Partner Management on My Docs

Customer Credit Rules

Tue, 06 Oct 2020 08:48:57 +0000

Navigate to Customers

Access the Partner Management sub-module of the Finance module
Click on Customer Credit Rules
This displays a list view of Customer Credit Rules.
Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
- Search string: for filtering records
- Company: A dropdown list of companies
- On: Date time
- Customer Group

Create a Customer Credit Rule

To create a transfer, hit the Create button in the toolbar area and populate the form fields.

Customers

Tue, 06 Oct 2020 08:48:57 +0000

Navigate to Customers

Access the Partner Management sub-module of the Finance module
Click on Customers

Fig 1.0 Customers navigation.

This displays a list view of Customers.

Fig 1.1 Image showing list of existing customers.

Filter a Customer

Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
- Search string: for filtering records
- Company: A dropdown list of companies
- Customer Group
- Type: A dropdown list of partner groups.
- Mode - A dropdown list of modes
- Status: dropdown list of status types.

Fig 2.0 Image showing filter button and options for customers.

Create a Customer

To create a transfer, hit the New button in the toolbar area and populate the form fields.

Fig 3.0 Image showing button to create customers.

The following are some of the fields that needs to be populated:
- First Name
- Last Name
- Title
- Date of Birth
- National ID
- Gender
You also need to populate the fields in the following tabs:
- Address
- Contact Details
- Related Parties
- Documentation
- Bank Accounts
- First Rel Manager
- Profile
- GL Accounts
After filling out the forms, hit the Save and Close button.

Fig 3.1 Image showing save and close button after craeting customer.

View a Customer

From the list view, click on the ID of the customer to view it

Fig 3.2 Image showing ID of a customer.

Edit a Customer

From the list view, select the customer you want to edit by clicking on a checkbox
Click the edit button to edit the customer you just selected

Fig 4.0 Image showing button to edit a customer.

After editing, save the changes.

Fig 4.1 Image showing button to save changes after editing a customer.

Delete a Customer

From the list view, select the customer you want to delete
Click on the Delete button to delete the customer

Fig 5.0 Image showing button to delete a customer.

Activate a Customer

When you create a customer, it status will be pending
To activate the newly created customer, search for the customer using the search filter
Then click the Activate button to activate the customer (it status will change to Active)

Fig 6.0 Image showing button to activate a customer.

Deactivate a Customer

Only an active customer can be deactivated

Sales Agents

Tue, 06 Oct 2020 08:48:57 +0000

Navigate to Sales Agents

Access the Partner Management sub-module of the Finance module
Click on Sales Agents

Fig 1.0 Sales Agents navigation.

This displays a list view of Sales Agents.

Fig 1.1 Image showing list of existing sales agents.

Filter Sales Agents

Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
- Search string: for filtering records
- Status: dropdown list of status types.

Fig 2.0 Image showing filter button and options for sales agents.

Create a Sales Agents

To create a sales agent, hit the Create button in the toolbar area and populate the form fields.

Fig 3.0 Image showing button to create sales agents.

The following are some of the fields that needs to be populated:

Vendors

Tue, 06 Oct 2020 08:48:57 +0000

Navigate to Vendors

Access the Partner Management sub-module of the Finance module
Click on Vendors

Fig 1.0 Vendors navigation.

This displays a list view of Vendors.

Fig 1.1 Image showing list of existing vendors.

Filter vendors

Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
- Search string: for filtering records
- Grouping: A dropdown list of vendor types
- Status: dropdown list of status types.

Fig 2.0 Image showing filter button and options for vendors.

Create a Vendor

To create a vendor, hit the New button in the toolbar area and populate the form fields.

Fig 3.0 Image showing button to create vendors.

The following are some of the fields that needs to be populated:

Partner Groups

Mon, 16 Nov 2020 13:59:39 +0100

Navigate to Partner Groups

Access the Partner Management sub-module of the Finance module
Click on Partner Groups

Fig 1.0 Partner Groups navigation.

