Send electronic interest notes - xml format
Be able to send interest notes electronically from D365, the same way as other invoices. Interest notes are also considered as invoices. And the process for sending them should be similar to sending invoices and collection letters.
The idea is to add following parts to std D365 features:...
Error shown when completing collection case through workflow
While completing the collection case through workflow, below error is thrown. "Unable to cast object of type 'Dynamics.AX.Application.CustCollectionsCaseDetail' to type 'Dynamics.AX.Application.CaseDetail'. Expected Results: User should be able to complete the collection case successfully.
Allow Activity Type values to be deactivated / disabled
The Activity Type list of values is used across all activities (Action, Appointment, Event, Task). It's not possible to disable these and deleting them is not an option if they have been used on activities already. The value should allow for deactivation so that the legacy data can still be in...
D365 system throws an error asking to populate the Release reason when releasing credit hold on sales orders, even though the reason is already selected
In D365 F&SCM, on the Credit management hold list page, on sales orders which have been on hold for more than 7 days (with a hold reason - Days overdue), we encounter the error - Release reason is mandatory when we try to release the credit hold With posting...
A/R Aging Value of Actual Packing Slip Voucher Value
Often times a business requires accurate reporting on all shipped unbilled values in order to manage accrued A/R. Additionally, as a part of reconciliation requirements, reconciling the amount of Accrued A/R in the GL to the packing slip values/subledger is needed. Given the financial values o...
Data entity to upload collection pools to collection agents
New data entity should be created to allow possibility to upload LE specific information like "allow to view all pools", add pools and default them on Credit and collection > Collection agents. Collection agents is a global table but setup inside is local per legal entity and today need to be ...
Due date on interest note
Today there is no way to put another payment term (due date) on the interest note. The due date is inherit from the customer and it would normally be wrong to use the default payment term from the customer (f ex 45 days) on interest note which should most likely be 10 days or so. A good idea w...
Allow Deletion of Cancelled Collection Letters
If a collection letter is created but then cancelled before printing or posting, it does not have much use. It does not seem to impact the creation of the next collection letter. Perhaps there is a reason to maintain the cancelled letters, but to me they are needless clutter. Please provide th...
Reset Collection Letter sequence when account is paid
If customer makes a payment to cover what is overdue after receiving the three collection letters but defaults on payment again on the subsequent instalment, users are unable to generate collection letter for the new overdue balance. It is expected that the system allows users to generate coll...
On Order sales order status to be excluded from credit check
Currently the credit check is done at sales order header level.
A feature should be implemented to perform that at credit line level.
Specifically if certain parts are on order, they should not be included in the credit line calculation. This because otherwise the dealer will need ...
Administrator
Please submit a support case so a bug can be logged for this issue. We need to be able to reproduce the error and then we can release a fix for it.