48

Extend Credit Limit type to include Balance+Confirmation

Could you please extend the Credit limit type functionality in Sales ledger parameters to include one that is Balance+Confirmation. This would mean a customer available credit limit is only reduced at the point a Sales Order has a confirmation journal created and the document status changes to...

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1 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
45

Initiate Credit Check after Sales order Value Changes

This idea is to improve the credit management functionality in D365 F&O. In the current state, a user is able to modify the sales order value before or after a credit check has been completed. Example - parameter is set to execute a credit check at time of posting sales order confirmation. If u...

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2 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
44

Credit limit check in quotations

Because of the fact that a quotation already has a legal binding character, it would be very helpful, if the system would be able to check the credit limit also in quotations. Currently the credit limit check in sales process is starting with order creation. This would cause a situation, that the...

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4 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Under Review
42

Due date not displayed correctly in posted interest notes

When posting interest note for open transactions, due date is not displayed correctly and terms of payment do not take effect. Posted interest note should be calculated by Due date from transaction date + terms of payment set in customer’s form. However, the system inherits this due date...

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1 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Under Review
40

Due date for posted customer interest note

Per today, by posting an customer interest note, the posted transaction will get the same "Due date" as voucher date on customer transaction. It would be great that when an interest get posted, it gets a correct due date based on the customer "Terms of payment". Since the interest note should be...

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3 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
40

Credit management - Credit limit Group reports

Credit management has been enable. When using Credit Limit Group, no reports provide information related to credit limit Group. Suggestions: a. from the customer credit groups screen is a menu option to the Aged balances. This menu brings the aged balances up in a filtered format for this gr...

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1 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
35

Allow creation of a credit note when the credit limit has been exceeded

When you have a dispute with your customer and for that reason the outstanding balances have become due, it could be that your own company has caused the issue and for that reason your customer didn't want to pay. In order to resolve this situation you like to create a credit note or want to t...

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0 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will wait for further feedback form the community, before adding to roadmap. 

 

Sincerely,

Shivam Pandey

PM, Microsoft

34

Exclude sales order from credit limit block based on terms of payment

When a customer is over his credit limit or the payments are due the credit limit check will block the sales order. By changing the terms of payment into Cash or Cash on delivery we would like to be able to exclude this order from the credit limit block. In the current solution this is not poss...

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4 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
32

Bad Debt provision

Functionality to create bad debt provisions for customer transactions that are more than X amount of days overdue.


To have

Prerequisite: A field in AR parameters for bad debt provision posting profile.

  1. A periodic task where the user can search for customer tra...

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    0 Comments

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    Category: Credit and collections (128)

    STATUS DETAILS
    Needs Votes
31

Sales tax not calculated on Interest note

For the out of box feature, the user can’t set the Sales Tax group and Item tax group in the Interest Note - transaction line, and then can’t calculate the tax amount for the lines. While we have some clients have the business scenarios that need to calculate the sales tax based on the Interest N...

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1 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes