Attach documents and notes to posted invoice journals
Credit & Collection team need the ability to enter notes & attachments on posted invoice journals.
This will help the team to keep track on activities taken to collect the open AR invoice.
The aim is to get these notes also displayed in the AR aged detailed report to view the actu...
Payment Stop for Auto Allocation of payments for disputed invoices
When a credit controller is reviewing transactions in aged balances they can set the collection status of an invoice to “Disputed”.
"Disputed" --> The customer has notified you that there is a problem with the transaction.
Therefore it would be useful, when pro...
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...
Filtering by account number in customer aging report
There isn't a filter for the main account, just for Dimension.MainAccount, it would be useful to filter and see the data for an specific main account.
While reposting cancelled packing slip and partial posting of packing slip system is not referring credit limit check
While reposting cancelled packing slip and partial posting of packing slip system is not referring credit limit check
The credit limit is checked again if there are no grace days setup. The credit check is always on the total order, there are no partial quantities being checked as we don't have line item credit checks, it is always the full amount.
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...
This will be solved with the new Financial and Analytical reporting.
Dimensions for interest notes
Dimensions should come from main accounts default values to interest notes.
If there is “not fixed” or “fixed value” defined, it should bring those to interest notes.
Now it seems that dimensions come from customer Master data and it overdrives main account default di...
Credit note and payments parameters for collection letters
Today the collection letter sequence that is created determines the number of days an invoice needs to have past its due date in order to appear in a collection letter. This rule also applies for credit notes and payments. It should be possible to separate credit notes and payments from this r...
Reason code disappear after Partial settlement
After creating a sales order for 25k and posting a partial amount of 20k, we settled the payment against the sales order. However, when reviewing the collection " process to pay " for payment, the system is now not displaying the reason code, whereas the reason code was visible before the sett...
Can we have separate Tax account setup for the Write-Off Functionality?
The current Write-Off Functionality only allows one account to post Write-Offs.
Is it possible to set up a separate Tax account for the Write-Off Functionality?
In the Credit and collections parameters there is an option for Separate sales tax in the Write-off tab. If this is marked then the write-off will reverse the tax out of the original tax account. When not marked, then the tax is included in the write-off account. If this is not what you are looking for please elaborate on why you would want to use a different tax account than the original.
Administrator
The Credit and collections modules uses Activities (Actions, Events, Tasks, Appointments) to help with this type of information. Communication with a customer can be tracked per transaction when added from the Collections form.