2

Write Off Journals not balancing

“We had raised a ticket in March of this year regarding Write Off journals not balancing properly when writing off a transaction. TrackingID#2203100040008894. This issue still applies to our client and is reproducible through our environment, even though this was marked as not reproducible in ...

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Category: Credit and collections (130)

STATUS DETAILS
New
1

Aged Debt on Customer Credit group to work while sharing customers with Cross company data sharing

When customer table is shared across Legal entities using the Cross Company data sharing function, and customers are placed into a Customer credit group, to allow shared credit limit, we are currently unable to use the Aged debt from the Customer credit group form.

The current result is ...

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Category: Credit and collections (130)

STATUS DETAILS
New
4

D365 supports maximum of 5 collection letters to be sent to customer. After completion of 5 letters, the customer wants to trigger 1st letter again

D365 supports maximum of 5 collection letters to be sent to customer. After completion of 5 letters, customer wants to trigger 1st letter again or customer should have an option of sending more than 5 collection letters.

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Category: Credit and collections (130)

STATUS DETAILS
New
2

Dunning step in Process automation should take Credit notes, Payments into account

Dunning step in the Process automation is not taking std dunning process parameters into account. In the Dunning process we can indicate that next to Invoices also credit notes and payments are taken into account but these parameters are not visible during pr...

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Category: Credit and collections (130)

STATUS DETAILS
New
1

Dynamics 365 Customer credit limit percentage of remaining utilization

Wish there is an option to easily inquiry, visualize and report on customer credit limit remaining percentage of utilization.


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Category: Credit and collections (130)

STATUS DETAILS
New
7

Customer account Statement current date (To date) on recurrence batch job not getting updated in report

As per the current D365 F&O behavior, when a customer account statement is run using batch job on a daily basis 'To Date' is getting updated as the date when batch is set/created.


Expectation: When report is run on recurrence basis using batch run "To Date" ne...

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Category: Credit and collections (130)

STATUS DETAILS
New
3

O2C Customer aging balance report doesn't reflect the overdue in open transaction.

O2C Customer aging balance report doesn't reflect the overdue in open transaction. When we are comparing the Customer Ageing report with the cust. transactions overdue bucket amounts are not having few billing types like GL entries, Payments, Open Invoices. Now business have query that these b...

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Category: Credit and collections (130)

STATUS DETAILS
Needs Votes
10

Reset Collection Letter sequence when account is paid

If customer makes a payment to cover what is overdue after receiving the three collection letters but defaults on payment again on the subsequent instalment, users are unable to generate collection letter for the new overdue balance. It is expected that the system allows users to generate coll...

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Category: Credit and collections (130)

STATUS DETAILS
New
1

Invoice and delivery hold

In the aged balance page it would be nice if you could fix this column so it would stay on you saved view. You can add it and as soon as you go out and come in it's gone. It also like to move the columns around.

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Category: Credit and collections (130)

STATUS DETAILS
New
1

Credit Hold Process - add exclusion option for the case if customer has total credit balance

Currently, there is no option to treat the following scenario:


We have accounts with a -$20.00 balance, but the credit memo was “due” last month so the account goes on hold, even though it is a credit.

The same happens if the account has a total -$20.00 balance, but ther...

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Category: Credit and collections (130)

STATUS DETAILS
New