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...
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.
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...
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...
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 ...
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...
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...
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...
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