16

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

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
15

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 ...

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1 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
14

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.

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3 Comments

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Category: Credit and collections (128)

STATUS DETAILS
New
14

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...

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0 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Under Review
13

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:...

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0 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
12

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...

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0 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
12

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...

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0 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
12

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...

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0 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
11

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...

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0 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
10

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...

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0 Comments

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Category: Credit and collections (128)

STATUS DETAILS
New