Customer account statement doesn’t displays correctly negative amounts.
The customer account statement does not display negative amounts correctly. Indeed we can see that, this transaction which is a negative amount in debit is displayed as a negative amount in credit. The main impact is that it is really confusing for the users and for the client as the customer acc...
Relase to warehouse checkpoint checking only amount of sales order lines to be released
When activating the credit management checkpoint 'Release to warehouse' for blocking rules, when a sales order line is released to warehouse the total amount of the sales order is checked an not the amount of only the released sales order line(s). When the checkpoint 'Packing slip' is used, on...
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
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...
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...
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
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...
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
Credit Limit Check for Project Module
If the Credit Management Feature is enabled the Credit Limit check for customer credit limits in the project module does not work any more. At the moment there is no solution available for such cases.
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...
The Collections coordinator workspace will be available in 2023 release wave 2.
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-...
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.
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.
Administrator
Credit management checkpoints only work with the sales order total. We do not have line item credit checks. This would be a major feature to implement.