Credit Limit Check for Project Module
If the Credit Management Feature is enabled the Credit Limit check for customer credit limits in the project module does not work any more. At the moment there is no solution available for such cases.
A/R Aging Value of Actual Packing Slip Voucher Value
Often times a business requires accurate reporting on all shipped unbilled values in order to manage accrued A/R. Additionally, as a part of reconciliation requirements, reconciling the amount of Accrued A/R in the GL to the packing slip values/subledger is needed. Given the financial values o...
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 ...
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...
On Order sales order status to be excluded from credit check
Currently the credit check is done at sales order header level.
A feature should be implemented to perform that at credit line level.
Specifically if certain parts are on order, they should not be included in the credit line calculation. This because otherwise the dealer will need ...
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 ...
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...
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...
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...
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...