Credit limit in multiple currencies with the current exchange rate
If we enter a credit limit for a customer, it is converted at the current exchange rate. However, when there is a rate fluctuation, it does not change. This is incorrect and does not accurately reflect the customer’s credit limit. The limit should have a separate exchange rate type parameter, ...
Credit Management workflow does not stick to the focus on the specific record for approval.
Problem:
When selecting a workflow work item that is assigned to a user it will open the entire list of credit holds, not the specific credit hold assigned.
Re-pro:
Credit Management workflow does no...
O2C Customer aging balance report doesn't reflect the overdue in open transaction.
O2C Customer aging balance report doesn't reflect the overdue in open transaction. When we are comparing the Customer Ageing report with the cust. transactions overdue bucket amounts are not having few billing types like GL entries, Payments, Open Invoices. Now business have query that these b...
Extend Credit Limit capabilities on customer credit group (i.e. insurances, guarantees etc.)
When working with buyer associations you might have insurances, bank guarantees and other types you have on the customer on an aggregated level (regulator for the association) on the customer credit group and the ability to store the respective documents on that level.
This would also in...
Inserting the "Invoicing & delivery on hold" field on the Aged Balances form.
There an issue with the saved view not retaining the "Invoicing & delivery on hold" field.
When form is closed & the saved view is reopened, the saved view will not display the "Invoicing & delivery on hold" field.
Therefore either fix this issue where the field is reta...
Collection letter note report in batch
On the form for the Collection letter note report, there is a field 'Postings were considered until'. You have to fill in the date. This is not working when this will run in batch. We need an option like (Day -1). (Day -1) is the date before the day of create the report. Idea: make this more fl...
Possibility to override Credit management checkpoint parameter per blocking rule
Different kinds of blocking rules are needed in different moments of the sales order process. But if I set up that the credit limit rules should apply at Picking list, then all other rules must apply to that as well. So if I want to check that it is not forgotten to set prices on the items bef...
Bill of exchange - Late cancellation of post-dated check -
When using bills of exchange, the cancellation process cannot be carried out when the post-dated check has been registered in a previous accounting period that has already been closed. Therefore, the cancellation of a post-dated check in the Issued status is required in the current accounting ...
Credit limit should have an option to also consider customer account instead of only invoice account
Currently the credit limit functions only consider the invoice account. Reference:
https://learn.microsoft. com/en-us/dynamics365/finance/accounts-receivable/customer-inv-account#other-fields-to-consider
In actual businesses, there're scenarios in which multiple custome...
Customer hold from collection letters should be connected to the Customer Status
On Customer details page, there we can use a status field for different scenarios in the system. This status can be setup with specific type of customer hold (blocking e.g. Invoice).
In the process of collection letters we can setup, that after a collection letter the customer should be ...