产品详细信息以英文显示。翻译即将推出。
速览
- 价格
- $349.00 USD
- dynamics_365_business_central 版本
- —
- 设置时间
- 30分钟
- 许可证
- 一次永久
- 语言
- 11 语言
一次性购买
AR Collections Automation & Dunning for Business Central
A custom-built Business Central (AL) extension that automates past-due reminders, multi-step dunning cadences and click-to-pay follow-ups so your AR team recovers receivables faster — built, installed per-tenant and supported by ECOSIRE.
$349.00USD
现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。
核心功能
Configurable multi-step dunning cadences with per-level reminder templates, extending Business Central's native Reminder Terms and reminder levels
Job Queue-driven automation that evaluates overdue Customer Ledger Entries on a schedule and generates the correct reminder level automatically
Automated past-due email and SMS dispatch with a click-to-pay link to your chosen payment gateway/provider
Promise-to-pay tracking: record committed amounts and dates, auto-pause dunning until the promise date, and re-escalate on broken promises
Aging-based escalation rules driven by days-overdue buckets, balance thresholds, customer risk and dimension filters
Collector worklist page (page extension) with prioritized accounts, last-action, next-action and free-text notes per customer
AL event subscribers on payment posting and reminder creation so cadences pause the moment an invoice is settled
Dedicated permission sets for collectors vs. AR managers, respecting Business Central role-based security
BC REST/OData v4 endpoints exposing the worklist and promise-to-pay data for Power BI dashboards or external reporting
Optional Dataverse / Power Platform integration to surface the worklist in a Power App or trigger Power Automate notifications
Multi-currency and dimension-aware reminders that respect your existing posting groups and reporting dimensions
Full audit trail of every reminder, message and status change linked to the originating ledger entry
关于此产品
Your AR team should be working the accounts that need a human, not manually filtering the Customer Ledger Entries page and copy-pasting reminder emails. AR Collections Automation & Dunning for Business Central is a per-tenant AL extension that ECOSIRE builds, installs and supports directly on your Business Central environment to put the entire collections cycle on autopilot.
为什么选择 AR Collections Automation & Dunning for Business Central
Configurable multi-step dunning cadences with per-level reminder templates, extending Business Central's native Reminder Terms and reminder levels
Job Queue-driven automation that evaluates overdue Customer Ledger Entries on a schedule and generates the correct reminder level automatically
Automated past-due email and SMS dispatch with a click-to-pay link to your chosen payment gateway/provider
Promise-to-pay tracking: record committed amounts and dates, auto-pause dunning until the promise date, and re-escalate on broken promises
Aging-based escalation rules driven by days-overdue buckets, balance thresholds, customer risk and dimension filters
Collector worklist page (page extension) with prioritized accounts, last-action, next-action and free-text notes per customer
It builds on Business Central's native Reminder and Finance Charge framework rather than replacing it, then layers automation on top: a Job Queue entry runs your aging-based escalation rules on a schedule, generates the right reminder level per overdue customer, and dispatches branded email/SMS with a click-to-pay link to your chosen payment provider. Table and page extensions add a collector worklist, promise-to-pay records, and per-customer notes so every follow-up is tracked in one place inside the BC client your team already uses.
Under the hood we use AL event subscribers on posting and reminder events, table/page extensions (no schema you don't control), dedicated permission sets, and the BC REST/OData v4 API where you need external dashboards or Power BI. Optional Dataverse/Power Platform integration lets you surface the collector worklist in a Power App or trigger Power Automate flows.
Because this is build-to-order, we scope it to your dunning policy, currencies, dimensions and provider — not a generic one-size template. This is not an instant AppSource download: ECOSIRE develops the extension, deploys it as a per-tenant extension to your sandbox first, validates against your real ledger data, then promotes to production. You get the source-controlled AL app, the deployment, and ongoing support. The price shown is a one-time build fee for the standard scope described below.
你得到什么
- A source-controlled AL per-tenant extension (.app) built to your dunning policy, currencies and dimensions
- Deployment to your Business Central sandbox for validation, then promotion to your production environment
- Configured Reminder Terms, dunning levels and message templates matching your collections cadence
- Click-to-pay integration wired to your nominated payment provider/gateway
- Job Queue entry configured and scheduled for hands-off daily/periodic runs
- Permission sets for collectors and AR managers, plus a short admin runbook and user walkthrough
这是给谁的
AR / Collections Manager
Owns the receivables target and is drowning in manual follow-up across hundreds of overdue accounts. Wants consistent cadences, promise-to-pay visibility and a prioritized worklist so the team works the right accounts first.
