Os detalhes do produto são exibidos em inglês. Traduções em breve.
Fatos rápidos
- Preço
- $299.00 USD
- Versões dynamics_365_business_central
- —
- Tempo de configuração
- 20 min
- Licença
- Uma vez perpétua
- Idiomas
- 11 idiomas
Compra Única
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.
$299.00USD
Sem pagamento agora. Isto envia um pedido de orçamento à nossa equipe — responderemos por e-mail com preços e próximos passos.
Recursos Principais
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
Sobre este Produto
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.
Por Que Escolher Credit Management & Collections for Business Central
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
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.
O que você ganha
- 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
Para quem é isso
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.
Visão geral da instalação
Baixe do ECOSIRE
Compre a licença em ecosire.com e baixe o ZIP do módulo Credit Management & Collections for Business Central no painel da sua conta.
Carregar para Odoo
Extraia o ZIP em sua pasta de complementos personalizados do Odoo no servidor (ou faça upload via Aplicativos > Instalar do arquivo em Odoo.sh/runbot).
Instale o módulo
Ative o modo de desenvolvedor, abra Aplicativos, clique em Atualizar lista de aplicativos, procure por Credit Management & Collections for Business Central e pressione Instalar.
Definir configurações
Abra o novo menu, cole sua chave de licença ECOSIRE, conecte quaisquer credenciais externas (Shopify, Amazon, Stripe, etc.) e salve.
Verifique e entre no ar
Execute o teste de conexão integrado, sincronize seus primeiros 10 registros e agende o cron recorrente. Entre em contato com o suporte se algo falhar.
Como Credit Management & Collections for Business Central se compara
| Critério | ECOSIRE | Construção personalizada | Concorrente | Odoo nativo |
|---|---|---|---|---|
| Automated multi-stage dunning via job queue | ||||
| Collections worklist with promise-to-pay tracking | ||||
| Weighted customer risk scoring on the Customer Card | ||||
| Credit-limit enforcement at order release via event subscribers | ||||
| Built, installed and supported on your tenant by the vendor | ||||
| Full AL source code handed to you | ||||
| Tuned to your exact credit policy and aging buckets | ||||
| REST / OData v4 endpoints for Power BI / Dataverse |
Perguntas frequentes sobre Credit Management & Collections for Business Central
+How long until it is live, and how is it installed?
Typical delivery is 2 to 4 weeks 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.
Por que os clientes confiam na ECOSIRE
SOC 2 alinhado
Compatível com GDPR
Pagamento Stripe Seguro
Devolução do dinheiro em 30 dias
Atualizações vitalícias
Licença LGPL-3.0
Solicitar orçamento
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