Collection letter filtered by ‘Not disputed’ status
Customer requires to have the collection letter batch job filtered by "Not disputed", excluding disputed transactions.
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...
Customer Aging Report Storage
As we all know that SSRS reports are not ideal for generating reports having huge data. Functionalities like Inventory Aging Report Storage and Inventory Value storage are evident in the fact that Microsoft is actively working on replacing the huge data reports with alternative means. Considerin...
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 ...
Write Off Journals not balancing
“We had raised a ticket in March of this year regarding Write Off journals not balancing properly when writing off a transaction. TrackingID#2203100040008894. This issue still applies to our client and is reproducible through our environment, even though this was marked as not reproducible in ...
Customer Aging Report
Need to get the Customer aging report in Transaction Currency, with a total by Currency.
Block creating sales orders of type "Sales order", if the customer is blocked against invoicing
D365 enables the users to create a sales order of type "Sales order", though the order customer is blocked for invoicing.
If the sales order is created with the type "Journal" and the user changes this type to "Sales order", tehn D365 throws a warning and claims that the sales order is n...
In Aged balance, if any of the Invoice has Payment schedule applied during posting of the invoice or after posting of the invoice, requirement is the aged balances form to split the invoice based on the invoice due date.
In Aged balance form, if any of the Customer Invoice has Payment schedule applied during posting of the invoice or after posting of the invoice, require the aged balances form to split the invoice based on the invoice due date.
ALL overrides GROUP in Customer posting profiles for Collection letter and Interest code
In customer posting profile for collection letter, system should give preference to Group rather than ALL. The blank collection letter in the posting profile does not recognize that no collection letter is intended to be sent. It then looks to the next level (Group, then All) to determine which...
Link collection status with collection letter flag
On the collection screen, when changing the status of a voucher, there should be an option to directly change the status of the collection letter flag (yes/no). So when, f.eg. the customer sets a position to "disputed", he could choose to automatically also change the collection letter state from...
Administrator
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Pat Nolte
PM, Microsoft.