Sage X3 Training - AR Credit Management

In this training for Sage X3 users, you will discover effective strategies for managing Credit Hold, Customer Account setup, analysing trends with AR Analytics, and much more.
Join Sage X3 expert Philippe Gratelle as he showcases best practices in Accounts Receivables, covering essential training topics that will enhance and fine tune your ERP skills.
The following training topics are demonstrated in Sage X3 Accounts Receivable:
1. Customer Account Setup: Terms, Credit Limits and Reminder Letters criteria.
2. Managing Credit Hold: Manual and automated credit hold and release. Holding and Releasing orders.
3. Reminder Letters: Formatting reminder letters, running reminder letter selection and creating automated CRM notes.
4. Debt Collection: Use existing functionality to organise and plan collection. Create follow-up tasks and use calendar reminders.
5. Bad Debt Management: Use Sage X3 to determine which outstanding items should be classified as doubtful receivables or candidates for impairment and write-off.
6. AR Analytics: Sage X3’s Business Intelligence tools help you analyse trends in AR performance indicators such as Day Sales Outstanding and Collection Effectiveness.
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