Debtor Functions Drop down

Debtors Module> Configuration> Debtor Setup> Functions Dropdown

Create Sales Lead	Allows you to easily create a sales lead from a debtor or customer screen if they want more business or services without having to recapture all information that already exisit within the system.
Alerts
Target	Allows you to set monthly targets for the year
Time Logging Budget	Allows you to setup time logging budget
Contracts	Allows you to view maintenance contracts
View Recurring Transactions	Allows you to set and view recurring transactions
Mobile Sync Activate All	Allows you to activate mobile sync on all debtors
Mobile Sync Deactivate All	Allows you to deactivate mobile sync on all debtors
Change to Prospect	Allows you to change a debtor/ customer to a prospect
Change to Opportunity	Allows you to change a debtor/ customer to an opportunity
Update Debtors

Create Sales Lead

Sometimes your debtors or customers switch to sales leads when there is a change in their interest or want more business from you. The button helps with easily changing the debtor/ customer to a sales lead without having to recapture information that already exists within the system. Creating a sales lead also helps with marketing and sales efforts effectively to maximise revenue and maintain a well-organised debtor/ customer database.

When the sales lead button is selected from the functions dropdown the create sales lead screen will pop-up

You need to click yes to create a sales lead

When you click yes it will take you directly to the created sales Lead

Should you want to capture other details on the sales lead screen go to Sales Lead Process

Alert

You can create alerts on the system that will notify you when a new client is adding a new document or editing a document for a debtor/ customer.

Alert Number	After clicking save the alert number will be generated by the system
Source Type	Select a debtor/ customer type on the dropdown
Document Type	Select document type on the dropdown This is where you indicate where you want the alert to be
Debtor	Select debtor/ customer on the dropdown
Target User
Reference	A note that will assist you to recall what the alert
Notes	A detailed note to remind you why you put the alert
Date Time Created	Date and time will be generated by the system after you click save
Action On	This is when should the system send you and alert. When adding or deleting something on the selected source and document type
Name	The name of the person adding the alert
Active	Put a tick on if alert is active and do not put tick if the alert is not active

Targets

Managing debtor/ customer budgets within Huge ERP system is crucial for maintaining healthy cash flow, reducing the risk of bad debt and ensuring that the debtor/customer credit policies are consistently enforced. It allows you to strike a balance between extending credit to debtors/ customers and minimising financial risk.

Period	This reflects the month of budget
Start Date	The start date of the targeted budget
End Date	The end date of the targeted budget
Amount	The budgeted Amount
Actual Amount	The actual amount made in that period
Variance Amount	The budget amount minus the actual amount equals to variance amount (Difference between amount and actual amount)
Last Date Actuals Updated	This shows the last date the budget was updated.

Time Logging Budget

Time log budgets within Huge ERP allow you to effectively manage time-related resources, control costs, and achieve operational excellence. Time logging budgets are designed to enhance your efficiency and profitability through smart time management.

Description	Add a short heading describing the why you creating a time logging budget
Date From	Add the start date of the project
Date To	Add the end date of the project
Budget Qty	Add the budget amount agreed on with the debtor/ customer
Budget Value	Add budget value agreed on with the debtor/ customer
Adjustments	If there are any adjustments to the budget add them here
Adjustment Date	This is the date when the adjustments were made between the two parties
Incl Travel	Put a tick on if the budget amount or value includes travelling
Incl Toll Fees	Put a tick on if the budget amount or value includes Toll fees
Incl Disbursements	Put a tick on if the budget amount or value includes disbursements
Incl Non Bill Qty	Put a tick on if the budget amount or value includes Non-Bill Qty

Contracts

You can view all service-level agreements or contract maintenance for a client or debtor.

View Recurring Transactions

Debtors module> Configuration>Debtors Setup > View Recurring Transactions

Recurring transactions provide convenience and predictability, reducing the need for manual financial management.

When you click recurring transactions it will take you to the screen below. To see a list of recurring transactions you need to click on search and the list will appear.

Insert clicking Insert will allow you to generate a range of transactions for this debtor based on criteria selected on the Insert form. Bear in mind all transactions generated from this action will have the status Recurring Transaction

Close closes this form.

Clicking on the Detail tab will list the following details of all the transactions for the selected contract.

Date for each transaction into the future.

Transaction Type

Status (Posted / Not Posted / Cancelled)

Processing Type (Automatic / Manual)

Document Number in the event of the transaction having been processed,

Description as it appears on the transaction i.e. Invoice Description

View Transaction	Allows you to Edit (if not posted), View (if posted) the selected transaction
Change Status	When a range of invoices gets generated for a contract the Status of these invoices will be set to Recurring Transaction and cannot be posted with this status, therefore clicking this button will change the status to Preparation which the system can process.
Delete	Transactions with the status Recurring Transaction cannot be deleted from the normal grid view i.e. Invoice search grid, these transactions can only be deleted from this button. Clicking this button will result in this invoice being deleted and the status on this grid will be set to cancelled.

Mobile Sync Activate All

Debtors module> Configuration> Extras

Mobile Sync Allows

the activation of the mobile display of this item on the Webatar app.

Mobile Sync Deactivate All

Debtors module> Configuration> Extras

Mobile Sync Allows

the deactivation of the mobile display of this item on the Webatar app.

Change to Prospect

Change To Opportunity

Debtors module> Configuration> Extras

Allows the debtor selected to be changed from debtor to Opportunity.

Update Debtors

Sales Rep	To update a sales Rep to a new Sales Rep. Select the sales rep you want to update on the dropdown
Division	Select the Division you want to update on the dropdown
Region	Select the region you want to update on the dropdown
Status	Select the status update on the dropdown
Category	Select the category update on the dropdown
Acc Manager	Select the account manager update on the dropdown
Billing Group	Select the billing group update on the dropdown
Partner	Select the partner update on the dropdown
Default Address	Select the default address on the dropdown
Enforce Sales Rep	Select Yes to enforce sales rep or select No if you don't want to enforce sales rep
Override	Put a tick on override if you want to override a selection made on the dropdown