Dynamics 365 Customer credit limit percentage of remaining utilization
Wish there is an option to easily inquiry, visualize and report on customer credit limit remaining percentage of utilization.
Invoice and delivery hold
In the aged balance page it would be nice if you could fix this column so it would stay on you saved view. You can add it and as soon as you go out and come in it's gone. It also like to move the columns around.
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...
Dynamics 365 Reportable opening balance customer interest collection letters
Wish there is an option to easily upload reportable opening balance for customer interest collection letters, for purpose to easily visualize customer with reportable interest collection letters.
Add location for users to record customer credit references
Add a location that would allow users to input a record of a customer's credit references.
Dynamics 365 Accounts receivable aging report by contacts interests
Wish there is an option to easily identify accounts receivable aging report by "users" contact listing interests. (interest scorings)
It is not clear what you mean by users for interest. Please be specific.
Dynamics 365 Accounts receivable aging goal for period status iquiry
Wish there is an option to easily identify and track main goal reached status inquiry for the period.
What is considered the main goal? Please be specific as to what you expect to see.
Dynamics 365 Accounts receivable aging report setup decision making conversions
Wish there is an option to easily setup aging report into aging report decision makings (e.g. more advertising, marketing studies, key ratios efficiencies, sale period flow, operator calls...)
Please elaborate on what the decision making decisions are...please be specific.
Having a checkpoint at 'Release to warehouse', credit limit type as 'Balance+All' system should release the sales orders where net amounts of such sales orders are within the 'Credit remaining' and stop the sales order which exceeds the limit when Automatic release of sales orders is run.
Current Design:
- Credit management checkpoint at 'Release to warehouse'.
- Credit limit type as 'Balance+All'
- Credit remaining for a customer is let us say $100000
- When sales orders with $50000 and $60000 respectively created a...
STATUS DETAILSNeeds Votes
The customer account statement should Exclude disputed invoices
The user wants to exclude disputed invoices on the customer account statement. When run customer account statement, the disputed invoice still appear on the report, it’s not reasonable.
Administrator
This does not make sense when it comes to the interest. Please submit a new idea with more detailed information.