CustInterestNote Report -not showing correct details
Report -not showing details of interest calculated if there is more than one line interest calculated
1. The CustInterestNote report should contain the base interest amount (Remain amount) – not full invoice amount.
2. There should be as many lines on the print...
Data entity to upload collection pools to collection agents
New data entity should be created to allow possibility to upload LE specific information like "allow to view all pools", add pools and default them on Credit and collection > Collection agents. Collection agents is a global table but setup inside is local per legal entity and today need to be ...
Interest note waive or reversal
1. Voucher should be the same as Interest note or Reversal transactions 2. Invoice number should have Interest note number - not invoice number 3. Transaction type should be Interest - not customer 4. Voucher posting type should be customer interest - not customer revenue. Just parameters should ...
SON Confirmed for Credit Management calculation
In order to calculate "Balance +All" amount we should only consider Confirmed SON. That can help us to manage "forecast or planned SON" without interfere credit management. Also, we need to prevent ship SON without confirmation. Thanks
Invoice and delivery on hold field drop down in Account status form is showing only few options. If a customer has a customized option like 'delivery' is not showing for selection.
'Invoice and delivery on hold' field drop down in Account status form (Credit and collections > Setup > Credit management setup > Account status) is showing only few options. Customer has a customized option like 'delivery' in customer form > Credit and collections first tab > Invoicing and deliv...
Due date on interest note
Today there is no way to put another payment term (due date) on the interest note. The due date is inherit from the customer and it would normally be wrong to use the default payment term from the customer (f ex 45 days) on interest note which should most likely be 10 days or so. A good idea w...
Collection letter won't post if customer is blocked
Standard functionality does not allow collection letters to post to the customer's account if the customer is blocked Collection letters should be allowed to post, as it is exactly this group of customers (those who do not pay and are therefore blocked) who need be able to receive collection l...
Allow file location selection in print management setup when printing collection letters
Currently, we cannot enter a file location in print management setup when attempting to print collection letters by using Print Management. Microsoft says this is working as designed but this is a poor design for those who send large volumes of collection letters. It is inefficient...
Collection letter and Interest note get created when Collection letter sequence and Interest code field is left blank for a Customer Account which is also a part of customer 'Group' in the customer posting profile setup
As per this Bug: https://msdyneng.visualstudio.com/FinOps/_workitems/edit/656342
The Collection letter and the Interest note get created for a customer account 'Table' even if the Collection letter sequence and Interest code field is left blank for the Customer Posting Profile...
Integration between old and new credit management module
1. unlimited credit limit option inside customer master. This is a new field coming with new credit management. In the old standard module, zero credit limit means unlimited credit limit. This means that a user that wants to assign a zero credit limit has to set a credit limit like 0,1. In the ne...