US - Georgia - Atlanta - AX

Expand all | Collapse all

Days Sales Outstanding

  • 1.  Days Sales Outstanding

    Posted 10 days ago
    Is there anyone who has configured the Credit and Collections module to calculate Days Sales Outstanding in Dynamics?
    Days Sales OutstandingAre there detail instructions for executing these steps below to ensure the DSO gets populated in the fields above?  I believe these are preliminary steps necessary for the DSO calculations.
     1). Credit and collections>Periodic tasks>Credit management>Update risk scores
     2). Credit management>Periodic tasks>Calculate balance statistics.

    Thank you and best regards,

    Johnny Smith




    ------------------------------
    Johnny Smith
    Mansfield Oil Company
    Gainesville GA
    ------------------------------


  • 2.  RE: Days Sales Outstanding

    D365UG/AXUG ALL STAR
    Posted 7 days ago
    Hi Johnny,

    I have done this with several customers now. The screenshot you shared above is the preliminary setup done in Credit and collections parameters. On the customer, you can find this information in the Related Information tab on the right side of the screen.


    You will have to refresh it to see the information, but it will provide it on the spot.

    As for calculating DSO for risk management, here are the instructions on Docs: Periodic credit management tasks - Finance | Dynamics 365 | Microsoft Docs


    ------------------------------
    Kelly (Kane) Gustafson
    Customer Experience Manager
    Ellipse Solutions LLC
    Dayton OH
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role