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...
Customer Aging Report
Need to get the Customer aging report in Transaction Currency, with a total by Currency.
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...
Customer account Statement current date (To date) on recurrence batch job not getting updated in report
As per the current D365 F&O behavior, when a customer account statement is run using batch job on a daily basis 'To Date' is getting updated as the date when batch is set/created.
Expectation: When report is run on recurrence basis using batch run "To Date" ne...
Collection letter and Interest note get created when Collection letter sequence and Interest code field is left blank for a Customer Account which is also a part of customer 'Group' in the customer posting profile setup
As per this Bug: https://msdyneng.visualstudio.com/FinOps/_workitems/edit/656342
The Collection letter and the Interest note get created for a customer account 'Table' even if the Collection letter sequence and Interest code field is left blank for the Customer Posting Profile...
Customer Aging balance report: possibility to display the Number of transactions (and not only the transactions details)
New regulatory compliance in France. It is now asked to display in the Customer and Vendor Aging Report a new indication: Number of invoices (or transactions). For example, if a customer has 10 invoices, it should be possible to display a field with 10. In standard, we can print the Details bu...
Project contract ID is missing in customer aged balance form
The Credit Collection form has a project contract field when we add through personalization it is showing as blank. Customer impact:- Since the project contract ID exist on the ageing balance form, They are expecting there should be a link. The customer wants to see the customer ageing by contr...
Interest Note rounding is to get posted into rounding account
Currently, for interest notes, the rounding rule doesn't work as same as for sales or purchase orders like, if we set the rounding account in "Accounts for automatic transactions", the rounding amount will be posted into the rounding account which has been set. However, for interest notes, this ...
Add Original Amount and Sales Tax Amount to Invoice Detail
The collection letters show only the open amount on the invoice. This is fine, but would be more useful to inform the customer about the status of the invoice. It would be good to note the original amount of the invoice and the sales tax on the invoice. We have a lot of problems with customers...
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...
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.