• Difference Letter is one part of the CIRCON Finance solution and the Add-On- for Dynamics 365 for Finance and Operations
    • Easy processing of open items directly from the Dynamics Finance module
    • Cross-industry for B2B and B2C applications
    • Status quo is available for all users across departments
    • Correspondence to customers is possible directly from the Dynamics 365 finance module
    • Open items linked to correspondence history
    • High transparency and traceability, continuous processing in Dynamics 365

RETAIL • WHOLESALE • MAILORDER
PRODUCTION • LOGISTICS • PROFESSIONAL SERVICES

DIFFERENCE LETTER

This finance add-on enables to create the detailed letter for customer with identification of payment - invoice settlement and residual differences. This is very helpful for the customer to understand better which transaction were settled to each other and obtain a list of all transactions for the specific settlement. For reconciliation purposes it can be very useful to have access to such a list of all transactions settled on a particular date, especially when any differences are included.

PROCESS DIFFERENCE LETTER

This functionality can be used directly in settlement process or subsequently from selected customer transactions. During the settlement process the difference letter can be triggered after transactions were marked for a settlement in open transactions form. But even at any time thereafter this list can be called for any customer transaction or even group of them.

DEFAULT DIFFERENCE LETTER TEXTS

Because the reason of the settlement can often be the same, this feature offers also a possibility to predefine default header and footer texts. This default text functionality supports the multilanguage definition. That means every such text can be specified for any of the AX-supported languages and is automatically printed on the letter depend on the customer language.

DOWNLOAD FINANCE APP

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VIDEO INSTRUCTIONS

DO YOU HAVE ANY QUESTIONS?
CONTACT US!

Your contact person:

Andrea Klein | andrea.klein@nospamcircon.net
CIRCON Circle Consulting AG
Schloss Eicherhof | 42799 Leichlingen
T +49 (0) 21 75/169 86 15