67

Customer group credit limit

Customer A1 and Customer A2 defined in company X.

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4 Comments

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Category: Credit and collections (184)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. This feature will be available with the release of credit management.
 
Sincerely,
Shivam Pandey
PM, Microsoft

60

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 (184)

STATUS DETAILS
Under Review
58

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 (...

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6 Comments

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Category: Credit and collections (184)

STATUS DETAILS
Needs Votes
57

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...

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0 Comments

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Category: Credit and collections (184)

STATUS DETAILS
Under Review
Ideas Administrator

This is applicable for any prepayment done towards an order so moving it to the Dynamics 365 Finance team

57

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 (184)

STATUS DETAILS
Under Review
55

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 (184)

    STATUS DETAILS
    Needs Votes
53

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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5 Comments

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Category: Credit and collections (184)

STATUS DETAILS
Under Review
52

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.

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0 Comments

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Category: Credit and collections (184)

STATUS DETAILS
Under Review
49

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 (184)

STATUS DETAILS
Needs Votes
49

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 (184)

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