Dynamics Mobile for Payment Collections allows organizations to collect payments against open invoices in the field and register them directly on mobile phones or other mobile device.
A cross-platform Field Sales mobile application available for iOS, Android and Windows 10. It is conencted with Microsoft Dynamics AX , Microsoft Dynamics NAV and Microsoft Dynamics 365 and is intended to be used by organizations having mobile sales and delivery fleet performing presales, VAN sales , delivery or payment collection activities. It works in complete off-line mode.
The solution is natively integrated with Microsoft Dynamics NAV, Microsoft Dynamics AX and Microsoft Dynamics 365 with a native Add-on. There is no middleware database to replicate and all transactions are automatically exchanged between the mobile device and the ERP.
Dynamics Mobile syncronization technology allows the mobile application to store and consume business data locally on the device. Combined with the ability of the Dynamic Mobile apps to run on-device business logic, it allows Dynamics Mobile mobile applications to run in complete off-line mode and eliminating the need for permanent internet connection. This allwos the Dynamics Mobile apps to be used everywhere regardless of the conditions.
User may see the due invoices on the mobile device and register payment collection against the invoices via cheque, bank or cash. The collected payment is automatically sent to the ERP and settled as payment journal.
User may print payment receipt from his mobile device to a bluetooth printer right there in the field.
Driver may run end-of-the-day report to anytime during the day to see the current progress. The End-Of-the-Day report contains full reporting about the payments collected, cash on hand, cheques and others and can be used for daily reconciliation , once the collector back.
User may see the customer due invoices , credit limit and current balance.
Salesperson may see the customer number, title, address, credit balance and credit limits as well as open invoices and last orders
All transactions are augmented with GPS coodinates and rendered on the world map, allowing the supervisors to track the collectors in real time.
Supervisors may plan collectors route for each weekday and collector by providing list of customers to be visited in specific order. Collector wil see the planned route for the day on his device and may follow it accordingly. The supervisor may analyze the visited customers based on the planned route and see any variances.
All mobile-collected payment collections ,deliveries and others may be observed in real time on the world map
Various heat map reports are available ,showing the places in the world, where the most of the collections happens
The system automatically registers and analyzes the planned customer visits of the fleet and measures the compliance against the planned routes. This provides overall and fine-grained analytics over the performance of the fleet against the planned visits for the day