9

Credit control on overdue balances

Can we have the possibility to block the creation of new sales orders in case a customer is within the credit limit but has outstanding invoices that are due (past the due date).  For example a customer may be assigned a credit limit of €10,000 and has an outstanding balance of &euro...

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1 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in 2020 Wave 1 .

Please refer to the following link for more information: 

https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave1/dynamics365-finance/planned-features

 

Sincerely,

Dynamics 365 Finance,

Microsoft.

8

Default descriptions - Module postings for descriptions – Extend length for description from 60 characters to 512 -Customer/Sales invoice and Free text invoice

The description text is truncated to 60 characters in the FTI and customer invoice transactions even when it is allowing more than 60 characters to be defined in default description. Customers are also expecting to extend length for description from 60 characters to 512 in other transactions lik...

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1 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
8

Free Text Invoice Templates and Financial Dimensions

When creating a free text invoice out of the template using the "Create invoice by using the default values from"->"Customer account" you can encounter something very odd looking. For example if your free text invoice template had a line with a cost center but the customer record didn't then the ...

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1 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
8

e-Invoice for Thailand

I see new e-Invoice feature for some country. Will this feature be supported for Thailand? If it isn't supported, I want to request this feature for Thailand. Ref : https://docs.microsoft.com/en-us/dynamics365/finance/localizations/e-invoicing-configuration-rcs#availability-of-electronic-invoici...

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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
8

Customer to ledger reconciliation report issue when moving a Customer to another Customer group – Difference balance is not calculating correctly

Customer / ledger reconciliation report shows difference in the following scenario: there are different summary accounts for different customer groups (on posting profile setup). If you create invoices for a certain customer, then change customer group for that customer and run the reconciliation...

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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
8

Problem with the setting of number sequences groups that is blocking for consistency in accounting postings

The Number sequence group is a shared table and when we have a company specific number sequence code attached , for one company it is working and for other company system is ignoring this number sequence. Requirement :- The "Number Sequence group" field will be fed by interfaces that will create ...

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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
8

Sales order simulate delivery date window wont list all days of the week in shipping date

At present some of the days are not displaying in shipping date of simulate delivery date window of sales order. Ex : When we have a 2 day transport time and the customer has a calendar closed on Saturday and Sunday. Then we can't ship on a Thursday as the 2 days would get the product to the c...

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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
8

Default dimensions on customer transaction form

Default dimensions should be displayed on customer transaction form's grid. That will help users to filter out data on dimensions.

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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
8

Sales Return Order - Intercompany Batch and Serial numbers

Problem description With a sales order return that involves the Intercompany chain, an item with Batch and serial number is used. Upon return the serial and batch number is not entered onto the Return order. The Intercompany sales order and purchase order do however contain the numbers. EXAMPLE...

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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
8

Correct ATP Delivery date should be updated for the replacement orders

Replacement order created for the returned sales order should consider the Delivery date control and Lead time , this replacement order is as same as new sales order , where the lead time is considered

repro below

1 Prerequisite: Delivery date control set to ATP or ATP and...

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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes