Once the app is installed, you can either do your setup manually, or using Assisted Setup. These instructions are for manual setup so if using Assisted Setup, please refer to the Assisted Setup instructions.
The first option is to go through the setup manually. This consists of going into each of the setup pages (highlighted throughout the user guide) and creating the required business setup. Navigate to the "Clever Credit Setup" page by typing it into your search bar.
Firstly, if wanting to utilise Clever Dashboard for Clever Credit, select the Get Default Configuration package in the ribbon (or via a notification on this page), and ensure you 'Apply the Package'. This will install the Configuration Package 'CCH', called 'Clever Credit Dashboard Data'.
To install default "Aging Bands" and "Status Codes" into your database, selecting the Initialise option in the ribbon will import data into these tables so you can start using Clever Credit immediately. These can be edited or added to as per your business needs so for more information on what these are and how to change them, refer to the Aging Bands and Status Codes articles.
If Release Doc. On Credit Release is turned on, this will mean that when a Credit Controller navigates through Business Central to release the document from being 'Credit Held', it will also set the Status field (situated on the document header) to 'Released'. This indicates to users and Business Central that the document(s) can move through to the next stage of their process.
The Default Credit Controller is the user who will be able to release all credit held documents and will see customers on the credit control page that have not been assigned to another Credit Controller. The Statistics Calculated field is a non-editable field controlled by the Calculate Customer Statistics Action in the ribbon. Selecting this option (or via the Notifications on installation of the app) will automatically set the field to 'True'.
The Exclude Held Docs from Credit Limit field, when selected as 'True' subtracts the value of held sales/service documents from the Outstanding Orders value which can be found in the Customer Statistics Factbox from a "Customer" card.
In the Credit Control Reporting Period field, we can set a date formula which impacts the data found in the Collection Performance cues from the Role Center.
If you wish to assign a grace period for Overdue credit as a Global Setting, rather than Customer specific, you can populate the Default Overdue Credit Grace Period field. This must be populated with a Positive time formula and will error if a negative number is entered. Where the "Customer" Card is populated with a Grace Period, the value in the "Customer" Card takes priority.
The purpose of this field is to provide a window of time that allows the Customer's Account Status to not shown as 'Overdue' when they do have Overdue invoices, allowing them the flexibility of having more time to raise Sales Orders and not be credit held. The Account Status is based on 'Todays' date so for example, when not populating the Grace period field (either in Setup or on the "Customer Card"), if 'Todays' date was '30/06/2023', any "Posted Sales Invoices" with a Due date of anything up to 29/06/2023 would be classed as Overdue so if another "Sales order" was released, it would be Credit Held. If, however there was a Grace Period for '10D' (10 days), this would mean any "Posted sales invoices" with a Due Date of anything up to '21/06/2023' would be Overdue, in which case anything dated '21/06/2023 - 30/06/2023' would not (because these are dated within the '10D' grace period).
As the grace period is only utilised for the "Credit Held List" and is solely for giving Customers more flexibility from being credit held, the grace period only impacts this part of the process, therefore only the Account Status and "Credit Held List" are based on this calculation. Any other area within Clever Credit or standard Business Central will not check the grace period when calculating Overdue Invoices, meaning pages such as the "Clever Credit" (list and factboxes) and "Customer Ledger Entries" will all show Sales documents as Overdue ignoring the grace period.
Sales & Service FastTabs
The fields within these 2 FastTabs control what documents are credit held (either due to being over their Credit Limit or they have an Overdue payment) for both Sales and Services. Selecting any documents within these FastTabs as 'True' will ensure when that document is released, the document will automatically be put on hold, requiring a Credit Controller to release the document. These can also be managed on a Customer basis from the Clever Credit FastTab on the "Customer" Card.
Credit Control FastTab
Within this FastTab there is a field called Recalculate on Cust. Ledger Entry Insert.
When this option is 'True', the values and ledger entries on the "Clever Credit" screen will be updated as and when postings are made to the customer ledger. This means that the values on the "Clever Credit" page will be updated continually and will always show real time figures within your appropriate aging bands.
If this field is 'False' the recalculation will only be performed each time you re-open the "Clever Credit" page.
Document Delivery FastTab
The Document Delivery FastTab will only be shown if Clever Document Delivery is installed. Doc. Delivery Document Types can be selected in all three fields. The fields related to emailing function on some Clever Credit pages will be explained in more detail within the Interactions article.
Note: Notifications for when a sales document has been credit held can be optionally disabled. To disable the notifications, navigate to the "My Notifications" page from the search bar and ensure the Enabled field shows as 'No' (untick). Changing this to 'Yes' will then enable the notifications again if required.