1

Credit Management workflow does not stick to the focus on the specific record for approval.

Problem:

When selecting a workflow work item that is assigned to a user it will open the entire list of credit holds, not the specific credit hold assigned. 


Re-pro:

Credit Management workflow does no...

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Category: Credit and collections (145)

STATUS DETAILS
Needs Votes
1

Report Customer Group credit limits

When using group customer credit limits there is no easy way to report on which company in that group has used the available credit limit


You should be able to report on the balance outstanding across all LE's for all group limits. You don't want to go into each customer and...

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Category: Credit and collections (145)

STATUS DETAILS
New
6

Customer aging report, Cross compan

Add filter to AR Aging so the report shows summary and detail information cross company.

On the Aged Balances under collections - update the Transactions link (or add another link ) to show Global Transactions.


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Category: Credit and collections (145)

STATUS DETAILS
Needs Votes
5

Credit and collection module

Hi,

 

We are using the activity function on the credit and collection module and D365FO.

When a voucher is not paid, we make an activity on this voucher for follow up.


Then when the voucher is paid, we would expect the activity to be closed, but it is not.

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Category: Credit and collections (145)

STATUS DETAILS
New
3

Credit hold check - manual trigger

Would be nice to have a button on the sales order to trigger the credit limit check

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Category: Credit and collections (145)

STATUS DETAILS
New
4

Blocking rule - day overdue should work on global transactions and not only company specific

In case of a customer credit group including customers from different legal entities, the day overdue blocking rule should check open invoices in all legal entities and not only in the legal entity where I'm creating the sales order. This would be solved if the credit management groups were sh...

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Category: Credit and collections (145)

STATUS DETAILS
New
4

Add Status -criteria to Collection letters process automation solution

When running manually collection letters, we can select the status of collection letters is "none". So invoices that have status “collection letter 1 or 2 or something else”, are left out of the run.

When running collection letters with the new process automation solution, there is no s...

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Category: Credit and collections (145)

STATUS DETAILS
Needs Votes
2

Attach documents and notes to posted invoice journals

Credit & Collection team need the ability to enter notes & attachments on posted invoice journals.

This will help the team to keep track on activities taken to collect the open AR invoice.

The aim is to get these notes also displayed in the AR aged detailed report to view the actu...

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Category: Credit and collections (145)

STATUS DETAILS
Declined
1

Add and entity for case management to import take-on cases for collections

new customer has got hundreds of invoices managed with cases but there is not entity to import the cases and their history for customer and open invoices.

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Category: Credit and collections (145)

STATUS DETAILS
Needs Votes
1

Customer ageing balance not show in child company for child company transactions under SRS

1: Enable master data sharing.

2: Set USMF as parent company, T001 as Child company.

3: Share CustTable

4: posting a customer transaction in T001.

5: Create customer ageing snapshot in T001

6: No record could view in report customer ageing report.


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Category: Credit and collections (145)

STATUS DETAILS
Needs Votes