10

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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1 Comments

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Category: Credit and collections (184)

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Needs Votes
10

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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2 Comments

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Category: Credit and collections (184)

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Needs Votes
10

Invoice and delivery on hold field drop down in Account status form is showing only few options. If a customer has a customized option like 'delivery' is not showing for selection.

'Invoice and delivery on hold' field drop down in Account status form (Credit and collections > Setup > Credit management setup > Account status) is showing only few options. Customer has a customized option like 'delivery' in customer form > Credit and collections first tab > Invoicing and deliv...

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0 Comments

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Category: Credit and collections (184)

STATUS DETAILS
Needs Votes
9

Days Sales Outstanding and Average Days Paid available in Aging Snapshot data

Currently, the credit statistics within the Aged Balances form, i.e. High Balance date, DSO1, DSO2, Average payment days, average balance1, average balance2, etc., are only available to the user after they enter the form, select the customer and then click refresh. Having this information rea...

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Category: Credit and collections (184)

STATUS DETAILS
New
9

Customer aging data storage - Clean-up routine

The current process to delete no longer valid Customer aging data storage reports is to manually select each report individually and delete them one at a time. There is no possibility to multi select the reports.


It would be nice to have a clean-up routine that can execute per...

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Category: Credit and collections (184)

STATUS DETAILS
New
9

Filter Data on Transaction Level for Customer Aging Report

We have needs to filter the data on transaction level based on Dimension and Main Account for Customer Aging Report and showing the Main Account and Dimension on Report when using option Details = Yes.

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Category: Credit and collections (184)

STATUS DETAILS
New
9

Customer aging report, Cross compan

Add filter to AR Aging so the report shows summary and detail information cross company.

On the Aged Balances under collections - update the Transactions link (or add another link ) to show Global Transactions.


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Category: Credit and collections (184)

STATUS DETAILS
Needs Votes
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 (184)

STATUS DETAILS
Needs Votes
9

Customer Aging Report

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

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1 Comments

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Category: Credit and collections (184)

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.

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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0 Comments

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Category: Credit and collections (184)

STATUS DETAILS
Needs Votes