1

Delete outdated balance statistics records job

Please fix the new Delete outdated balance statistics records job so it can be setup as a recurring batch job.

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Category: Credit and collections (168)

STATUS DETAILS
New
3

Collection Process History include all the activities

The “Collection Process History” on the Collection Process Automation screen does not display all the configured activities of the collection process: email, collection letter, and call activity. When the batch job is completed, the collection process history displays only the...

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Category: Credit and collections (168)

STATUS DETAILS
New
1

Customer Settlement Import Remittances with Line Settlement Automation

See below link

https://community.dynamics.com/forums/thread/details/?threadid=f1ab65ac-16db-ee11-904d-000d3a574f8a


Text from the above link :

My objective is to speed up customer payment e...

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Category: Credit and collections (168)

STATUS DETAILS
New
1

Different types of credit limit messages in different checkpoint stages

It would be really helpful to be able to setup Message type when exceeding credit limit not for the whole functionality the same, but for every checkpoints separately.


My scenario is following:

1

Customer hold from collection letters should be connected to the Customer Status

On Customer details page, there we can use a status field for different scenarios in the system. This status can be setup with specific type of customer hold (blocking e.g. Invoice).

In the process of collection letters we can setup, that after a collection letter the customer should be ...

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Category: Credit and collections (168)

STATUS DETAILS
New
12

Collection Process Automation will not send pre-dunning emails till oldest previous invoices get paid

Collection Process Automation will not send pre-dunning emails till oldest previous invoices get paid. We need a function option for user to send pre-dunning emails to all overdue invoices regardless of the payment status of oldest invoices. Or to avoid sending multiple emails for each overdue...

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Category: Credit and collections (168)

STATUS DETAILS
New
9

Filter Data on Transaction Level for Customer Aging Report

We have needs to filter the data on transaction level based on Dimension and Main Account for Customer Aging Report and showing the Main Account and Dimension on Report when using option Details = Yes.

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Category: Credit and collections (168)

STATUS DETAILS
New
1

Flexible Credit Collection Address Configuration

Introduce a feature in D365 Finance and Operations that allows users to select whether credit collection should use the primary address (default) or another specified purpose entity. When generating credit collections, the system should post the address based on a checkbox selection for either...

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Category: Credit and collections (168)

STATUS DETAILS
New
2

Credit limit adjustment workflow: clicking the work items, it doesn't open specific record to be approved.

Credit limit adjustment workflow: clicking the work items, it doesn't open specific record to be approved.

Reference KB: 953859

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Category: Credit and collections (168)

STATUS DETAILS
New
1

Credit and collections>Collections>Aged Balances screen: Overdue Amount column does not work as expected.

In the Credit and collections>Collections>Aged Balances screen, the User is able to personalise the Grid and add the standard D365 Column Overdue amount.

The expectations of this Column is to show a calculated figure of the customer ov...

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Category: Credit and collections (168)

STATUS DETAILS
New