121

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...

Read more...

3 Comments

Read more... 3 Comments

Category: Credit and collections (137)

STATUS DETAILS
Under Review
97

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...

Read more...

4 Comments

Read more... 4 Comments

Category: Credit and collections (137)

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

90

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...

Read more...

3 Comments

Read more... 3 Comments

Category: Credit and collections (137)

STATUS DETAILS
Under Review
1

Add and entity for case management to import take-on cases for collections

new customer has got hundreds of invoices managed with cases but there is not entity to import the cases and their history for customer and open invoices.

Read more...

0 Comments

Read more... 0 Comments

Category: Credit and collections (137)

STATUS DETAILS
New
1

Customer ageing balance not show in child company for child company transactions under SRS

1: Enable master data sharing.

2: Set USMF as parent company, T001 as Child company.

3: Share CustTable

4: posting a customer transaction in T001.

5: Create customer ageing snapshot in T001

6: No record could view in report customer ageing report.


Read more...

0 Comments

Read more... 0 Comments

Category: Credit and collections (137)

STATUS DETAILS
New