR Customer Credit Checking and Monitoring Integration

Add the ability to integrate through configuration with third party providers like D&B for credit checking and monitoring.  When a new customer is created, allow the Action to perform a credit check. Once the check is complete, write an Activity to the Customer record with the credit details.  Update a visible indicator on the customer record to notify the user of the overall results based on user settings (Credit Score, Credit Score Risk Index, Financial Stress Score, Supplier Evaluation Risk, etc.).  Add the ability to selectively run credit risk checks on existing customers based on balance, days past due or simply users desire to check a customers credit risk status before allowing a new purchase.  Add last date credit check run field to Customer screen.

  • Joel Gress
  • Sep 20 2019
  • Gathering Feedback
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