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.
Blocking rule Days overdue exclusion rule for amount should look at the total balance on the customer
Hi, Could you make a change to the current Days overdue rule? So the exclusion rule for amount could look at the customer's total balance amount and not just the overdue balance?
Or maybe you could create a new blocking rule/exclusion rule for this customer total balance?
Enhance Logic for Credit and Collection Automation
There seems to be a significant GAP in the Credit and collections automation process. Microsoft designed the product to look into only the oldest/leading invoice per customer and then apply the collection automation process only against this single invoice. Hence the suggestion to enhance this...
Inclusion of Project Invoices in the Collection Process Automation
The inclusion of invoices created in the Project Management and Accounting module in the Collection Process Automation feature is necessary, as currently, only invoices originating from sales orders and tax-free invoices are being considered.
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.
Collection fee based on a percentage of the collection letter value
In the Netherlands it is mandatory to apply the WIK (Wet Incassokosten/Law Collection Fee) on a collection. This is a fee which can be calculated based on a percentage of the outstanding balance stated on the collection letter.
The minimum fee amount is €40,- and the maximum ...
This would be a localization issue.
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.
Can you please elaborate on what you consider a bug or what you want changed? This is not clear in the description.
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 ...
Thank you for your feedback. We will consider this in our roadmap.
Sincerely,
Shivam Pandey,
Microsoft
Integration between old and new credit management module
1. unlimited credit limit option inside customer master. This is a new field coming with new credit management. In the old standard module, zero credit limit means unlimited credit limit. This means that a user that wants to assign a zero credit limit has to set a credit limit like 0,1. In the ne...
Customer aging report only show 7 aging period/Buckets in report for Thailand
Thailand wants 7 aging period/Buckets for reporting it management
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.