6

Data entity for customer transactions - to update Valid Collection Letter Code

There is no data entity allowing us to bulk update the Valid Collection Letter Code held against customer transactions. This is especially relevant for data migration as it needs to be ensured that D365FO starts generating collection letters using the correct code. I.e. in the legacy system, lett...

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Category: Credit and collections (153)

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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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1 Comments

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Category: Credit and collections (153)

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.

5

Blocking rule - day overdue should work on global transactions and not only company specific

In case of a customer credit group including customers from different legal entities, the day overdue blocking rule should check open invoices in all legal entities and not only in the legal entity where I'm creating the sales order. This would be solved if the credit management groups were sh...

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes
5

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 (153)

STATUS DETAILS
Needs Votes
5

Credit limit group check

For credit limit group limit checking, there is no place to check if sales order has exceeded credit limit group or credit limit group remaining in case there are multiple customers in one credit limit group.

As the sales order will be blocked if it does not meet credit limit group requi...

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes
5

D365 supports maximum of 5 collection letters to be sent to customer. After completion of 5 letters, the customer wants to trigger 1st letter again

D365 supports maximum of 5 collection letters to be sent to customer. After completion of 5 letters, customer wants to trigger 1st letter again or customer should have an option of sending more than 5 collection letters.

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Category: Credit and collections (153)

STATUS DETAILS
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 (153)

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 (153)

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 (153)

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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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes