Customer account statement doesn’t displays correctly negative amounts.
The customer account statement does not display negative amounts correctly. Indeed we can see that, this transaction which is a negative amount in debit is displayed as a negative amount in credit. The main impact is that it is really confusing for the users and for the client as the customer acc...
Add credit limit check on sending a quotation
Add credit limit check (warning or error) on sending a quotation in order to prevent this customer to get the impression he can still buy goods
Free text invoices, orders, and project invoice support in Credit management
Customer credit group functionality does not work on free text invoice and project invoices while the same works fine with sales orders. It is a normal business scenario where the the customer credit needs to be managed at the group level instead of individual entity level which can be handled i...
On Order sales order status to be excluded from credit check
Currently the credit check is done at sales order header level.
A feature should be implemented to perform that at credit line level.
Specifically if certain parts are on order, they should not be included in the credit line calculation. This because otherwise the dealer will need ...
Payment Stop for Auto Allocation of payments for disputed invoices
When a credit controller is reviewing transactions in aged balances they can set the collection status of an invoice to “Disputed”.
"Disputed" --> The customer has notified you that there is a problem with the transaction.
Therefore it would be useful, when pro...