Exceeded credit limit not taken into account when created via GL
Select a Customer (US-001)
Mandatory credit limit -> YES
Credit limit -> 0.00
Create and Post general journal for above customer with Debit is set to 2000
Navigate to Credit and collections
Expand workspaces -> Click on Customer...
Deduction Workbench - Ability to add transaction date and voucher
It would be very helpful to be able to add the transaction date and voucher in the deduction workbench, rather than having to drill into each batch number, set to see unposted, then drill in again.
Inclusion of Project Invoices in the Collection Process Automation
The inclusion of invoices created in the Project Management and Accounting module in the Collection Process Automation feature is necessary, as currently, only invoices originating from sales orders and tax-free invoices are being considered.
Multiple Funding Source - Project invoice proposal (PIP's) not creating correctly
Reference :https://fix.lcs.dynamics.com/Issue/Details?bugId=972053&dbType=3&qc=47fdff712904d4b6cebb6830e4b4dac697a696ef4aed5e150e991a9af256f41f.
*** [REPRO STEPS] ***
Tested In “GBSI” Legal entity
1.Go to Accounts Receivable>> Customers >> All customers
Blocking rule Days overdue exclusion rule for amount should look at the total balance on the customer
Hi, Could you make a change to the current Days overdue rule? So the exclusion rule for amount could look at the customer's total balance amount and not just the overdue balance?
Or maybe you could create a new blocking rule/exclusion rule for this customer total balance?
Enhance Logic for Credit and Collection Automation
There seems to be a significant GAP in the Credit and collections automation process. Microsoft designed the product to look into only the oldest/leading invoice per customer and then apply the collection automation process only against this single invoice. Hence the suggestion to enhance this...
Credit limit alerts when customer exceeds his credit limit
When the check credit limit is set to warning the credit and collections manager wants to receive an alert once the invoice has been posted.
Need to create an alert for Customer Exceeds credit limit.
Delete outdated balance statistics records job
Please fix the new Delete outdated balance statistics records job so it can be setup as a recurring batch job.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...