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  • Web Application for the Automated Reporting of Receivables
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Web Application for the Automated Reporting of Receivables

Rule-based labeling Date&time calculation Send email Manual table manipulation Receivables
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This workflow creates a small web application for the automated reporting of receivables. The invoices data can be uploaded as an Excel file containing invoice and customer IDs, invoice value, terms, issue and payment dates. The CRM data are uploaded from CSV files containing responsible managers contact data and company ratings. The workflow then matches unpaid invoices with CRM data in order to follow up with the most critical customers. It calculates the overdue invoices and their total amount, and joins the data with company internal data about responsible managers and company ratings. Based on the sum of the due invoices as well as the customer rating, it automatically assigns actions for the sales department. Finally, the receivables can be reported via email to the responsible managers, or downloaded as an Excel file, or both. NOTE. The example data files are available in the workflow data area. To run the workflow from the Web Portal, make sure the files can be accessed from your local machine.

Used extensions & nodes

Created with KNIME Analytics Platform version 4.4.0
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    KNIME Base nodes Trusted extension

    KNIME AG, Zurich, Switzerland

    Version 4.4.0

    KNIME profile image
    knime
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    KNIME Excel Support Trusted extension

    KNIME AG, Zurich, Switzerland

    Version 4.4.0

    KNIME profile image
    knime
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    KNIME JavaScript Views Trusted extension

    KNIME AG, Zurich, Switzerland

    Version 4.4.0

    KNIME profile image
    knime
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    KNIME Javasnippet Trusted extension

    KNIME AG, Zurich, Switzerland

    Version 4.4.0

    KNIME profile image
    knime
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    KNIME Math Expression (JEP) Trusted extension

    KNIME AG, Zurich, Switzerland

    Version 4.4.0

    KNIME profile image
    knime
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    KNIME Quick Forms Trusted extension

    KNIME AG, Zurich, Switzerland

    Version 4.4.0

    KNIME profile image
    knime
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    KNIME Statistics Nodes Trusted extension

    KNIME AG, Zurich, Switzerland

    Version 4.4.0

    KNIME profile image
    knime
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