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...
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...
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 (...
Relase to warehouse checkpoint checking only amount of sales order lines to be released
When activating the credit management checkpoint 'Release to warehouse' for blocking rules, when a sales order line is released to warehouse the total amount of the sales order is checked an not the amount of only the released sales order line(s). When the checkpoint 'Packing slip' is used, on...
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...
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
Error shown when completing collection case through workflow
While completing the collection case through workflow, below error is thrown. "Unable to cast object of type 'Dynamics.AX.Application.CustCollectionsCaseDetail' to type 'Dynamics.AX.Application.CaseDetail'. Expected Results: User should be able to complete the collection case successfully.
Customer Aging Report
Need to get the Customer aging report in Transaction Currency, with a total by Currency.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Pat Nolte
PM, Microsoft.
Aging definition period
It is useful to give the flexibility to create multiple age buckets as per user requirements rather than limit them to 6 buckets.
As a D365F&O consultant many time we have received inquiry specially from finance department.
Currently we have a requirement fro...
Write off not happening for Credit Note Transactions if separate Sales Tax (is enabled) in AR parameters
If the separate sales tax parameter is enabled in AR module, the client is not able to write off the credit note. They are getting the error message "The write off process is complete. The separate sales tax check box is selected in the accounts receivable parameter form. You must settle all c...
Dunning step in Process automation should take Credit notes, Payments into account
Dunning step in the Process automation is not taking std dunning process parameters into account. In the Dunning process we can indicate that next to Invoices also credit notes and payments are taken into account but these parameters are not visible during pr...
Administrator
Credit management checkpoints only work with the sales order total. We do not have line item credit checks. This would be a major feature to implement.