17

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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Category: Credit and collections (184)

STATUS DETAILS
Needs Votes
17

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 (184)

STATUS DETAILS
Needs Votes
16

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

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Category: Credit and collections (184)

STATUS DETAILS
New
16

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...

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0 Comments

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Category: Credit and collections (184)

STATUS DETAILS
Needs Votes
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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0 Comments

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Category: Credit and collections (184)

STATUS DETAILS
Needs Votes
16

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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Category: Credit and collections (184)

STATUS DETAILS
Needs Votes
15

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...

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1 Comments

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Category: Credit and collections (184)

STATUS DETAILS
Needs Votes
15

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 (184)

STATUS DETAILS
Needs Votes
15

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 (184)

STATUS DETAILS
Needs Votes
14

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.

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1 Comments

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Category: Credit and collections (184)

STATUS DETAILS
New