129

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...

Read more...

3 Comments

Read more... 3 Comments

Category: Credit and collections (145)

STATUS DETAILS
Under Review
124

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Credit and collections (145)

STATUS DETAILS
Under Review
119

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...

Read more...

6 Comments

Read more... 6 Comments

Category: Credit and collections (145)

STATUS DETAILS
Under Review
Ideas 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

101

Email template for collection letters

In standard Dynamics D365 Finance and Operations it is possible to send collection letters, as an attachment, in PDF format via email. Hereby it is possible to set a subject in the print destination setup. However, the email is sent to the customers without accompanying text. Please add the po...

Read more...

3 Comments

Read more... 3 Comments

Category: Credit and collections (145)

STATUS DETAILS
Under Review
52

Remedies: include interest notes in the collection letter

It would be nice to provide a report (or include the information on an already existing layouts) where interest and collections are shown together.

Read more...

0 Comments

Read more... 0 Comments

Category: Credit and collections (145)

STATUS DETAILS
Under Review
51

Credit limit check in quotations

Because of the fact that a quotation already has a legal binding character, it would be very helpful, if the system would be able to check the credit limit also in quotations. Currently the credit limit check in sales process is starting with order creation. This would cause a situation, that the...

Read more...

5 Comments

Read more... 5 Comments

Category: Credit and collections (145)

STATUS DETAILS
Under Review
44

Due date not displayed correctly in posted interest notes

When posting interest note for open transactions, due date is not displayed correctly and terms of payment do not take effect. Posted interest note should be calculated by Due date from transaction date + terms of payment set in customer’s form. However, the system inherits this due date...

Read more...

1 Comments

Read more... 1 Comments

Category: Credit and collections (145)

STATUS DETAILS
Under Review
45

Bad Debt provision

Functionality to create bad debt provisions for customer transactions that are more than X amount of days overdue.


To have

Prerequisite: A field in AR parameters for bad debt provision posting profile.

  1. A periodic task where the user can search for customer tra...

    Read more...

    0 Comments

    Read more... 0 Comments

    Category: Credit and collections (145)

    STATUS DETAILS
    Needs Votes
41

Customer account statement doesn’t displays correctly negative amounts.

The customer account statement does not display negative amounts correctly. Indeed we can see that, this transaction which is a negative amount in debit is displayed as a negative amount in credit. The main impact is that it is really confusing for the users and for the client as the customer acc...

Read more...

1 Comments

Read more... 1 Comments

Category: Credit and collections (145)

STATUS DETAILS
Needs Votes
32

Sales tax not calculated on Interest note

For the out of box feature, the user can’t set the Sales Tax group and Item tax group in the Interest Note - transaction line, and then can’t calculate the tax amount for the lines. While we have some clients have the business scenarios that need to calculate the sales tax based on the Interest N...

Read more...

1 Comments

Read more... 1 Comments

Category: Credit and collections (145)

STATUS DETAILS
Needs Votes