Sales tax not calculated on Interest note
For the out of box feature, the user can’t set the Sales Tax group and Item tax group in the Interest Note - transaction line, and then can’t calculate the tax amount for the lines. While we have some clients have the business scenarios that need to calculate the sales tax based on the Interest N...
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...
Interest note posted in past period can be canceled/waived in current period/ with selected date
D365 should allow to cancel/waive past interest note with current/ selected date otherwise users are forced to look for some workarounds to settle such interest note if company is not going to get interests for overdue invoices.
Below example of scenario
We have a custom...
Collection letter process - exclude customers with negative balances
Hi, At the moment it is possible to create collection letters for customers that have an overall negative balance. Example: Transaction 1: Customer invoice for $1000 and a due date 01 April Transaction 2: Credit note for $1500 and a due date 06 June If you run the collection letter process wit...
Send electronic interest notes - xml format
Be able to send interest notes electronically from D365, the same way as other invoices. Interest notes are also considered as invoices. And the process for sending them should be similar to sending invoices and collection letters.
The idea is to add following parts to std D365 features:...
D365 system throws an error asking to populate the Release reason when releasing credit hold on sales orders, even though the reason is already selected
In D365 F&SCM, on the Credit management hold list page, on sales orders which have been on hold for more than 7 days (with a hold reason - Days overdue), we encounter the error - Release reason is mandatory when we try to release the credit hold With posting...
Due date on interest note
Today there is no way to put another payment term (due date) on the interest note. The due date is inherit from the customer and it would normally be wrong to use the default payment term from the customer (f ex 45 days) on interest note which should most likely be 10 days or so. A good idea w...
Credit limit group check
For credit limit group limit checking, there is no place to check if sales order has exceeded credit limit group or credit limit group remaining in case there are multiple customers in one credit limit group.
As the sales order will be blocked if it does not meet credit limit group requi...
Block for Invoice in collection letter sequence
In the collection letter sequence the option to block a customer can be set up. This will block the customer for all (field "Invoicing and delivery on hold"). In that case a payment can't be posted to the customer. It would be nice to have the
we need to force a sales order to the credit hold management even if it be partial invoiced or partial packing slip.
we need to force a sales order to the credit hold management even if it be partial invoiced or partial packing slip.
below is the example explained the requirement.
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You can manually put a sales order on a credit hold or use another blocking rule to force it into a credit hold. Credit management does not do line item credit holds, it only looks at the total amount of the sales order. This would be a complete design change that we do not intend to do.
Administrator
Please submit a support case so a bug can be logged for this issue. We need to be able to reproduce the error and then we can release a fix for it.