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...
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...
Email template for collection letters
In standard Dynamics D365 Finance and Operations it is possible to send collection letters, as an attachment, in PDF format via email. Hereby it is possible to set a subject in the print destination setup. However, the email is sent to the customers without accompanying text. Please add the po...
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.
A pro forma document can be printed while the sales order is on credit hold. The sales order will still be on hold; however, the pro-forma document can now be printed.
Customer group credit limit
Customer A1 and Customer A2 defined in company X.
Thank you for your feedback. This feature will be available with the release of credit management.
Sincerely,
Shivam Pandey
PM, Microsoft
Address selection for collection letters
Within multiple implementations I got the question if it would be possible to setup a specific address/contact details for collection purposes.
It would be a good enhancement to have a address purpose for Collections which should be used when e.g. creating collection letters.
On hold functionality customers
Hi, The standard on hold functionality that can be used for customers is quite restrictive and does not allow users configuring holds that - for example - allow recording payments while stopping the creation / confirmation of orders and alike. What we need is a more flexible configuration that ...
POS prepayment should not be considered as a free limit
If a prepayment is registered at the POS for a sales order created at the HQ, the prepayment is open to be used as a free limit. The open balance means that it is possible to use this as a credit limit until the original sales order is invoiced and settled. A prepayment should be dedicated to the...
This is applicable for any prepayment done towards an order so moving it to the Dynamics 365 Finance team
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...
Administrator
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