Case process not triggered on 'Collections' case category when the case is created from the Collections form
When a 'Collections' case gets created from the Collections page, the Case process configured under the Case category is not being triggered. Credit&Collections > Customers > All Customers > Collect > Customer balances > Collections > New case
Ability to track credit limits and create an AR aging and AR Aging report per Project.
Customers that are leveraging the Project Management and Accounting module are requesting the ability to execute and display AR Aging by project, not just by customer. This is to determine how the project is performing from an Accounts Receivable perspective. In addition, be able to visually see ...
Error shown when completing collection case through workflow
While completing the collection case through workflow, below error is thrown. "Unable to cast object of type 'Dynamics.AX.Application.CustCollectionsCaseDetail' to type 'Dynamics.AX.Application.CaseDetail'. Expected Results: User should be able to complete the collection case successfully.
Collection letter process - exclude customers with negative balances
Hi, At the moment it is possible to create collection letters for customers that have an overall negative balance. Example: Transaction 1: Customer invoice for $1000 and a due date 01 April Transaction 2: Credit note for $1500 and a due date 06 June If you run the collection letter process wit...
Send electronic interest notes - xml format
Be able to send interest notes electronically from D365, the same way as other invoices. Interest notes are also considered as invoices. And the process for sending them should be similar to sending invoices and collection letters.
The idea is to add following parts to std D365 features:...
Free text invoices, orders, and project invoice support in Credit management
Customer credit group functionality does not work on free text invoice and project invoices while the same works fine with sales orders. It is a normal business scenario where the the customer credit needs to be managed at the group level instead of individual entity level which can be handled i...
Allow Activity Type values to be deactivated / disabled
The Activity Type list of values is used across all activities (Action, Appointment, Event, Task). It's not possible to disable these and deleting them is not an option if they have been used on activities already. The value should allow for deactivation so that the legacy data can still be in...
Customer statement ageing criteria: document date
When running the customer ageing snapshot and the customer ageing report, one can select the criteria as document date. However, customer statements ageing is run by due date by default. The most common business process is to run the ageing by the document date. At the moment, the ageing on th...
Allow Deletion of Cancelled Collection Letters
If a collection letter is created but then cancelled before printing or posting, it does not have much use. It does not seem to impact the creation of the next collection letter. Perhaps there is a reason to maintain the cancelled letters, but to me they are needless clutter. Please provide th...
Reset Collection Letter sequence when account is paid
If customer makes a payment to cover what is overdue after receiving the three collection letters but defaults on payment again on the subsequent instalment, users are unable to generate collection letter for the new overdue balance. It is expected that the system allows users to generate coll...