Attach customer invoices to collection letters send out by email to customers
Hi, Running the collection letter process allows generating a collection letter document that can be send out to the customer for example by email. This is a great functionality. What is missing though is that one wants to attach the invoices included in the collection letter to this email tha...
Exclude future sales order from credit limit check
It should be possible to setup a timeframe (horizon) and the balance of the orders that are outside this timeframe should not be included within the credit limit check. In some business a part of the sales is done in a preliminary stage called (pre-sales) while other sales is done right now (i...
Credit management - Credit limit Group reports
Credit management has been enable. When using Credit Limit Group, no reports provide information related to credit limit Group. Suggestions: a. from the customer credit groups screen is a menu option to the Aged balances. This menu brings the aged balances up in a filtered format for this gr...
On hold functionality customers
Hi, The standard on hold functionality that can be used for customers is quite restrictive and does not allow users configuring holds that - for example - allow recording payments while stopping the creation / confirmation of orders and alike. What we need is a more flexible configuration that ...
Extend Credit Limit type to include Balance+Confirmation
Could you please extend the Credit limit type functionality in Sales ledger parameters to include one that is Balance+Confirmation. This would mean a customer available credit limit is only reduced at the point a Sales Order has a confirmation journal created and the document status changes to...
In the credit and collections module, in credit management hold list have two ways by unblocked
Hi, in the credit and collections module, credit management hold list have two ways by unblocked: With registration and Without registration.
Can you please elaborate on what you consider a bug or what you want changed? This is not clear in the description.
Credit and collections>Collections>Aged Balances screen: Overdue Amount column does not work as expected.
In the Credit and collections>Collections>Aged Balances screen, the User is able to personalise the Grid and add the standard D365 Column Overdue amount.
The expectations of this Column is to show a calculated figure of the customer ov...
Credit limit support in foreign currency
The credit limit should enhance to support the following scenario:
Scenario 1:
Accounting currency = MYR
Customer currency = SGD
Credit limit currency = SGD
Expected outcome = The credit management module is allo...
Credit limit in multiple currencies with the current exchange rate
If we enter a credit limit for a customer, it is converted at the current exchange rate. However, when there is a rate fluctuation, it does not change. This is incorrect and does not accurately reflect the customer’s credit limit. The limit should have a separate exchange rate type parameter, ...
Possibility to override Credit management checkpoint parameter per blocking rule
Different kinds of blocking rules are needed in different moments of the sales order process. But if I set up that the credit limit rules should apply at Picking list, then all other rules must apply to that as well. So if I want to check that it is not forgotten to set prices on the items bef...
Administrator
Thank you for your feedback. This is a great suggestion! We will wait for further feedback form the community, before adding to roadmap.
Sincerely,
Shivam Pandey
PM, Microsoft