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 ...
D365 system throws an error asking to populate the Release reason when releasing credit hold on sales orders, even though the reason is already selected
In D365 F&SCM, on the Credit management hold list page, on sales orders which have been on hold for more than 7 days (with a hold reason - Days overdue), we encounter the error - Release reason is mandatory when we try to release the credit hold With posting...
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 Process Automation will not send pre-dunning emails till oldest previous invoices get paid
Collection Process Automation will not send pre-dunning emails till oldest previous invoices get paid. We need a function option for user to send pre-dunning emails to all overdue invoices regardless of the payment status of oldest invoices. Or to avoid sending multiple emails for each overdue...
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...
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 ...
Data entity for customer transactions - to update Valid Collection Letter Code
There is no data entity allowing us to bulk update the Valid Collection Letter Code held against customer transactions. This is especially relevant for data migration as it needs to be ensured that D365FO starts generating collection letters using the correct code. I.e. in the legacy system, lett...
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 ...
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...
Administrator
Please submit a support case so a bug can be logged for this issue. We need to be able to reproduce the error and then we can release a fix for it.