Customer group credit limit
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...
Allow more than 6 aging bucket definitions
The standard aging definition in our group of companies is more than 6 aging buckets. The workaround is to have multiple aging definitions that have the additional definitions and they are combined later. Ideally all this extra work would not be necessary. Example with 8 buckets: Not overdue (...
POS prepayment should not be considered as a free limit
If a prepayment is registered at the POS for a sales order created at the HQ, the prepayment is open to be used as a free limit. The open balance means that it is possible to use this as a credit limit until the original sales order is invoiced and settled. A prepayment should be dedicated to the...
This is applicable for any prepayment done towards an order so moving it to the Dynamics 365 Finance team
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...
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.
- A periodic task where the user can search for customer tra...
STATUS DETAILSNeeds Votes
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...
Remedies: include interest notes in the collection letter
It would be nice to provide a report (or include the information on an already existing layouts) where interest and collections are shown together.
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...
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...
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
Administrator
Thank you for your feedback. This feature will be available with the release of credit management.
Sincerely,
Shivam Pandey
PM, Microsoft