2

Currency for the collection letters based on the invoice currency, not from customer masterdata

Now the collection letter currency on the header is taken from the customer master data and we have cases that there might be different currency on the collection letter lines. In cases where we have a customer with multiple currency invoicing we always get the default currency from customer m...

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Category: Credit and collections (153)

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Needs Votes
1

Credit note and payments parameters for collection letters

Today the collection letter sequence that is created determines the number of days an invoice needs to have past its due date in order to appear in a collection letter. This rule also applies for credit notes and payments. It should be possible to separate credit notes and payments from this r...

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes
13

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...

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Category: Credit and collections (153)

STATUS DETAILS
Declined
1

Reason code disappear after Partial settlement

After creating a sales order for 25k and posting a partial amount of 20k, we settled the payment against the sales order. However, when reviewing the collection " process to pay " for payment, the system is now not displaying the reason code, whereas the reason code was visible before the sett...

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes
1

Can we have separate Tax account setup for the Write-Off Functionality?

The current Write-Off Functionality only allows one account to post Write-Offs.

Is it possible to set up a separate Tax account for the Write-Off Functionality?


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Category: Credit and collections (153)

STATUS DETAILS
Declined
39

Relase to warehouse checkpoint checking only amount of sales order lines to be released

When activating the credit management checkpoint 'Release to warehouse' for blocking rules, when a sales order line is released to warehouse the total amount of the sales order is checked an not the amount of only the released sales order line(s). When the checkpoint 'Packing slip' is used, on...

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Category: Credit and collections (153)

STATUS DETAILS
Declined
1

Report with Customer credit management statistics (DSO days sales outstanding)

To check DSO statistics, user need to go on customer information and refresh statistics.

But collection agent should be able to edit a report with statistics for all customers.


As for customer aging balance (run snapshot), a process can be run to stock information.Then...

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes
2

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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1 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Declined
2

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 (153)

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 (153)

STATUS DETAILS
Needs Votes