176

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...

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3 Comments

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Category: Credit and collections (184)

STATUS DETAILS
Needs Votes
157

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...

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9 Comments

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Category: Credit and collections (184)

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

140

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...

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3 Comments

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Category: Credit and collections (184)

STATUS DETAILS
Under Review
75

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 ...

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5 Comments

Read more... 5 Comments

Category: Credit and collections (184)

STATUS DETAILS
Under Review
60

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...

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1 Comments

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Category: Credit and collections (184)

STATUS DETAILS
Under Review
23

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.

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0 Comments

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Category: Credit and collections (184)

STATUS DETAILS
Needs Votes
Ideas Administrator

Can you please elaborate on what you consider a bug or what you want changed? This is not clear in the description. 

5

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...

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0 Comments

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Category: Credit and collections (184)

STATUS DETAILS
New
4

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...

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1 Comments

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Category: Credit and collections (184)

STATUS DETAILS
Needs Votes
3

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, ...

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0 Comments

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Category: Credit and collections (184)

STATUS DETAILS
New
2

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...

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0 Comments

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Category: Credit and collections (184)

STATUS DETAILS
New