19

In the credit and collections module, in credit management hold list have two ways by unblocked

Hi, in the credit and collections module, credit management hold list have two ways by unblocked: With registration and Without registration.

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Category: Credit and collections (128)

STATUS DETAILS
New
19

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 (128)

STATUS DETAILS
Needs Votes
19

Add credit limit check on sending a quotation

Add credit limit check (warning or error) on sending a quotation in order to prevent this customer to get the impression he can still buy goods

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0 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
19

Blocked free text invoices should be visible in the block management list page

In the new Enterprise credit limit management features that will be released soon, free text invoices should also be visible in the block management list page.

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0 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
18

Customer aging report only show 7 aging period/Buckets in report for Thailand

Thailand wants 7 aging period/Buckets for reporting it management

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1 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
17

Calculation of compound interest for short compounding periods

The current functionality only supports the calculation of compound interest by calculating interest on interest notes that have been posted.

With interest being compounded daily this means that interest notes have to be created and posted on a daily basis and all interest notes end up o...

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1 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
17

Signalize error sending when we send the collection letter by email

Dear Microsoft, Usually, we send the collection letter using the print functionality present on the "Review and process collection letters". Email sending can have troubles, like a missing email on the customer master data when it's happening. The email isn't sent to the customer, and however,...

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7 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
16

Need to have a simplified way to insert customer records in customer credit groups

There should be a simple way to insert / add the customer records in 'Customer credit group' instead of adding one by one manually. Ex: Data entity / Excel add in / Using copy paste in new grid which helps customer to insert required customer records at a time.


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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
16

Credit and collections credit limit type

Credit and collections credit limits parameter 'Credit limit type' should also be available at the customer level. None – Do not check credit limits. You can override this option for a specific customer by selecting the Mandatory credit limit check box in the Customers form. If you do this, the...

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0 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
16

Activities created by the Case process on 'Collections' case category not reflected on the Collections page

Create a new Case category of type 'Collections' and attached a Case process to it. Use this category when creating a case from Credit and Collections > Collections > Aged balances. The case process rules are triggered and Activities are created on the case. However these activities are not visi...

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0 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes