Process: Payment Practice Analysis

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This is a reference example created by Docs4Apps to showcase the structure, depth, and Microsoft-aligned writing style we apply to documentation projects for ERP extensions. While the app itself is a demo, the documentation is based on real-world use cases and resembles what we deliver to actual customers.

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This article outlines the standard process for analyzing payment practices in the ERP system.

Overview

The analysis process includes:

• Data collection.
• Performance analysis.
• Trend identification.
• Improvement recommendations.

Data collection

Configure analysis

1. Choose the icon, enter Payment Analysis, and then choose the related link.

2. Set analysis parameters:

   Analysis Period: [Date Range]
   Data Sources: [Transaction Types]
   Metrics: [Key Indicators]
   Comparison Basis: [Benchmark]
   

3. Select analysis scope:

   • Payment timing
   • Supplier categories
   • Industry sectors

Data preparation

1. Gather metrics:

   • Payment times
   • Late payments
   • Dispute rates

2. Verify data quality:

   • Completeness
   • Accuracy
   • Consistency

Analysis process

Performance analysis

1. Calculate key metrics:

   Metric	Formula	Target
   Average Payment	Sum days/Count	< 30 days
   On-Time %	On-time/Total	> 95%
   Late Value	Sum late amounts	< 5%

2. Compare performance:

   • Historical trends
   • Industry benchmarks
   • Target metrics

Trend identification

1. Analyze patterns:

   • Payment timing
   • Supplier behavior
   • Seasonal impacts

2. Identify factors:

   • Process issues
   • Resource constraints
   • External influences

Improvement planning

Analysis results

1. Document findings:

   • Key issues
   • Root causes
   • Impact assessment

2. Develop recommendations:

   • Process changes
   • Policy updates
   • System improvements

Implementation planning

1. Action items:

   • Priority actions
   • Resource needs
   • Timeline

2. Monitoring plan:

   • Progress tracking
   • Performance measures
   • Success criteria

Best practices

Analysis guidelines

1. Regular review:

   • Monthly metrics
   • Quarterly trends
   • Annual assessment

2. Quality measures:

   • Data validation
   • Analysis verification
   • Documentation

Problem resolution

1. Common issues:

   • Data gaps
   • Analysis errors
   • Inconsistent results

2. Resolution steps:

   • Investigate cause
   • Apply corrections
   • Verify results

Related information

PayTrack 365 Overview
Process Report Generation
Understand Payment Data
Handle Disputed Invoices