Delete outdated balance statistics records job
Please fix the new Delete outdated balance statistics records job so it can be setup as a recurring batch job.
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...
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...
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:
- if confirming sales order, i would want to check credit limit, but the ...
STATUS DETAILSNew
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 ...
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...
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.
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...
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
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...