10

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...

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Category: Credit and collections (142)

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9

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 (142)

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Needs Votes
9

SON Confirmed for Credit Management calculation

In order to calculate "Balance +All" amount we should only consider Confirmed SON. That can help us to manage "forecast or planned SON" without interfere credit management. Also, we need to prevent ship SON without confirmation. Thanks

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Category: Credit and collections (142)

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Needs Votes
9

Collection letter won't post if customer is blocked

Standard functionality does not allow collection letters to post to the customer's account if the customer is blocked Collection letters should be allowed to post, as it is exactly this group of customers (those who do not pay and are therefore blocked) who need be able to receive collection l...

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Category: Credit and collections (142)

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Needs Votes
8

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 (142)

STATUS DETAILS
Needs Votes
8

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 (142)

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Needs Votes
8

Collection letter and Interest note get created when Collection letter sequence and Interest code field is left blank for a Customer Account which is also a part of customer 'Group' in the customer posting profile setup

As per this Bug: https://msdyneng.visualstudio.com/FinOps/_workitems/edit/656342


The Collection letter and the Interest note get created for a customer account 'Table' even if the Collection letter sequence and Interest code field is left blank for the Customer Posting Profile...

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Category: Credit and collections (142)

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Needs Votes
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 (142)

STATUS DETAILS
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 (142)

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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 (142)

STATUS DETAILS
Needs Votes