2

Aging improvemewnts

We would like to be able to update the aging for more than one account at a time. We would also like to be able to add the customer reference in aged balances so when we export it into excel it is there for the customer. Most of the customers want this information too. It would also be nice th...

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Category: Credit and collections (134)

STATUS DETAILS
Needs Votes
2

Email and address settings for Collections and Primary customer contact person(s)

The Microsoft Learn article "Configure credit and collections components" (https://docs.microsoft.com/en-us/learn/modules/configure-credit-collections-dyn365-finance/3-credit-comp) suggests that Collections emails are sent to the person specified in the Collections Contact field of the Credit and...

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Category: Credit and collections (134)

STATUS DETAILS
New
2

Missing User action buttons in some forms using various Electronic Reporting destinations

We started using the feature 'Configure specific ER destinations to be used for different PM actions' and 'Route output of PM reports based on ER destinations that are user action specific (wave 1)'. The problem is that in some of the referenced reports in Wave 1, not all user actions are avail...

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Category: Credit and collections (134)

STATUS DETAILS
Declined
1

Norwegian language edit on aged balances

Hi, this is a suggestion of name edit on some fields in Norwegian due to bad translation in D365FO.

Navigation: Credit and collection > Workspaces > Customer credit and collections. Click "aged balances" in the left field.

Change language to nb-NO (Norwegian). 

The text on th...

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Category: Credit and collections (134)

STATUS DETAILS
New
1

Aged Debt on Customer Credit group to work while sharing customers with Cross company data sharing

When customer table is shared across Legal entities using the Cross Company data sharing function, and customers are placed into a Customer credit group, to allow shared credit limit, we are currently unable to use the Aged debt from the Customer credit group form.

The current result is ...

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Category: Credit and collections (134)

STATUS DETAILS
New
1

Dynamics 365 Customer credit limit percentage of remaining utilization

Wish there is an option to easily inquiry, visualize and report on customer credit limit remaining percentage of utilization.


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Category: Credit and collections (134)

STATUS DETAILS
New
1

Invoice and delivery hold

In the aged balance page it would be nice if you could fix this column so it would stay on you saved view. You can add it and as soon as you go out and come in it's gone. It also like to move the columns around.

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Category: Credit and collections (134)

STATUS DETAILS
New
1

Credit Hold Process - add exclusion option for the case if customer has total credit balance

Currently, there is no option to treat the following scenario:


We have accounts with a -$20.00 balance, but the credit memo was “due” last month so the account goes on hold, even though it is a credit.

The same happens if the account has a total -$20.00 balance, but ther...

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Category: Credit and collections (134)

STATUS DETAILS
New
1

Dynamics 365 Reportable opening balance customer interest collection letters

Wish there is an option to easily upload reportable opening balance for customer interest collection letters, for purpose to easily visualize customer with reportable interest collection letters.



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Category: Credit and collections (134)

STATUS DETAILS
New
1

Add location for users to record customer credit references

Add a location that would allow users to input a record of a customer's credit references.

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Category: Credit and collections (134)

STATUS DETAILS
Needs Votes