Customer group credit limit
Customer A1 and Customer A2 defined in company X.
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...
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...
Associate tasks created in Receivables to Credit and Collections so they show up in workspace
When tasks/activities/events are created at the Customer screen in Receivables, currently they need to be associated manually to Credit and Collections before these tasks show up in the Credit and Collection workspace (tile with open tasks count, my open tasks list, etc.). It would be great to...
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
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
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 t...
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
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...
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
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.
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.
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