AR & Collections Management - Release Notes

1. Resolved an issue where, after navigating to the Exception Manager from the Exception List, the applied filters on the Exception List screen were being lost. Additionally, in certain scenarios, users were incorrectly redirected to the Role Center screen instead of returning to the Exception List screen when navigating back from the Exception Manager.

1. Fixed a defect on the Contact Event screen where adding or modifying an invoice number would clear the previously-entered long comments.

2. Fixed a defect in the Collection History Report where comments entered in the Contact Event screen were not being displayed in the report if no invoice number was provided. The report layout was also improved.

1. Added a function to manually remove the hold from a Credit Memo in the “Orders On Hold“ screen, if there are already credit memos documents on hold.

1. While processing the 'Projected Cash Flow - Company' report, a string length error was encountered. To resolve this, we increased the size of the variable to accommodate the required length.

1. On the Manage Customer Exception screen, the "Update ALL NCD" action was mistakenly hidden. This action allows users to update the Next Contact Date for all customer exceptions at once. This action has been made visible again.

1. In the Exception List, there is a flag called 'JE Created' that gets marked during the Write-Off process of an exception. However, this flag was being incorrectly unmarked during the next 'Generate and Update Exception' operation, even after it was set.

1. A new field, Remove Hold After No. of Days, has been added to the Customer Debt Collection Setup screen. Users can define the value in day format only (e.g., 3D, 5D).

For example, if a user enters 5D in the Remove Hold After No. of Days field on the Customer Debt Collection Card, the Credit Hold will be automatically removed during the Generate and Update Exceptions operation for customers who were placed on hold five days ago, based on the Work Date."

2. Enhanced the functionality for recording the Removal of Credit Hold. Previously, specifying a Reason Code was mandatory when removing a Credit Hold from a Customer or Sales Document. Now, users have the flexibility to choose whether they want the Reason Code field to be mandatory or not. To support this, a new setting called Disable Reason Code Mandate has been added to the Debt Collection Setup screen.

1. Screens such as Customer Debt Collection Card, Sales Order, and Customer were getting locked and disabled after Credit Hold was removed without Reason Code when users refreshed the screen using the browser's refresh button.

1. The Generate and Update Exception operation has been enhanced to allow users to generate exceptions for a specified date range. Previously, exceptions could only be generated from the earliest posting date to the Work Date. With this enhancement, users can now generate exceptions up to a specified "To Date" instead of being restricted to the Work Date.

1. ARC was not fully adhering to the "Read Only Access" setting configured for a Collection Representative. Despite the restriction to view-only access defined by the "Readonly Access" setting on the Collection Representatives screen, the representative was able to modify certain data.

2. The report Exception Summary by Customer previously included invoices with a remaining amount of zero, which was incorrect. This has been corrected, and the report will now exclude invoices with zero remaining amounts.

On the Contact Event screen, an issue occurred where entering the agreed payment amount resulted in an error, and the amount was not being registered. Users had to close and reopen the Contact Event screen to re-enter the amount successfully. This issue has now been resolved.

1. A user encountered an unusual issue when attempting to close the Collection Representative screen. The error was related to the length of a string exceeding its allowed limit. This issue has been identified and addressed.

1. This latest version introduces a new feature that automatically populates the default number of licenses from Stripe. For instance, if the ARC plan in Stripe has a default user count of 100, then the Number of Licenses field will be automatically set to 100 when a user purchases the subscription.

1. Added the ability to add multiple users at a time to the ARC Licensed User Setup screen.

1. Archived Exceptions were being considered while updating the Next Contact Date.

1. An error called "Due Date must have a value in Customer Ledger Entry" was displayed for customers after clicking the Generate and Update Batch button when a Due Date is empty in a ledger entry.

1. Fixed a layout issue in ARC's cash flow report.

2. Fixed a few minor issues related to the Customer On Hold (FN-002418) implementation as reported by the sales team.

1. On Customer Card, Information will be saved and shown that who and when removed the Credit Hold for a customer. User will also be able to specify a Reason Code for removing the Credit Hold for a customer on the Customer Card.

2. A new utility has been added to the Debt Collection Setup screen which updates the collection representatives against customers in bulk.

3. In previous versions of ARC, both the system generated and the manually added contact events for invoices were being shown to the user on Edit Contact Event screens. Now, only manually-added contact events will be shown to the user on Edit Contact Event screen by default. The system-generated events will be shown on a different screen which can be displayed by clicking a button on the Edit Contact Event screen.

1. Exception Reminders were being created for invoices that have due days greater than the number of days entered. The due days should be equal to the number of days entered.

2. Users were receiving an error when trying to run the Batch Change Collection Representative. The error was related to the string length of collection Rep. field.

1. Release ARC with the eMailer Manager integration. Users will be able to send Exception Reminders through the eMailer Manager when both ARC and the eMailer Manager are installed in an evironment.

1. Added support for the Credit Management functionality to the Service Order and the Service Credit Memo.

1. Issue fix specific to customer OESD. Their Sales Order credit hold functionality was not working as expected when ARC was working with their custom extension.

1. Issue fix specific to customer OESD. Their Sales Order was not working properly with their custom extension.

1. Resolved a performance issue in the Exception Summary by Customer when there is large amount of data to be displayed.

1. Added support for a customization developed for customer OESD.

1. Removed Binary Stream Reg Keys security from an Custom ARC event since it was added for a customer.

1. ARC will now also support "Service Invoice" and "Service Credit Memo" as supported document types.

2. ARC is now compatible with Multi Entity Management solution from Binary Stream.

1. User was able to access reports and screens of ARC even if user was not added as Collection Representative in ARC. Also, user was getting an informative message on Exception List screen that adding himself/herself as collection representative can allow him to access Exception List data. Now, user won't be able to access any screen or Report if he is not added as Collection Representative, also such informative message will not be shown to user.

2. User was not able to mark posted sales invoices as disputed from the "Posted Sales Invoices" screen due to a permission issue of table.

3. On the "Manage Customer Exceptions'" screen, the New Contact Event - a next contact event with a next contact date - was not updating all of the exceptions when a user clicked the next line before exiting back to "Manager Customer Exception".

1. Issue Fix : ARC was giving the Date Formula error when Language was set a German on My Setting.

1. AR & Collection Manager has become AR and Collections Management now, it will available on AppSource with the same name. All support and enhancements will be taken care by Binary Stream only.

2. Upgraded AR and Collections to BC23.

1. The AR Order screen which is opened from the Customer Card was missing multiple fields in All Contact Event List. Added additional fields to it to make Contact Event List identical to the same on Exception Manager screen.

2. Added a new module to the application called "Exception Summary By Customer" which allows the user to view various information related to exceptions consolidated by customer.

1. Removed fields "Remove Paid inv. After # Days" and "Show All Exceptions" from Debt Collection Setup screen with default values 0D and True respectively.

1. Made unused fields obsolete in order to make ARC working properly with data migration utility.

1. As per the change in the Stripe plans, changed the default plan to yearly from monthly.

1. Added the Integration event "OnbeforeCheckCrHold_OnBeforeActionEventRelease_SalesOrder" , this is to give user the possibility to add the validation before Credit hold function execute.

2. Added a new field "Shipment Date" in the "Orders On Hold" screen to be able to identify when the order is getting shipped.

1. Updated the action caption as "Edit ALL Contact” on the “Manage Customer Exception” screen.

2. Fixed the issue related to “edit contact event history” action to work for all the comments for the selected customer, to be able to see the comment for an specific invoice we need to use action “Exception Spec Comment”.

3. Updated the caption "Selection Page" on the "VLC_Selection Page" screen.

4. Resolved the issue related to "Days Late" field calculation in the "Exception list" screen.

5. Updated the "Comment Box" screen type as "StandardDialog" to allow user to see the option to select the value and save using OK button, also updated code to save the changes when user close the screen.. All actions are set Big Fix: Added the action in the ribbon to display the actions (copy comment) for both the screens "New Contact Event" and "Edit Contact Event".

1. Added the new action "Remove on Hold action" to allow users to remove credit hold from any Sales Credit Memo. this is to correct the data error which might have happend due to the previous version where the Credit hold feature was pulling the Credit Memo as well.

1. Auto Credit Hold” function was considering the released orders while applying the Credit Hold feature, so we have corrected this and excluded the release orders, now just the orders which are open will be put on Credit Hold with the "Credit Hold" feature.

2. “Credit Hold” feature was including the Credit Memo as well while applying the Credit Hold. We have fixed this issue and included only the document type "Order" and "Invoice" for the credit hold feature.

3. Resolved the issue with the calculation formula for the date error while running the update customer payment class.

1. Updated the caption as "Invoice No." on the new comment screen.

1. "Credit hold" issue with the Sales Credit Memo and Sales return order. Sales Credit Memo also going on hold when the credit limit exceed. Updated the function to exclude any document type except Order and Invoice

1. Added function to manually Remove the hold from Credit Memo from the “Orders On Hold“ screen, if there are credit memos documents on hold.

1. Added the new report “Projected cash flow – Company”.

2. Added the functionality – to create the Job queue for payment class, updated payment class, and generate and update exception.

3. Added the functionality for “Auto credit hold” with “No of days late invoice” and “Minimum Inv. Amount threshold”, this function only applies to creating sales orders, and sales invoices from the customer ,releasing orders.

4. Added the functionality for “Enable Manual credit hold” and update the auto credit hold function related to manual credit hold feature.

5. Improve the functionality of the Batch change collection representative and added the code for Batch updating account transfer.

6. Added the setup on sales & receivable setup company wise controlling the Debt Collection credit hold functionality.

7. Add a new card feature in the Debt collection Setup screen.

1. Fixed the issue assigning the Trail product instead of monthly vs Yearly product while creating the default subscription.

2. Fixed the issue related to ARC Dashboard report where customer and the total customer information was not working correctly.

1. Checked the due date of the customer ledger entry, before calculating the due date everywhere in the solution.

2. Added a screen to display the “Orders on Hold” which shows all open and released, orders and invoices.

3. Added the check to verify the user permission for ARC module, this was required for user who are not associated to collection module but still getting the permission error while release the sales order.

4. Added the Batch update the reason code/write-off exceptions.

5. Added the update and Refresh subscription functionality on the Debt Collection Setup screen.

1. Upgraded ARC to BC22.