158

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...

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2 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Under Review
146

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...

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8 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Under Review
Ideas 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

133

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...

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3 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Under Review
104

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...

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3 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Under Review
85

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.

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3 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Completed
Ideas Administrator

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.

85

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...

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2 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Under Review
68

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.

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1 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Under Review
67

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 (153)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. This feature will be available with the release of credit management.
 
Sincerely,
Shivam Pandey
PM, Microsoft

64

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 ...

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4 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Under Review
58

Collection process automation project invoices

Hello! With the current design of the collection process automation, the system doesn't include project invoices. This configuration excludes these invoices, hence makes the functionality limited and not helpful for many customers with business mainly on projects. In the standard Create collectio...

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6 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Under Review