Provides Credit Control Management in Microsoft Dynamics NAV allowing the Credit Controller to gain control of, and track, Customers’ balances against open Customer Sales.

Easily track and log communications, logged as Actions, against a Customer, or, against a specific Customer Ledger Entry.

The SD Credit Controller Role Centre is designed to present the most important information to the Credit Controller and presents and implements everyday Credit Control tasks in a clear and simple manner.

 

microsoft-certified

 

Why use SD Credit Controller?


Easily create Workflows to automatically create Actions, create a Reminder, or create a Reminder E-Mail (with or without attachments) from SD Credit Controller

Allows for Multi-Company synchronisation from a Master to Managed Companies. Calculate the Performance Rating of your Customers across all Companies

Calculate Aging Details and Aged Debt. Create Re-Payment Plans for Customers in arrears. Assign Customers to a specific Credit Controller. Assign Credit Controllers to a Team.

Rapid deployment with no impact on existing setup

Certified for Microsoft Dynamics NAV

Learn more about SD Credit Controller

Overview Video

Version Release History PDF

http://www.dynamicsshop.com/SD-CTCR-Version/

Product Factsheet PDF

https://simplyd.ie/

What do you get with SD Credit Controller?

LICENCE

Up-to-date Microsoft Dynamics NAV license

OBJECTS

Add-on Object file (FOB)

GUIDE

Installation, set up and full use user guide

TRAINING

Online video tutorial and help files

USERS

Unlimited users based on your Dynamics NAV license

ASSURANCE

First year software assurance including all updates

SETUP

Rapid start default setup and configuration file

OPTION 1

Remote installation and setup via TeamViewer

OPTION 2

Remote training via TeamViewer

OPTION 3

Remote managed hours user support

What do you need?

VERSION

Dynamics NAV 2016 or later (Dynamics 365 coming soon)

ASSURANCE

Microsoft Active software assurance (to add new features to your license)

REGION

W1. Available in English as standard (machine translation available on request)

EDITION

Works with Start and Extended Packs and also Perpetual and SaaS licenses

PURCHASING

Either customer source ordering PIN or current Dynamics partner details needed to process order

Price

PERPETUAL

€TBC
Once off
Includes 1st year software assurance

SAAS

€TBC
Per month
Includes software assurance

DYNAMICS 365

Coming soon

ASSURANCE

16% per annum
after first year for perpetual licenses

SERVICES

€TBC
per hour
Remote installation and training

Request A Quotation


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