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Purpose Use Customer Collection Behavior Summary to compare payment and overdue patterns by customer and currency. The report evaluates invoices inside the selected invoice-date range and assigns one rating to each customer/currency result. Rating sequence No Payment → Very Slow → Slow → Excellent → Good The first matching rating is used. Rating criteria No Payment — Included invoices exist, total paid is zero, and average outstanding past-due days is greater than zero. This rule is fixed. Very Slow — At least one Very Slow limit is exceeded: average outstanding past-due days, average days since the last payment on an outstanding invoice, maximum gap between payments, or average collection variance. Slow — The result is not Very Slow and at least one corresponding Slow limit is exceeded. Excellent — The result is not in a preceding rating and meets all three limits: paid percentage is at least the configured minimum, average collection variance is at or below its maximum, and average payment gap is at or below its maximum. Good — The result does not meet any preceding rating. Good has no separate numeric threshold. Slow and Very Slow use OR logic. Excellent uses AND logic. Default criteria Slow: Avg Outstanding Past Due Days — greater than 30 days Very Slow: Avg Outstanding Past Due Days — greater than 60 days Slow: Avg Days Since Last Payment — greater than 30 days Very Slow: Avg Days Since Last Payment — greater than 60 days Slow: Maximum Payment Gap Days — greater than 30 days Very Slow: Maximum Payment Gap Days — greater than 60 days Slow: Avg Collection Variance Days — greater than 15 days Very Slow: Avg Collection Variance Days — greater than 30 days Excellent: Minimum Paid % — at least 95% Excellent: Maximum Avg Variance Days — 0 days or lower Excellent: Maximum Avg Payment Gap Days — 14 days or lower Collection variance is collection time minus the invoice credit term. Zero means on time; a negative value means early. How to set the parameters
  1. Open Administration > Master Data, then open the required Office/Branch.
  2. Open the embedded Configuration section.
  3. Edit fields beginning with Collection - Slow, Collection - Very Slow, or Collection - Excellent.
  4. Keep each Very Slow threshold greater than its corresponding Slow threshold. Keep percentages from 0 to 100 and day limits at zero or higher.
  5. Save. The values apply the next time the report runs; no application restart is required.
  6. Run the report for a known customer and date range, then confirm the rating against the displayed metrics.
Configuration selection When Branch is selected, that branch’s Configuration is used. If it is unavailable, Head Office Configuration is used. When Branch is blank, the report uses all accessible branches and Head Office criteria. Invalid or missing thresholds stop the report with a configuration error instead of silently using hidden values. Changing a threshold can change ratings on the next report run. Agree production criteria with the Finance or Credit Control owner before saving.
Last modified on September 25, 2026