ALL overrides GROUP in Customer posting profiles for Collection letter and Interest code
In customer posting profile for collection letter, system should give preference to Group rather than ALL. The blank collection letter in the posting profile does not recognize that no collection letter is intended to be sent. It then looks to the next level (Group, then All) to determine which...
Link collection status with collection letter flag
On the collection screen, when changing the status of a voucher, there should be an option to directly change the status of the collection letter flag (yes/no). So when, f.eg. the customer sets a position to "disputed", he could choose to automatically also change the collection letter state from...
Write-off Journal splits the transaction, where some journal lines have dimensions and other lines have blank dimension
The new write-off journal splits the transactions, where some journal lines have dimensions and other lines have blank dimensions. The sales order transaction being written off only contains dimensions, therefore there could be no reason for blank dimensions in write-off. This is a system bug. R...
Customer Balance list does not select correctly when certain criterias are included
The query used is extended to include the table, derived table, field, criteria D_EU, D_DR. These criteria are not available in the customer groups. Therefore, the expected result should be 0, since there are no customer groups with these criteria. However, the delivered result is that all custom...
Set up 5th collection letter in the sequence
Increase the sequence of collection letter with a new letter, the number 5th. so it will possible to have a sequence of five letters instead of 4.
Customer statement report template to include the company logo when the "include company logo" flag set to yes
When running the customer statement, there is a parameter to include the company logo on the statement.
This flag however does not work, it does not include the company logo to the statement when the statement is printed,
when this was raised with Microsoft, we were to...
Collection Process History include all the activities
The “Collection Process History” on the Collection Process Automation screen does not display all the configured activities of the collection process: email, collection letter, and call activity. When the batch job is completed, the collection process history displays only the...
Report with Customer credit management statistics (DSO days sales outstanding)
To check DSO statistics, user need to go on customer information and refresh statistics.
But collection agent should be able to edit a report with statistics for all customers.
As for customer aging balance (run snapshot), a process can be run to stock information.Then...
Report Customer Group credit limits
When using group customer credit limits there is no easy way to report on which company in that group has used the available credit limit
You should be able to report on the balance outstanding across all LE's for all group limits. You don't want to go into each customer and...
Credit hold check - manual trigger
Would be nice to have a button on the sales order to trigger the credit limit check
Administrator
Same as ID0012920: Credit management - Credit limit Group reports