3

Write off not happening for Credit Note Transactions if separate Sales Tax (is enabled) in AR parameters

If the separate sales tax parameter is enabled in AR module, the client is not able to write off the credit note. They are getting the error message "The write off process is complete. The separate sales tax check box is selected in the accounts receivable parameter form. You must settle all c...

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Category: Credit and collections (134)

STATUS DETAILS
Needs Votes
3

Inserting the "Invoicing & delivery on hold" field on the Aged Balances form.

There an issue with the saved view not retaining the "Invoicing & delivery on hold" field.

When form is closed & the saved view is reopened, the saved view will not display the "Invoicing & delivery on hold" field.


Therefore either fix this issue where the field is reta...

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1 Comments

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Category: Credit and collections (134)

STATUS DETAILS
Needs Votes
3

Credit limit adjustment

User cannot recall the workflow on a Credit limit adjustment journal after approval and neither edit or eliminate the journal.


Enable an option to recall the workflow in the credit limit adjustment to be able to make changes.


Path: Credit and Collections >...

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1 Comments

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Category: Credit and collections (134)

STATUS DETAILS
Needs Votes
3

Ability to view the data in Transaction currency in aged balances.

Ability to view the data in Transaction currency in aged balances (as of now we have Accounting and Reporting currency).

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Category: Credit and collections (134)

STATUS DETAILS
Needs Votes
3

Collection letter note report in batch

On the form for the Collection letter note report, there is a field 'Postings were considered until'. You have to fill in the date. This is not working when this will run in batch. We need an option like (Day -1). (Day -1) is the date before the day of create the report. Idea: make this more fl...

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Category: Credit and collections (134)

STATUS DETAILS
Declined
2

Payment Stop for Auto Allocation of payments for disputed invoices

When a credit controller is reviewing transactions in aged balances they can set the collection status of an invoice to “Disputed”. 

"Disputed" --> The customer has notified you that there is a problem with the transaction.


Therefore it would be useful, when pro...

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Category: Credit and collections (134)

STATUS DETAILS
Needs Votes
2

Minimum invoice amount on interest note

The parameter "minimum interest amount" in the set up in credit and collection, calculates by line. The customer want to invoice their costumers a minimum fee of 75 NOK (or more if the interest exceeds this amount) per invoice. As for now it calculates 75 NOK each line. This will cause the int...

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Category: Credit and collections (134)

STATUS DETAILS
New
2

Credit limit support in foreign currency

The credit limit should enhance to support the following scenario:

Scenario 1:

Accounting currency = MYR

Customer currency = SGD

Credit limit currency = SGD

Expected outcome = The credit management module is allo...

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Category: Credit and collections (134)

STATUS DETAILS
Needs Votes
2

Filtering by account number in customer aging report

There isn't a filter for the main account, just for Dimension.MainAccount, it would be useful to filter and see the data for an specific main account.

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Category: Credit and collections (134)

STATUS DETAILS
Needs Votes
2

While reposting cancelled packing slip and partial posting of packing slip system is not referring credit limit check

While reposting cancelled packing slip and partial posting of packing slip system is not referring credit limit check

 

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1 Comments

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Category: Credit and collections (134)

STATUS DETAILS
Declined
Ideas Administrator

The credit limit is checked again if there are no grace days setup. The credit check is always on the total order, there are no partial quantities being checked as we don't have line item credit checks, it is always the full amount.