Report with Customer credit management statistics (DSO days sales outstanding)
To check DSO statistics, user need to go on customer information and refresh statistics.
But collection agent should be able to edit a report with statistics for all customers.
As for customer aging balance (run snapshot), a process can be run to stock information.Then...
Report Customer Group credit limits
When using group customer credit limits there is no easy way to report on which company in that group has used the available credit limit
You should be able to report on the balance outstanding across all LE's for all group limits. You don't want to go into each customer and...
Add and entity for case management to import take-on cases for collections
new customer has got hundreds of invoices managed with cases but there is not entity to import the cases and their history for customer and open invoices.
Customer ageing balance not show in child company for child company transactions under SRS
1: Enable master data sharing.
2: Set USMF as parent company, T001 as Child company.
3: Share CustTable
4: posting a customer transaction in T001.
5: Create customer ageing snapshot in T001
6: No record could view in report customer ageing report.
Insurance and guarantees as credit limit
Situation:
A customer in D365 has an open balance of €500
Credit limit €0.00
Insurance and guarantees €800, increase credit limit = 100%, included in exposure = no
Total credit limit €800
When a new sales order is created for this customer, the remainin...
This would be a bug, please submit a support ticket and a bug can be filed.
Dynamics 365 Customer credit line enterprise site and link tool information capture
Wish there is an option to easily capture customer credit line request information (e.g. tool link transmission with encryption) and/or feature enterprise portal site for customer to include credit lines.
This is not something that we would consider adding to the product.
Norwegian language edit on aged balances
Hi, this is a suggestion of name edit on some fields in Norwegian due to bad translation in D365FO.
Navigation: Credit and collection > Workspaces > Customer credit and collections. Click "aged balances" in the left field.
Change language to nb-NO (Norwegian).
The text on th...
If the translation is wrong then it should be a bug.
Dynamics 365 Customer credit lines forecast inquiry by aging periods before approval
Wish there is an option to easily identify, inquiry,, report on forecast customer credit lines to be approved in aging periods from period of application, for purpose to easily identify, visualize or forecast business operations and efficiencies.
Aged Debt on Customer Credit group to work while sharing customers with Cross company data sharing
When customer table is shared across Legal entities using the Cross Company data sharing function, and customers are placed into a Customer credit group, to allow shared credit limit, we are currently unable to use the Aged debt from the Customer credit group form.
The current result is ...
Administrator
Same as ID0012920: Credit management - Credit limit Group reports