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Credit Management & Collections for Business Central — A build-to-order AL extension that adds credit limit checks, risk scor — 1/1イメージプレビュー

A build-to-order AL extension that adds credit limit checks,

risk scoring, automated dunning cycles, a collections worklist and finance-charge calculation to Microsoft Dynamics 365 Business Central — installed as a per-tenant extension and supported by ECOSIRE.

Credit Management & Collections for Business Centralとは?

A build-to-order AL extension that adds credit limit checks, risk scoring, automated dunning cycles, a collections worklist and finance-charge calculation to Microsoft Dynamics 365 Business Central — installed as a per-tenant extension and supported by ECOSIRE. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.

主な機能

Credit-limit checks with configurable enforcement (warn or block) at sales order release and posting, via event subscribers on the standard posting routines
Weighted customer risk score surfaced on a Customer Card factbox, computed from overdue aging, payment history and exceeded-limit events
Automated multi-stage dunning cycles driven by aging buckets, scheduled through the Business Central job queue with per-stage templates
Collections Worklist page: prioritized overdue accounts with owner assignment, follow-up dates, and one-click drill-down to ledger entries
Promise-to-pay tracking with amount, due date, status (kept/broken/pending) and automatic worklist re-surfacing on broken promises
Interest and finance-charge calculation aligned to customer payment terms, producing standard BC finance charge memos for review before posting
Scheduled customer statement distribution by email with PDF attachment, batched through the job queue per customer or segment
Call and contact logging against each collections case, retained as an auditable activity history (not lost notes)
REST / OData v4 API endpoints exposing collections cases, promises and risk scores for Power BI, Dataverse and Power Platform
Explicit AL permission sets for credit controller, collections agent and read-only reviewer roles
Dunning suspension rules for disputed invoices and customers under a payment plan, so legitimate holds are not chased
Configurable aging buckets, dunning thresholds and charge rates via a setup page — no code change to tune policy

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

  1. 1

    ご注文

    一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

  2. 2

    構築とインストール

    ECOSIRE がお客様の Dynamics 365 Business Central 上で構築・設定・インストールします。

  3. 3

    本番稼働 + サポート

    約1週間(営業日ベース)で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。

この製品について

Microsoft Dynamics 365 Business Central ships solid receivables plumbing — posted entries, reminders, finance charge memos, payment terms — but it leaves the credit controller doing the hard parts by hand: chasing overdue accounts across spreadsheets, deciding who to block, and re-keying promise-to-pay notes that vanish at month end. Credit Management & Collections for Business Central is a custom AL extension that closes that gap and is built specifically for your tenant.

This is a build-to-order engagement, not an instant AppSource download. After purchase, ECOSIRE scopes your credit policy, builds the extension in AL (table and page extensions on Customer, Cust. Ledger Entry and Reminder, plus new collections tables), and installs it as a per-tenant extension on your Business Central Online (or on-prem) environment. You get the source, the permission sets, and a working dunning engine wired to the BC job queue.

Functionally it adds: configurable credit-limit checks and a weighted risk score surfaced on the Customer Card; automated multi-stage dunning cycles driven by aging buckets; a Collections Worklist page with promise-to-pay tracking, follow-up dates and call logging; interest and finance-charge calculation aligned to your terms; and scheduled customer-statement distribution by email. Event subscribers hook posting routines so a blocked customer can be stopped at order release, honestly and predictably.

Everything respects BC's data model and security: queries are filtered, permission sets are explicit, and the collections data is reachable over the standard BC REST/OData v4 API for Power BI or Dataverse / Power Platform reporting. The goal is concrete — fewer overdue dollars sitting past terms, and a controller who works a list instead of a mailbox.

