59

Customer group credit limit

Customer A1 and Customer A2 defined in company X.

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4 Comments

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Category: Credit and collections (15)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. We are re-categorizing this feedback to get it in front of the right team.
 
Sincerely,
Shivam Pandey
PM, Microsoft

21

Due date not displayed correctly in posted interest notes

When posting interest note for open transactions, due date is not displayed correctly and terms of payment do not take effect. Posted interest note should be calculated by Due date from transaction date + terms of payment set in customer’s form. However, the system inherits this due date...

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1 Comments

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Category: Credit and collections (15)

STATUS DETAILS
Under Review
7

Add credit limit check on sending a quotation

Add credit limit check (warning or error) on sending a quotation in order to prevent this customer to get the impression he can still buy goods

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0 Comments

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Category: Credit and collections (15)

STATUS DETAILS
New
7

Attach customer invoices to collection letters send out by email to customers

Hi, Running the collection letter process allows generating a collection letter document that can be send out to the customer for example by email. This is a great functionality. What is missing though is that one wants to attach the invoices included in the collection letter to this email that ...

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0 Comments

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Category: Credit and collections (15)

STATUS DETAILS
New
6

Allow creation of a credit note when the credit limit has been exceeded

When you have a dispute with your customer and for that reason the outstanding balances have become due, it could be that your own company has caused the issue and for that reason your customer didn't want to pay. In order to resolve this situation you like to create a credit note or want to take...

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0 Comments

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Category: Credit and collections (15)

STATUS DETAILS
New
6

Exclude disputed invoices from credit limit check

Add the possiblity to exclude the balance of certain disputed invoices from the credit limit check. It could be that a customer is not paying their invoices due to bad performance of your company and during the period of the dispute you do not want to block your customer as a result of your own f...

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0 Comments

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Category: Credit and collections (15)

STATUS DETAILS
New
5

Exclude future sales order from credit limit check

It should be possible to setup a timeframe (horizon) and the balance of the orders that are outside this timeframe should not be included within the credit limit check. In some business a part of the sales is done in a preliminary stage called (pre-sales) while other sales is done right now (in ...

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0 Comments

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Category: Credit and collections (15)

STATUS DETAILS
New
5

Blocked free text invoices should be visible in the block management list page

In the new Enterprise credit limit management features that will be released soon, free text invoices should also be visible in the block management list page.

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0 Comments

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Category: Credit and collections (15)

STATUS DETAILS
New
4

Dipute status and disputed amount should be visible in collection letter form

Overdue invoices can have dispute for a partial amount. When running the collection letter these transactions are added, but you cannot easily see dispute status and disputed amount as on date of creating the collection letter.

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0 Comments

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Category: Credit and collections (15)

STATUS DETAILS
New
4

Allow file location selection in print management setup when printing collection letters

Currently, we cannot enter a file location in print management setup when attempting to print collection letters by using Print Management.  Microsoft says this is working as designed but this is a poor design for those who send large volumes of collection letters.  It is inefficient...

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0 Comments

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Category: Credit and collections (15)

STATUS DETAILS
New