Finance Controller / CFO
Cares about DSO, cash flow predictability and an audit trail. Wants collections enforced by policy automatically, with reporting via Power BI over the BC API rather than spreadsheets.
Business Central Administrator / IT
Responsible for the tenant. Wants a clean per-tenant extension with proper permission sets, Job Queue scheduling and no unmanaged customizations — installed and supported by a partner who knows AL.
安装概述
从ECOSIRE下载
在 ecosire.com 上购买许可证并从您的帐户仪表板下载 AR Collections Automation & Dunning for Business Central 模块 ZIP。
上传至Odoo
将 ZIP 解压到服务器上的 Odoo 自定义插件文件夹中（或通过“应用程序”>“从 Odoo.sh / runbot 上的文件安装”上传）。
安装模块
激活开发者模式，打开应用程序，单击更新应用程序列表，搜索 AR Collections Automation & Dunning for Business Central，然后按安装。
配置设置
打开新菜单，粘贴您的 ECOSIRE 许可证密钥，连接任何外部凭据（Shopify、Amazon、Stripe 等），然后保存。
验证并上线
运行内置连接测试，同步前 10 条记录，并安排定期 cron。如果出现任何问题，请联系支持人员。
AR Collections Automation & Dunning for Business Central 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | 奥杜本机 |
|---|---|---|---|---|
| Automated dunning cadence on a schedule (Job Queue) | ||||
| Click-to-pay link to your chosen payment provider | ||||
| Promise-to-pay tracking with auto-pause/re-escalate | ||||
| Collector worklist with prioritization and notes | ||||
| Built to your exact policy, currencies and dimensions | ||||
| Installed and supported by an AL partner on your tenant | ||||
| Dedicated permission sets and clean per-tenant extension | ||||
| BC REST/OData API + Power Platform integration |
关于AR Collections Automation & Dunning for Business Central的常见问题
+How long does delivery take, and how is it installed?
Typical delivery for the standard scope is about 2-4 weeks from confirmed requirements. ECOSIRE builds the AL extension, deploys it as a per-tenant extension to your Business Central sandbox first, validates it against your real ledger data, then promotes it to production with you. There is no AppSource download — we install and configure it directly on your environment.
+What ongoing support and updates do I get?
After go-live we provide a support period for bug fixes and configuration adjustments, and we keep the extension compatible with Business Central's regular update cadence (monthly/major releases). Because it's a per-tenant extension we control, version upgrades, new dunning rules or additional providers can be shipped as scoped change requests. Ongoing support/SLA terms are agreed at handover.
+Does this replace Business Central's built-in Reminders and Finance Charges?
No — it builds on them. We extend the native Reminder Terms, reminder levels and Finance Charge framework via table/page extensions and event subscribers, so your standard posting, statements and number series stay intact. The automation, click-to-pay, promise-to-pay and worklist are added on top.
+Which payment provider does the click-to-pay link use?
Your choice. We integrate the click-to-pay link with the payment gateway/provider you nominate (the one already connected to your business). The provider is part of the build-to-order scope; if you don't have one yet we'll advise on options compatible with Business Central during scoping.
+Can the collections data feed Power BI or a Power App?
Yes. The extension exposes the worklist and promise-to-pay data through Business Central's REST/OData v4 API for Power BI dashboards, and optional Dataverse/Power Platform integration lets you surface the worklist in a Power App or trigger Power Automate flows for escalations and notifications.
为什么客户信任 ECOSIRE
SOC 2 对齐
符合 GDPR
安全条纹支付
30 天退款
终身更新
LGPL-3.0 许可证
相关模块
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AR Collections Automation & Dunning for Business Central
A custom-built Business Central (AL) extension that automates past-due reminders, multi-step dunning cadences and click-to-pay follow-ups so your AR team recovers receivables faster — built, installed per-tenant and supported by ECOSIRE.
- Configurable multi-step dunning cadences with per-level reminder templates, extending Business Central's native Reminder Terms and reminder levels
- Job Queue-driven automation that evaluates overdue Customer Ledger Entries on a schedule and generates the correct reminder level automatically
- Automated past-due email and SMS dispatch with a click-to-pay link to your chosen payment gateway/provider
- Promise-to-pay tracking: record committed amounts and dates, auto-pause dunning until the promise date, and re-escalate on broken promises