159

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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2 Comments

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Category: Credit and collections (155)

STATUS DETAILS
Under Review
106

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...

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3 Comments

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Category: Credit and collections (155)

STATUS DETAILS
Under Review
65

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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4 Comments

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Category: Credit and collections (155)

STATUS DETAILS
Under Review
60

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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7 Comments

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Category: Credit and collections (155)

STATUS DETAILS
Under Review
33

Associate tasks created in Receivables to Credit and Collections so they show up in workspace

When tasks/activities/events are created at the Customer screen in Receivables, currently they need to be associated manually to Credit and Collections before these tasks show up in the Credit and Collection workspace (tile with open tasks count, my open tasks list, etc.). It would be great to...

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0 Comments

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Category: Credit and collections (155)

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

13

Allow Deletion of Cancelled Collection Letters

If a collection letter is created but then cancelled before printing or posting, it does not have much use. It does not seem to impact the creation of the next collection letter. Perhaps there is a reason to maintain the cancelled letters, but to me they are needless clutter. Please provide th...

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0 Comments

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Category: Credit and collections (155)

STATUS DETAILS
Needs Votes
18

Signalize error sending when we send the collection letter by email

Dear Microsoft, Usually, we send the collection letter using the print functionality present on the "Review and process collection letters". Email sending can have troubles, like a missing email on the customer master data when it's happening. The email isn't sent to the customer, and however,...

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7 Comments

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Category: Credit and collections (155)

STATUS DETAILS
Needs Votes
15

Allow Activity Type values to be deactivated / disabled

The Activity Type list of values is used across all activities (Action, Appointment, Event, Task). It's not possible to disable these and deleting them is not an option if they have been used on activities already. The value should allow for deactivation so that the legacy data can still be in...

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0 Comments

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Category: Credit and collections (155)

STATUS DETAILS
Needs Votes
4

Minimum invoice amount on interest note

The parameter "minimum interest amount" in the set up in credit and collection, calculates by line. The customer want to invoice their costumers a minimum fee of 75 NOK (or more if the interest exceeds this amount) per invoice. As for now it calculates 75 NOK each line. This will cause the int...

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0 Comments

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Category: Credit and collections (155)

STATUS DETAILS
Needs Votes
1

Dimensions for interest notes

Dimensions should come from main accounts default values to interest notes. 

If there is “not fixed” or “fixed value” defined, it should bring those to interest notes. 


Now it seems that dimensions come from customer Master data and it overdrives main account default di...

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0 Comments

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Category: Credit and collections (155)

STATUS DETAILS
New