Brochure 
| Demo Video 
| User Guide | V6.5 Release 
| V7.0 Release
Renown's AR-AP Inquiries provides significant improvements to the standard Dynamics SL Inquires for Customer and Vendor.
Payment and
Credit
Applications |
The Renown Inquiry has two Grids. The Top grid displays all selected records. The bottom grid shows all applications (Receipts, Credits, Write-offs) associated to the document selected in the top grid. This makes it much easier to see what applications have been made to reduce the outstanding balance of any source record.
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| Search |
Two tabs are provided to enable easy, flexible and powerful searches for any Account or Document. The Filter tab provides a list of common Account and Document fields that can be used to enter filter criteria. The Select tab works the same as the Dynamics SL - Report Interface and allows definiton of any selection criteria on any field in the Account or Document table.
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| Security |
Customers and/or Vendors can be associated to Dynamics SL Users or User Groups. Users can only load Accounts they have been granted access to, based on their User and/or User Group.
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Account
Consolidation |
It is possible to load multiple Accounts at one time. Aging and Historical Balances are dynamically calculated into a consolidated total for all load accounts. Review Aging or Account History for a group or class of Accounts. Load by Class ID, Terms ID, State, Region or any selection criteria you wish to analyse. The document Tab will display all documents for all selected Accounts.
This is a great facility where you have Parent/Child accounts and wish to review a consolidated position. |
Advanced Search facilities for Accounts (Customer / Vendor) or Documents (Invoices, Credits, Receipts, Payments)
Save Templates of search criteria for quick retrieval of common records
Definition data level security to limit user access to specific Customers or Vendors
Account and Document lists can be sorted by any field in the Master or Document tables
Provides Multi-company enquiry for users of the Multi-company module
Drill down to Account or Document Maintenance
Improved layout of primary transactions and their associated applications
Dynamic Aging of balances as at current date (Not last time AR Aging was run)
Display consolidated Aging for all loaded Accounts or Account Groups
Displaying selected Documents and associated Applications
The Documents Tab displays all documents that meet the defined load criteria. Aging buckets will display the consolidated Aging for all loaded records. This Aging can be calculated based on the Month the Documents were posted or a defined Statement Cycle. The balances are calculated dynamically based on today's date and not the Statement Date. Two grids are provided. The Top grid displays the documents loaded based on the Select criteria. This can include all Document Types or only specific Types defined in Filter Options. The Bottom grid displays all Documents that have been applied to the record selected in the Top Grid. If you select an Invoice in the Top it will show Credits, Payments and Write-offs in the Bottom. If you select a Payment or Credit in the Top it will show Invoices in the Bottom.
A common option is to Load only Normal Documents in the Top (Invoices, Credits, Debits) and then scroll through to see what Payments have been applied.
Alternatively Load only Payments in the Top grid and scroll through the rows to see what Invoices each Payment was applied to.
Consolidated Aging and History Values
It is possible to Load multiple Accounts (Customers/Vendors) at a time and review consolidated balances in Aging and History. This can be extremely useful if you have Accounts you need to group together for reporting or analysis.
Useful If you have multiple Customers / Vendors related to each other and wish to review a consolidated Entity position.
Useful to review Sales or Purchase History for any group or class of Accounts.
Useful for reviewing the Aging of a group or class of Accounts (Eg All Accounts with common terms)
The Totals displayed above represent the consolidated balance for all loaded Accounts and Records.
Defining Filter Criteria
The Filter Tab can be used to define filter criteria for commonly used fields. It is a simple method for selecting individual accounts or groups of accounts and for defining which record types you wish to load and review. It is also a great tool for searching and locating specific Invoice numbers or Payment references - a key feature missing in Standard Dynamics SL, as values are defined in Filter tab rows are inserted into the 'Select Tab' to build the precise load criteria. To modify or add to this criteria, to define more specific filters simply switch to the 'Select Tab' and edit the defined details. Where filter settings or values are used frequently they can be saved as a private or public filter.
Defining Selection Criteria
The Select Tab works the same as the Select tab in Dynamics SL Report Interface (ROI). The user can define any boolean criteria they require to load specific accounts or documents. Any values entered in the Filter Tab will automaticaly populate to the Select Tab as selection criteria. These defaulted rows can be edited or deleted in the Select Tab if required. An Advantage over ROI Select is that the value field allows a PV look-up on the defined field. If you are filtering on CUSTID (Customer ID) you can press the function key [F3] in the Value field to show a full list of all available Customers.
