1

Having a checkpoint at 'Release to warehouse', credit limit type as 'Balance+All' system should release the sales orders where net amounts of such sales orders are within the 'Credit remaining' and stop the sales order which exceeds the limit when Automatic release of sales orders is run.

Current Design:


  • Credit management checkpoint at 'Release to warehouse'.
  • Credit limit type as 'Balance+All'
  • Credit remaining for a customer is let us say $100000
  • When sales orders with $50000 and $60000 respectively created a...

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    Category: Credit and collections (130)

    STATUS DETAILS
    Needs Votes
1

The customer account statement should Exclude disputed invoices

The user wants to exclude disputed invoices on the customer account statement. When run customer account statement, the disputed invoice still appear on the report, it’s not reasonable.

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Category: Credit and collections (130)

STATUS DETAILS
Needs Votes
1

Introduce select criteria to 'Recalculate credit limit' batch task (SalesCreditLimitCheck)

The 'Recalcualte credit limit' batch task does not contain the option to select any criteria to limit which credit limits or Sales orders it impacts.


Could you introduce a select option?


That way you could select a specifc customer or customer group.

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Category: Credit and collections (130)

STATUS DETAILS
Needs Votes
1

Dynamics 365 Customer calculated interest write off default policies and ledger main account including cost center

Wish there is an option to easily visualize and identify customer interest write off along with option to easily setup accounts receivable interest write off policies (e.g. only customer (s), customer group, only if not exceeding xxx.xx value, only within period range, only allow write off to ...

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1 Comments

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Category: Credit and collections (130)

STATUS DETAILS
Needs Votes
1

Dynamics 365 Accounts receivable aging by contact person decision making scorings

Wish there is an option to easily generate accounts receivable aging based on contact person decision making scorings, in addition to conventional 30-60-90 days or customized buckets.


Featuring decision making aging report, user may potentially enhanced efficiency or immediate...

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1 Comments

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Category: Credit and collections (130)

STATUS DETAILS
Needs Votes
1

Dynamics 365 Accounts receivable dynamic aging transaction inquiries or reports (e.g. voucher, reference, account, invoice, amount, balance)

Wish there is a future option to include a dynamic accounts receivable aging report, rather then featuring inquiries and/or report advanced pre-filtering option, featuring a dynamic accounts receivable aging report at end user display option might potentially save time to the end user at end u...

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Category: Credit and collections (130)

STATUS DETAILS
Declined
Ideas Administrator

This will be solved with the new Financial and Analytical reporting. 

1

Dynamics 365 Accounts receivable dynamic aging report

Wish there is a future option to include a dynamic accounts receivable aging report, rather then featuring inquiries and/or report advanced pre-filtering option, featuring a dynamic accounts receivable aging report at end user display option might potentially save time to the end user at end u...

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0 Comments

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Category: Credit and collections (130)

STATUS DETAILS
Declined
Ideas Administrator

With the new Financial and Analytical reporting that is coming in the near future, this should be solved. 

1

Dynamics 365 Accounts receivable allowance maximum write off legal entity percentages

Wish there is an option to set allowance write off minimum and maximum allowed percentages, by customer, customer group or customer classifications. Not featuring a write off allowance percentage, we may not have efficient write off legal entity or department controls.

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Category: Credit and collections (130)

STATUS DETAILS
Needs Votes
1

Dynamics 365 Legal entity customer credit line deactivation

Future featuring potential option to easily deactivate legal entity customer credit lines (e.g. group or classification or all), for mass customer records maybe optimum. (e.g. stop financing.)

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1 Comments

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Category: Credit and collections (130)

STATUS DETAILS
Needs Votes
1

Dynamics 365 Accounts receivable aging report 0 zero suppress units conversion

Wish there is an option to easily consistency visual read an accounts receivable aging report into the specified 0 zero suppress units preferred conversion along with specified decimals round off.

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0 Comments

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Category: Credit and collections (130)

STATUS DETAILS
Needs Votes