Customer group credit limit
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 tha...
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 (i...
Thank you for your feedback. This is a great suggestion! We will wait for further feedback form the community, before adding to roadmap.
Sincerely,
Shivam Pandey
PM, Microsoft
Sales proforma invoice cannot be printed when sales order is on hold
Using the Credit management future and having the credit checkpoint on sales confirmation, the proforma invoice cannot be printed. This change of functionality will be beneficial in case you need to send the proforma invoice to the customer, collect the payment and then confirm the sales order.
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...
Remedies: include interest notes in the collection letter
It would be nice to provide a report (or include the information on an already existing layouts) where interest and collections are shown together.
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 ow...
Credit management - Credit limit Group reports
Credit management has been enable. When using Credit Limit Group, no reports provide information related to credit limit Group. Suggestions: a. from the customer credit groups screen is a menu option to the Aged balances. This menu brings the aged balances up in a filtered format for this gr...
Initiate Credit Check after Sales order Value Changes
This idea is to improve the credit management functionality in D365 F&O. In the current state, a user is able to modify the sales order value before or after a credit check has been completed. Example - parameter is set to execute a credit check at time of posting sales order confirmation. If u...
Update and refresh of Customer credit and collections Workspace Tiles and Options
Current issue: Under Customer Credit and collections workspace (with Pool and Collection agents setup), choose a Pool under Aged balance tab, now switch to another tab like Cases/Activities, user will need to select the Pool again. Also, the Tiles are not getting refreshed when a new Pool is cho...
Administrator
Thank you for your feedback. This feature will be available with the release of credit management.
Sincerely,
Shivam Pandey
PM, Microsoft