Sometimes users can find it particularly challenging to
answer Customer’s questions about which invoices were applied to a particular
payment. There are numerous ways to get at this information, but one of my
favorite approaches is a SmartList
Navigation = SmartList > Sales >
Receivables Transactions > Cash Receipts Entered Today
This
SmartList is, by default, filtered for Payments with a Document Date of
Today. It can easily be modified to restrict by date ranges, customer
name/number and/or payment amounts then saved as various additional favorites
(i.e. Payments by Customer, Payments by Amount, etc.)
In this SmartList, when you double click on a payment,
Dynamics GP opens the Cash Receipts Inquiry Zoom Window, which contains
detailed information about this payment (cash, check or credit card, dates,
comments, etc.)
This window also has an Apply Button. Clicking on the
Apply Button opens the Applied To Debits Window, which presents a list of
Documents Applied to the payment the user double clicked on. From here,
these documents can be accessed, viewed and printed.
If you just have folks on the phone with customers, this
SmartList, which can be filtered by Customer, Dates, Document Numbers and
Amounts, etc. and drills down into the specifics, once a particular payment is
located, would likely do nicely to meet their needs.
In some cases, this
may not be the sum total of your problem, but on the off chance you do have
folks in Finance or Collections struggling with this problem with some minor
training, this may resolve most of the issues causing consternation. If
your needs go well beyond this, Dynamics GP has a Collections Management module
available, with a host of features to improve customer interaction.
