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...
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...
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.
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...
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.
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 ...