108

Sales Order Prepayment Function

It would be useful if you could replicate the PO prepayment functionality and apply similar functionality on the sales order side.  We frequently have requests from clients to be able to create payments in advance from customers and link them to a SO.  I know...

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7 Comments

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Category: Accounts Receivable (182)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. 

 

Sincerely,

Shivam Pandey

Senior Program Manager

Microsoft 

77

Reference to original customer credit note on a reimbursement transaction

When you want to reimburse a credit note of your customer, it should be wishfull that the reimbursement transaction has a reference to the original credit note, so that your customer knows which credit note is paid. However, the invoice field stays empty on the reimbursement transaction. Micro...

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3 Comments

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Category: Accounts Receivable (182)

STATUS DETAILS
Needs Votes
52

Automatic settlement with a prepayment and an invoice with more than one installment

User is posting a customer payment journal and then a customer invoice with payment schedule with more than one installment. Even if the automatic settlement is setup in AR parameter, the system does not settle the two transactions. It would be good to have it work properly, since it works as ...

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1 Comments

Read more... 1 Comments

Category: Accounts Receivable (182)

STATUS DETAILS
Needs Votes
47

Consolidated Account Statement if a customer is also a vendor and vice versa

Create an AR and AP consolidated Account Statement if both the AR part id and the AP party id is linked to each other. I know that we can reclassify a credit balance to the vendor side but they were actually looking for a consolidated Account Statement showing open and not settled transactions...

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0 Comments

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Category: Accounts Receivable (182)

STATUS DETAILS
Under Review
46

Extend payment reference field payment journal AR

Several D365 users receive more individual customer payments for each payment (e.g a total payment received from a bank terminal with more payments included thus several payment references for each payment). Today there exist a limit for the 'payment reference' Field under AR->Payments ->...

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1 Comments

Read more... 1 Comments

Category: Accounts Receivable (182)

STATUS DETAILS
Under Review
41

Address selection for collection letters

Within multiple implementations I got the question if it would be possible to setup a specific address/contact details for collection purposes.

It would be a good enhancement to have a address purpose for Collections which should be used when e.g. creating collection letters.

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1 Comments

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Category: Accounts Receivable (182)

STATUS DETAILS
Under Review
39

Ability to create workspace tiles for customer aged balances with 'My Views' feature turned on

Currently with 'My Views' feature turned on users cannot create a workspace tile that holds the filters set up on the customer aged balance list page. It would be nice to be able to use the workspace tiles to divide the work up amongst AR teams. This functionality is easy and works well with 'My ...

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0 Comments

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Category: Accounts Receivable (182)

STATUS DETAILS
Needs Votes
35

Set invoice date for all invoices in Batch Invoicing

Current Design In D365 standard functionality does not allow you to update the invoice date on all selected invoices in a batch, each invoice needs to be selected and the date changed on it individually before submitting to the batch. The same applies when confirming multiple sales order and c...

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0 Comments

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Category: Accounts Receivable (182)

STATUS DETAILS
Needs Votes
34

Extend Credit Limit type to include Balance+Confirmation

Could you please extend the Credit limit type functionality in Sales ledger parameters to include one that is Balance+Confirmation. This would mean a customer available credit limit is only reduced at the point a Sales Order has a confirmation journal created and the document status changes to...

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1 Comments

Read more... 1 Comments

Category: Accounts Receivable (182)

STATUS DETAILS
Needs Votes
30

Customer open trasnsactions Entity

Create a new entity to check Customer Open Transactions, so these records can be exported or published to a portal, where customer could check if their invoices are paid or need to be paid.

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0 Comments

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Category: Accounts Receivable (182)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will wait for further feedback form the community, before adding to roadmap. 

 

Sincerely,

Shivam Pandey

PM, Microsoft