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 (155)

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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 (155)

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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 (155)

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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 (155)

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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 (155)

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Needs Votes
7

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...

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Category: Credit and collections (155)

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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 (155)

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7

Customer Aging Report

Need to get the Customer aging report in Transaction Currency, with a total by Currency.

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Category: Credit and collections (155)

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Ideas 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.

6

Credit and collection module

Hi,

 

We are using the activity function on the credit and collection module and D365FO.

When a voucher is not paid, we make an activity on this voucher for follow up.


Then when the voucher is paid, we would expect the activity to be closed, but it is not.

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Category: Credit and collections (155)

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6

Aging definition period

It is useful to give the flexibility to create multiple age buckets as per user requirements rather than limit them to 6 buckets.


As a D365F&O consultant many time we have received inquiry specially from finance department.


Currently we have a requirement fro...

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Category: Credit and collections (155)

STATUS DETAILS
Needs Votes