30

Update and refresh of Customer credit and collections Workspace Tiles and Options

Current issue: Under Customer Credit and collections workspace (with Pool and Collection agents setup), choose a Pool under Aged balance tab, now switch to another tab like Cases/Activities, user will need to select the Pool again. Also, the Tiles are not getting refreshed when a new Pool is cho...

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0 Comments

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Category: Credit and collections (130)

STATUS DETAILS
Under Review
29

Credit Management holds for Sales orders include Call Center and Omni Channel orders

Per the document below, Call Center and Omni Channel Sales Orders will not be included in the Credit Management hold list. Is there a plan to add Call Center sales orders to the hold list? https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/cm-sales-order-credit-holds#free-...

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1 Comments

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Category: Credit and collections (130)

STATUS DETAILS
Under Review
28

Add additional option in Credit Limit Type: Balance + Pick +Pack

There is a risk where a customer can go over their limit as an order has been sent to pick, and then is not included in the the calculation of available credit for the next order. This is required with the move to 3PL's. Once a pick lists been sent there are no options to stop the dispatch.

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3 Comments

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Category: Credit and collections (130)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

We are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

Pat Nolte

PM, Microsoft.

28

customer lump-sum depreciation of overdue customer positions (invoices)

Hi,

Most D365f.O. users require a functionality that allows them correcting, that is depreciating, their overdue open customer balances by a certain percentage. As an example, all open customer invoices that are more than 180 days overdue are depreciated by 2%. The current so...

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6 Comments

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Category: Credit and collections (130)

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

24

Associate tasks created in Receivables to Credit and Collections so they show up in workspace

When tasks/activities/events are created at the Customer screen in Receivables, currently they need to be associated manually to Credit and Collections before these tasks show up in the Credit and Collection workspace (tile with open tasks count, my open tasks list, etc.). It would be great to...

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0 Comments

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Category: Credit and collections (130)

STATUS DETAILS
Under Review
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

23

The field ”Collection group” should be available on customer master in credit and collection fastab and there must be some form in Dynamics356 F&O to maintain the values of Collection group Field which does not exist.

There must be some form in Dynamics356 F&O to maintain the values of Collection group Field. If no functionality is present in the system why this field exists. The field is on the standard CustTable and can be personalised onto the form, without any reference to the original Sable tables.

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2 Comments

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Category: Credit and collections (130)

STATUS DETAILS
Needs Votes
23

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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3 Comments

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Category: Credit and collections (130)

STATUS DETAILS
Needs Votes
23

Dipute status and disputed amount should be visible in collection letter form

Overdue invoices can have dispute for a partial amount. When running the collection letter these transactions are added, but you cannot easily see dispute status and disputed amount as on date of creating the collection letter.

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0 Comments

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Category: Credit and collections (130)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

Pat Nolte

PM, Microsoft.

21

Interest calculation should follow the 30/360 rule

The basic rule for interest calculation must be calculated as follows:
Monthly amount divided by 30 and multiplied with the days of the months – maximum days of a month can be 30 days !

Some examples:
A) If you calculate interest for the invoice in the repro steps until ...

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2 Comments

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Category: Credit and collections (130)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. We will consider this in our roadmap.  

Sincerely,

Shivam Pandey,

Microsoft 

20

Requirement is to have 'Customer Credit Group' field in customer form

When dealing with many customer groups, then it's hard to identify to which customer credit group does a selected customer belongs to. Hence, it's better to have a 'Customer Credit Group' in customer form level so that it can be easily identified.

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0 Comments

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Category: Credit and collections (130)

STATUS DETAILS
Needs Votes