90

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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0 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Under Review
56

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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3 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Under Review
49

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 ...

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0 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
48

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.

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0 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
42

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...

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1 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Under Review
40

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...

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3 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
32

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...

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    0 Comments

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    Category: Credit and collections (128)

    STATUS DETAILS
    Needs Votes
28

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.

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3 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
Ideas 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.

22

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 (...

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3 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes
20

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...

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3 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Needs Votes