6

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 (128)

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Needs Votes
6

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 (128)

STATUS DETAILS
Needs Votes
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

Customer Credit Limit and Payment Terms by Dimension (item category, BU, etc..)

Ability to define customer credit limit by dimension. 

example: its common to have a shared customer account with multiple business units or who buys different item categories from the same company. 

for some products that are fast moving a company would want to set 1...

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Category: Credit and collections (128)

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Needs Votes
5

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...

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
5

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.

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
5

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...

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
5

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...

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
5

Write-off Journal splits the transaction, where some journal lines have dimensions and other lines have blank dimension

The new write-off journal splits the transactions, where some journal lines have dimensions and other lines have blank dimensions. The sales order transaction being written off only contains dimensions, therefore there could be no reason for blank dimensions in write-off. This is a system bug. R...

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
5

Customer Balance list does not select correctly when certain criterias are included

The query used is extended to include the table, derived table, field, criteria D_EU, D_DR. These criteria are not available in the customer groups. Therefore, the expected result should be 0, since there are no customer groups with these criteria. However, the delivered result is that all custom...

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
5

Set up 5th collection letter in the sequence

Increase the sequence of collection letter with a new letter, the number 5th. so it will possible to have a sequence of five letters instead of 4.

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1 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Under Review