得られるもの

  • Per-tenant AL extension (.app) built for your Business Central version and installed on your environment by ECOSIRE
  • Full AL source code: table/page extensions, new collections tables and pages, event subscribers, and job queue codeunits
  • Permission sets for credit controller, collections agent and read-only roles, ready to assign to BC users
  • Job queue entries configured for dunning runs and scheduled statement distribution
  • Configuration of credit policy: aging buckets, risk-score weights, dunning stages, charge rates and statement schedule to your rules
  • Setup and admin guide plus a short handover walkthrough for your AR/credit team

これは誰のためのものですか

AR / Credit Controller

Owns overdue receivables and DSO. Wants a single prioritized worklist, automated dunning, and reliable credit-limit enforcement instead of chasing accounts manually across spreadsheets and email.

Finance Manager / Controller

Needs predictable cash flow, defensible credit policy and reporting on aging and risk. Cares that enforcement is consistent and that collections activity is auditable in Business Central.

Business Central Administrator

Responsible for the tenant and extensions. Wants clean per-tenant AL with explicit permission sets, job queue scheduling, and OData endpoints that follow BC conventions and survive Microsoft upgrades.

Credit Management & Collections for Business Central の比較方法

基準エコシエールカスタムビルド競合他社Dynamics 365 Business Central 標準機能
Automated multi-stage dunning via job queue付属部分的なサポート付属部分的なサポート
Collections worklist with promise-to-pay tracking付属部分的なサポート部分的なサポート含まれていない
Weighted customer risk scoring on the Customer Card付属部分的なサポート部分的なサポート含まれていない
Credit-limit enforcement at order release via event subscribers付属付属部分的なサポート部分的なサポート
Built, installed and supported on your tenant by the vendor付属部分的なサポート含まれていない含まれていない
Full AL source code handed to you付属付属含まれていない含まれていない
Tuned to your exact credit policy and aging buckets付属付属部分的なサポート部分的なサポート
REST / OData v4 endpoints for Power BI / Dataverse付属部分的なサポート部分的なサポート部分的なサポート

Credit Management & Collections for Business Central に関するよくある質問

How long until it is live, and how is it installed?

Typical delivery is one working week from the scoping call, depending on how many credit-policy rules and dunning stages you need. ECOSIRE builds the extension in AL and installs it as a per-tenant extension directly on your Business Central environment — there is no AppSource download. You receive the compiled .app, the source, and the configured job queue and permission sets.

Do I get ongoing support and updates when Microsoft updates Business Central?

Yes. Because Business Central Online ships major updates twice a year, the extension is built against Microsoft's supported AL events and APIs to minimize breakage. ECOSIRE provides a post-delivery support window for fixes and offers an optional maintenance arrangement to retest and recompile the extension against each new BC release.

Does this replace Business Central's native reminders and finance charge memos?

No — it builds on them. The extension still produces standard BC finance charge memos and reminders for your team to review and post, but it adds the automation, worklist, risk scoring and promise-to-pay tracking that the core product leaves manual.

Can the collections data feed Power BI or the Power Platform?

Yes. Collections cases, promises-to-pay and risk scores are exposed over the standard Business Central REST / OData v4 API, so they can be consumed by Power BI, surfaced in Dataverse, or used in Power Automate flows alongside the rest of your BC data.

Will it work with our customizations and on-premises Business Central?

The extension is designed to coexist with other per-tenant extensions and uses event subscribers rather than modifying base objects, which is what keeps it upgrade-safe. It targets Business Central Online by default and can also be delivered for a supported on-premises deployment; ECOSIRE confirms your version and existing customizations during scoping.

見積もりを依頼

Credit Management & Collections for Business Central

A build-to-order AL extension that adds credit limit checks, risk scoring, automated dunning cycles, a collections worklist and finance-charge calculation to Microsoft Dynamics 365 Business Central — installed as a per-tenant extension and supported by ECOSIRE.

  • Credit-limit checks with configurable enforcement (warn or block) at sales order release and posting, via event subscribers on the standard posting routines
  • Weighted customer risk score surfaced on a Customer Card factbox, computed from overdue aging, payment history and exceeded-limit events
  • Automated multi-stage dunning cycles driven by aging buckets, scheduled through the Business Central job queue with per-stage templates
  • Collections Worklist page: prioritized overdue accounts with owner assignment, follow-up dates, and one-click drill-down to ledger entries

見積もりを依頼

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