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Automated Reporting of Receivables

Rule-based labeling Date&time calculation Send email Manual table manipulation Receivables
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This workflow 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 persons and customer credit rating. Based on the sum of the due invoices as well as the customer credit rating, it automatically assigns actions to the sales department. These rules can be complemented manually. Finally, the receivables are reported via email to the responsible persons and additionally stored in a spreadsheet.

Used extensions & nodes

Created with KNIME Analytics Platform version 4.6.3
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    KNIME Base nodes Trusted extension

    KNIME AG, Zurich, Switzerland

    Version 4.6.2

    knime
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    KNIME Excel Support Trusted extension

    KNIME AG, Zurich, Switzerland

    Version 4.6.2

    knime
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    KNIME JavaScript Views Trusted extension

    KNIME AG, Zurich, Switzerland

    Version 4.6.2

    knime
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    KNIME Javasnippet Trusted extension

    KNIME AG, Zurich, Switzerland

    Version 4.6.0

    knime
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    KNIME Math Expression (JEP) Trusted extension

    KNIME AG, Zurich, Switzerland

    Version 4.6.0

    knime
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    KNIME Quick Forms Trusted extension

    KNIME AG, Zurich, Switzerland

    Version 4.6.0

    knime
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    KNIME Statistics Nodes Trusted extension

    KNIME AG, Zurich, Switzerland

    Version 4.6.0

    knime
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