Add Status -criteria to Collection letters process automation solution
When running manually collection letters, we can select the status of collection letters is "none". So invoices that have status “collection letter 1 or 2 or something else”, are left out of the run.
When running collection letters with the new process automation solution, there is no s...
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...
Block for Invoice in collection letter sequence
In the collection letter sequence the option to block a customer can be set up. This will block the customer for all (field "Invoicing and delivery on hold"). In that case a payment can't be posted to the customer. It would be nice to have the
The customer aged balances cube in the Manage customer credit and collection workspace should also show a negative balance.
The customer aged balance report displays the balances that are due from customers, sorted by date interval, or aging period. Whereas the customer is expecting that the customer aged balances cube in the Manage customer credit and collection workspace to s...
Block transactions for delinquent customers
When a customer exceeds the given credit limit, the system prevents the creation of the sales order or free text invoice.
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...
Exclusion rules based on Sales order number for Blocking rules category "Sales order"
It is not possible to choose some particular Sales order to exclude from blocking rules category "Sales order". It would be good to have the possibility to choose some Sales order number to exclude.
Report updating
It would be a great idea that when Microsoft decides to change the format of a standard Financial report, in this case Customer Aged A/R that it would NOT remove any existing fields in the new report format. Those fields may be in use and no longer available in the new format. In this case in ...
Exceeded credit limit not taken into account when created via GL
Select a Customer (US-001)
Mandatory credit limit -> YES
Credit limit -> 0.00
Create and Post general journal for above customer with Debit is set to 2000
Navigate to Credit and collections
Expand workspaces -> Click on Customer...
Different types of credit limit messages in different checkpoint stages
It would be really helpful to be able to setup Message type when exceeding credit limit not for the whole functionality the same, but for every checkpoints separately.
My scenario is following:
- if confirming sales order, i would want to check credit limit, but the ...
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