Customer Aging Report Storage
As we all know that SSRS reports are not ideal for generating reports having huge data. Functionalities like Inventory Aging Report Storage and Inventory Value storage are evident in the fact that Microsoft is actively working on replacing the huge data reports with alternative means. Considerin...
Related Information on Collection Screen for Contact details is not populated as per customer record
We have identified that on the collection screen related information contact details that are on the customer are not visible. We have identified that we need to set the contact details up on the customer > account > add contacts details for this to display but if we set it up there it does not ...
Credit and collection module
Hi,
We are using the activity function on the credit and collection module and D365FO.
When a voucher is not paid, we make an activity on this voucher for follow up.
Then when the voucher is paid, we would expect the activity to be closed, but it is not.
Write Off Journals not balancing
“We had raised a ticket in March of this year regarding Write Off journals not balancing properly when writing off a transaction. TrackingID#2203100040008894. This issue still applies to our client and is reproducible through our environment, even though this was marked as not reproducible in ...
In Aged balance, if any of the Invoice has Payment schedule applied during posting of the invoice or after posting of the invoice, requirement is the aged balances form to split the invoice based on the invoice due date.
In Aged balance form, if any of the Customer Invoice has Payment schedule applied during posting of the invoice or after posting of the invoice, require the aged balances form to split the invoice based on the invoice due date.
Credit and collections>Collections>Aged Balances screen: Overdue Amount column does not work as expected.
In the Credit and collections>Collections>Aged Balances screen, the User is able to personalise the Grid and add the standard D365 Column Overdue amount.
The expectations of this Column is to show a calculated figure of the customer ov...
D365 supports maximum of 5 collection letters to be sent to customer. After completion of 5 letters, the customer wants to trigger 1st letter again
D365 supports maximum of 5 collection letters to be sent to customer. After completion of 5 letters, customer wants to trigger 1st letter again or customer should have an option of sending more than 5 collection letters.
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...
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...
Block creating sales orders of type "Sales order", if the customer is blocked against invoicing
D365 enables the users to create a sales order of type "Sales order", though the order customer is blocked for invoicing.
If the sales order is created with the type "Journal" and the user changes this type to "Sales order", tehn D365 throws a warning and claims that the sales order is n...