The customer aged balances cube in the Manage customer credit and collection workspace should also show a negative balance.
The customer aged balance report displays the balances that are due from customers, sorted by date interval, or aging period. Whereas the customer is expecting that the customer aged balances cube in the Manage customer credit and collection workspace to s...
Block transactions for delinquent customers
When a customer exceeds the given credit limit, the system prevents the creation of the sales order or free text invoice.
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...
Exclusion rules based on Sales order number for Blocking rules category "Sales order"
It is not possible to choose some particular Sales order to exclude from blocking rules category "Sales order". It would be good to have the possibility to choose some Sales order number to exclude.
Report updating
It would be a great idea that when Microsoft decides to change the format of a standard Financial report, in this case Customer Aged A/R that it would NOT remove any existing fields in the new report format. Those fields may be in use and no longer available in the new format. In this case in ...
O2C Customer aging balance report doesn't reflect the overdue in open transaction.
O2C Customer aging balance report doesn't reflect the overdue in open transaction. When we are comparing the Customer Ageing report with the cust. transactions overdue bucket amounts are not having few billing types like GL entries, Payments, Open Invoices. Now business have query that these b...
Extend Credit Limit capabilities on customer credit group (i.e. insurances, guarantees etc.)
When working with buyer associations you might have insurances, bank guarantees and other types you have on the customer on an aggregated level (regulator for the association) on the customer credit group and the ability to store the respective documents on that level.
This would also in...
Write off not happening for Credit Note Transactions if separate Sales Tax (is enabled) in AR parameters
If the separate sales tax parameter is enabled in AR module, the client is not able to write off the credit note. They are getting the error message "The write off process is complete. The separate sales tax check box is selected in the accounts receivable parameter form. You must settle all c...
Inserting the "Invoicing & delivery on hold" field on the Aged Balances form.
There an issue with the saved view not retaining the "Invoicing & delivery on hold" field.
When form is closed & the saved view is reopened, the saved view will not display the "Invoicing & delivery on hold" field.
Therefore either fix this issue where the field is reta...
Credit limit adjustment
User cannot recall the workflow on a Credit limit adjustment journal after approval and neither edit or eliminate the journal.
Enable an option to recall the workflow in the credit limit adjustment to be able to make changes.
Path: Credit and Collections >...