Table of Contents

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After selecting the filters you want to use - the system will provide a list of all debtors that are overdue based on your filters

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Once you have the list - review and contact any you wish to contact - sending them a statement

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1. Manually on the Debtor (Locked Stop Supply)
2. Automatically
   1. Breaching Credit Limit for the Debtor
3. Manually using the Stop Supply Rules in the "Sending Statements and Stop Supply" Accounts Receivable Dashboard
   1. Amount Outstanding limit will add them to the list
   2. Days Grace limit - provides some grace days in addition to terms before enacting stop supply.

Auto Stop Supply

Setting on the Host Company form - the system will find any debtors that are overdue and put them on stop supply.

Note: any debtor may be flagged as "Never Stop Supply"

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The Stop Supply Report lists all debtors put onto stop supply since a chosen date

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Stop Supply Review

After putting debtors on Stop Supply a new list will display on the Stop Supply Report tab, showing all debtors processed

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1. If a debtor was processed but not put on Stop Supply then the Results column will show either:
   • 'Skipped', which indicates that they have 'Never Stop Supply' ticked under 'Invoicing Rules' in 'Extended Attributes' on the Debtor form. This replaces the Rating 1 in the Expanz system.
   • 'Error', which indicates an error occurred. This should be followed up with Saasplications.
2. The Result column will show 'No stmt opt', 'Stmt opt None' or 'Stmt opt Print' if the debtor's 'Statement Option' (under Additional in 'Extended Attributes') is not Email.
3. The Result column will show 'No email' if the debtor does not have an Accounts contact with an email address.
4. If the Result field is not blank then the Send and Comments fields will be disabled and a statement cannot be emailed.
5. Enter text in the Comments field to have this displayed in the email that is sent with the statement attached.
6. The email will use the email template with a Usage Context of Debtor and a System Usage of Statement.
7. The comments will replace [CreditHoldEmailComments] in the email template HTML area.
8. A single statement can be emailed by right clicking on a line and choosing 'Email statement'. The Send box does not need to be ticked.
9. A number of statements can be emailed by multi-selecting lines, using Shift + click or Ctrl + click. Only those lines with a blank Result field will be emailed. The Send box does not need to be ticked.
10. The Action menu button includes an option to email statements to all of the lines with the Send box ticked.
11. The Action menu button includes an option to list all of the debtors put on hold automatically today. This list can be used in the same way as the list generated when the debtors are put on Stop Supply.

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Uploading Large Remittance Advice - eg buying groups

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