25

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...

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Category: Credit and collections (134)

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Needs Votes
20

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

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Category: Credit and collections (134)

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Needs Votes
13

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...

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Category: Credit and collections (134)

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Needs Votes
11

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 ...

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Category: Credit and collections (134)

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Needs Votes
2

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...

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Category: Credit and collections (134)

STATUS DETAILS
Needs Votes