Credit holds, limits and collections on accounts

Elements

The pieces this function usually contains in a large organisation:

• Credit limit enforcement
• Holds and release workflow
• Dunning letters

Catalog items that already cover part of it

• Customer credit limit CRM-0010
• Credit on account (fiado) RET-0028
• Fiado statement and reminders list RET-0031

Classification

Status

Present in catalog

Fit

Element candidate

Suggested module

BK: Bookkeeping, Ledger & Accounting

Suggested attributes

Pro; priority Optional; always offline. Starting points only.

Cluster

Distribution, supply chain and wholesale

Public excerpts

domain analysis

Archetypes and companies

Foodservice and broadline wholesale distribution; Home improvement and building-supply retail; Auto dealers, parts retail and service; Healthcare and pharmaceutical distribution; Construction, engineering and homebuilders.

Example companies in these archetypes: Sysco, US Foods, Performance Food Group, McLane, Core-Mark, C&S Wholesale, Home Depot, Lowe's, Menards, SRS Distribution, Ford and GM dealer networks, AutoNation. These come from general knowledge unless a source code is shown on the archetype page; it is not a statement that each company runs every element, and it implies no relationship.

Closest industry pages

• Wholesale food and grocery
• Wholesale: diversified, building and industrial supplies
• Wholesale electronics, office and technology distribution
• Home improvement and hardware stores
• Furniture and home furnishings
• Motor vehicle and parts dealers
• Auto service, repair and car wash
• Motor vehicles and parts manufacturing
• Health care wholesale and distribution
• Medical products, supplies and devices

Previous: Backorders, allocations and fill-rate reporting. Next: Rebates, chargebacks and trade-promotion settlement.

Status is a hand review against catalog names and descriptions and can be wrong. See the method.