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...
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.
Multiple Funding Source - Project invoice proposal (PIP's) not creating correctly
Reference :https://fix.lcs.dynamics.com/Issue/Details?bugId=972053&dbType=3&qc=47fdff712904d4b6cebb6830e4b4dac697a696ef4aed5e150e991a9af256f41f.
*** [REPRO STEPS] ***
Tested In “GBSI” Legal entity
1.Go to Accounts Receivable>> Customers >> All customers
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
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...
Dunning step in Process automation should take Credit notes, Payments into account
Dunning step in the Process automation is not taking std dunning process parameters into account. In the Dunning process we can indicate that next to Invoices also credit notes and payments are taken into account but these parameters are not visible during pr...
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:...
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...
Credit limit alerts when customer exceeds his credit limit
When the check credit limit is set to warning the credit and collections manager wants to receive an alert once the invoice has been posted.
Need to create an alert for Customer Exceeds credit limit.