This displays a list view of Partner Groups.

Fig 1.1 Image showing list of existing partner groups.

Filter Partner group

Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
- Search string: for filtering records
- Company: A dropdown list of companies
- Type: A dropdown list of partner groups.
- Status: dropdown list of status types.

Fig 2.0 Image showing filter button and options for partner groups.

Create Partner Group

To create a partner group, hit the Create button in the toolbar area and populate the form fields.

Fig 3.0 Image showing button to create partner groups.

The following are some of the fields that needs to be populated:

Customer Accounts

Tue, 13 Oct 2020 15:21:01 +0200

Customer Accounts provides the finance account view for customers. Use it to confirm the GL accounts, balances, and account relationships created for customer records.

Customer Balances

Tue, 13 Oct 2020 15:21:01 +0200

Navigate to Customer Balances

Access the Partner Management sub-module of the Finance module
Click on Customer Balances

Fig 1.0 Customer balances navigation.

This displays a list view of Customers Balances.

Fig 1.1 Image showing list of existing customer balances.

Filter Customer Balances

Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
- Search string: for filtering records
- Company: A dropdown list of companies
- Customer Group: A customer group to restrict to
- On: The date on which we would like to view balances
- Mode - The type of account we want to view (Cash, Facility, Loan, Expense, etc.)
- Currency: The currency we want to pay attention to (NGN, USD, GBP, etc.)

Fig 2.0 Image showing filter button and options for customer balances

View a Customer Balance

Click the customer number, this will redirect you to the customer view

Fig 3.0 image showing customer number.

From the customer view, you can edit, view valuation. create case, deactivate an active customer etc.

Fig 3.1 Image showing customer view.

Export Customer Balances

Users with rights can export the schedule of customer balances to Excel, based on whatever filters have been set.

Fig 4.0 image showing button to export customer balances.

NOTE: If you click the customer Fin Account, it will redirect you to the customer’s GL Account view

Customer Debit Balance Age

Tue, 13 Oct 2020 15:21:01 +0200

Navigate to Customer Debit Balance Age

Access the Partner Management sub-module of the Finance module
Click on Customer Debit Balance Age

Fig 1.0 Customer Debit Balance Age navigation.

This displays a list view of Customer Debit Balance Age.

Fig 1.1 Image showing list of existing customer debit balance age.

Filter Customer Debit Balance Age

Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
- Search string: for filtering records
- Company: A dropdown list of companies
- Customer Group
- On: Date time
- Currency: dropdown list of currency types.

Fig 2.0 Image showing filter button and options for customer debit balance age

View a Customer Debit Balance Age

Click the partner number, this will redirect you to the partner view

Fig 3.0 image showing customer number.

From the customer view, you can edit, view valuation. create case, deactivate an active customer etc.

Fig 3.1 Image showing customer view.

Export Customer Debit Balance Age

Export the customer debit balance age data to excel by clicking the Export button in the toolbar area

Fig 4.0 image showing button to export customer debit balance age.

Vendor Balances

Tue, 13 Oct 2020 15:21:01 +0200

Navigate to Vendor Balances

Access the Partner Management sub-module of the Finance module
Click on Vendor Balances

Fig 1.0 Vendor Balances navigation.

This displays a list view of Vendor Balances.

Fig 1.1 Image showing list of existing vendor balances.

Filter Vendor Balances

filtering the records:

Vendor Credit Rules

Tue, 13 Oct 2020 15:21:01 +0200

Vendor Credit Rules are control records for vendor credit limits, exposure checks, and related finance policies.

Screenshot: Vendor Credit Rules list view

Fields

Field	Meaning
Vendor	The vendor covered by the rule.
Rule Type	The policy or exposure rule being applied.
Limit	The approved credit or exposure amount.
Currency	The currency of the limit.
Status	Indicates whether the rule is active.

HowTo

Open Finance.
Select Partner Management.
Open Vendor Credit Rules.
Review or create the rule.
Save and activate it when it is ready for use.