Credit Management

Credit Path Rules

Ensuring your policies are consistently implemented has never been easier.

Credit Path Rules

 

Rules can be used to define the overdue criteria to be applied to customers and the associated credit paths.

For example, a credit path can be defined based upon customer profile and collection amount.

An unlimited number of credit paths can be created by selecting from a list of actions which are also user defined. Actions are classified into calls, reviews and documents and any combination of actions can be included on a credit path. The delay between actions on the path is configurable with the option to apply a new credit status to the customer upon completion of the action.

Call actions are configurable to include a prompting narrative to aid credit controllers when talking to the customer.

With CMS3000's site definable credit path rules, you can implement all your credit policies, even if they are different per type of customer. Consistency means EVERY credit anomaly gets identified and subjected to a predefined workflow of actions.

This leads to improved control and improved customer service.

 


 

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