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...
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 ...
Ability to create workspace tiles for customer aged balances with 'My Views' feature turned on
Currently with 'My Views' feature turned on users cannot create a workspace tile that holds the filters set up on the customer aged balance list page. It would be nice to be able to use the workspace tiles to divide the work up amongst AR teams. This functionality is easy and works well with 'My ...
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.
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...
Due date for posted customer interest note
Per today, by posting an customer interest note, the posted transaction will get the same "Due date" as voucher date on customer transaction. It would be great that when an interest get posted, it gets a correct due date based on the customer "Terms of payment". Since the interest note should be...
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.
- A periodic task where the user can search for customer tra...
STATUS DETAILSNeeds Votes
Add additional option in Credit Limit Type: Balance + Pick +Pack
There is a risk where a customer can go over their limit as an order has been sent to pick, and then is not included in the the calculation of available credit for the next order. This is required with the move to 3PL's. Once a pick lists been sent there are no options to stop the dispatch.
Allow more than 6 aging bucket definitions
The standard aging definition in our group of companies is more than 6 aging buckets. The workaround is to have multiple aging definitions that have the additional definitions and they are combined later. Ideally all this extra work would not be necessary. Example with 8 buckets: Not overdue (...
Collection process automation project invoices
Hello! With the current design of the collection process automation, the system doesn't include project invoices. This configuration excludes these invoices, hence makes the functionality limited and not helpful for many customers with business mainly on projects. In the standard Create collectio...
Administrator
Thank you for your feedback.
We are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Pat Nolte
PM, Microsoft.