Credit limit should have an option to also consider customer account instead of only invoice account
Currently the credit limit functions only consider the invoice account. Reference:
https://learn.microsoft. com/en-us/dynamics365/finance/accounts-receivable/customer-inv-account#other-fields-to-consider
In actual businesses, there're scenarios in which multiple custome...
Deduction Workbench - Ability to add transaction date and voucher
It would be very helpful to be able to add the transaction date and voucher in the deduction workbench, rather than having to drill into each batch number, set to see unposted, then drill in again.
Customer hold from collection letters should be connected to the Customer Status
On Customer details page, there we can use a status field for different scenarios in the system. This status can be setup with specific type of customer hold (blocking e.g. Invoice).
In the process of collection letters we can setup, that after a collection letter the customer should be ...
Flexible Credit Collection Address Configuration
Introduce a feature in D365 Finance and Operations that allows users to select whether credit collection should use the primary address (default) or another specified purpose entity. When generating credit collections, the system should post the address based on a checkbox selection for either...
Currency for the collection letters based on the invoice currency, not from customer masterdata
Now the collection letter currency on the header is taken from the customer master data and we have cases that there might be different currency on the collection letter lines. In cases where we have a customer with multiple currency invoicing we always get the default currency from customer m...
we need to force a sales order to the credit hold management even if it be partial invoiced or partial packing slip.
we need to force a sales order to the credit hold management even if it be partial invoiced or partial packing slip.
below is the example explained the requirement.
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Attach documents and notes to posted invoice journals
Credit & Collection team need the ability to enter notes & attachments on posted invoice journals.
This will help the team to keep track on activities taken to collect the open AR invoice.
The aim is to get these notes also displayed in the AR aged detailed report to view the actu...
The Credit and collections modules uses Activities (Actions, Events, Tasks, Appointments) to help with this type of information. Communication with a customer can be tracked per transaction when added from the Collections form.
Payment Stop for Auto Allocation of payments for disputed invoices
When a credit controller is reviewing transactions in aged balances they can set the collection status of an invoice to “Disputed”.
"Disputed" --> The customer has notified you that there is a problem with the transaction.
Therefore it would be useful, when pro...
Credit Hold Process - add exclusion option for the case if customer has total credit balance
Currently, there is no option to treat the following scenario:
We have accounts with a -$20.00 balance, but the credit memo was “due” last month so the account goes on hold, even though it is a credit.
The same happens if the account has a total -$20.00 balance, but ther...
Administrator
You can manually put a sales order on a credit hold or use another blocking rule to force it into a credit hold. Credit management does not do line item credit holds, it only looks at the total amount of the sales order. This would be a complete design change that we do not intend to do.