8

Project contract ID is missing in customer aged balance form

The Credit Collection form has a project contract field when we add through personalization it is showing as blank. Customer impact:- Since the project contract ID exist on the ageing balance form, They are expecting there should be a link. The customer wants to see the customer ageing by contr...

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Category: Credit and collections (128)

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Needs Votes
8

Interest Note rounding is to get posted into rounding account

Currently, for interest notes, the rounding rule doesn't work as same as for sales or purchase orders like, if we set the rounding account in "Accounts for automatic transactions", the rounding amount will be posted into the rounding account which has been set. However, for interest notes, this ...

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
8

Add Original Amount and Sales Tax Amount to Invoice Detail

The collection letters show only the open amount on the invoice. This is fine, but would be more useful to inform the customer about the status of the invoice. It would be good to note the original amount of the invoice and the sales tax on the invoice. We have a lot of problems with customers...

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
7

Customer account Statement current date (To date) on recurrence batch job not getting updated in report

As per the current D365 F&O behavior, when a customer account statement is run using batch job on a daily basis 'To Date' is getting updated as the date when batch is set/created.


Expectation: When report is run on recurrence basis using batch run "To Date" ne...

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Category: Credit and collections (128)

STATUS DETAILS
New
7

Salesperson field data is not visible on aged balances page in credit and collections module

At customer level the "Aged balances" page > related information does not display the expected employee name or email address.


However, on invoice level after going to the "collections" page of any customer > related information, user can see the name, but email address is sti...

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Category: Credit and collections (128)

STATUS DETAILS
New
7

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 ...

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
7

Update batch job date criteria for customer account statement recurrences

When using a batch job to send out Customer Account Statements, the 'from' and 'to' dates are pre-defined and do not update on recurrence (when using a date interval or not). Idea is to allow the end date to update prior to the next recurrence based on the date the batch is run or a pre-define...

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
7

Collection letter filtered by ‘Not disputed’ status

Customer requires to have the collection letter batch job filtered by "Not disputed", excluding disputed transactions.

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
7

Customer Aging balance report: possibility to display the Number of transactions (and not only the transactions details)

New regulatory compliance in France. It is now asked to display in the Customer and Vendor Aging Report a new indication: Number of invoices (or transactions). For example, if a customer has 10 invoices, it should be possible to display a field with 10. In standard, we can print the Details bu...

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
7

Related Information on Collection Screen for Contact details is not populated as per customer record

We have identified that on the collection screen related information contact details that are on the customer are not visible. We have identified that we need to set the contact details up on the customer > account > add contacts details for this to display but if we set it up there it does not ...

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes