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
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.
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.
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,...
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...
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...
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...
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 ...
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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This was released with 10.0.30