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.
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.
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
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.
Customer aging report only show 7 aging period/Buckets in report for Thailand
Thailand wants 7 aging period/Buckets for reporting it management
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...
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,...
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.
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...
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...